Everything your deal team needs, in one place
Five pillars built for early-stage VC:
Pipeline
Two-track pipeline system: Active deals move through Contacted → First Meeting → Due Diligence → Final Stages → Term Sheet. Prospective deals organized in Tier 1/2/3. Every deal card shows composite scores, stage badges, and real-time analysis triggers.
- →Active + Prospective tabs — move deals between tracks instantly
- →Score composite — team/market/product bars with weighted average
- →Search & filter — by scope (mine/shared), sort by score/company/date
- →Section-level permissions — control view/edit/comment per section per user
AI Deal Analysis
Upload a pitch deck. Textract extracts text, Claude Haiku fills in deal fields automatically. Then Claude Opus runs deep analysis: trends, SWOT, risks, comparable exits, founder-market fit score, and portfolio synergies.
- • Autonomous robotics market growing at 28% CAGR
- • Recent $2B acquisition validates competitive landscape
- • Manufacturing labor shortage accelerating adoption
- • Gov't incentives for domestic production
Founder has 10+ years in robotics, PhD from MIT, prior successful exit in adjacent space
Deal Q&A Chat
Conversational interface with Claude Sonnet. Full deal context, persistent chat history, and the ability to ask anything about the company, market, or team.
Based on the pitch deck and market analysis, here are the three main risks:
- 1. Go-to-market execution — team lacks enterprise sales experience
- 2. Competitive pressure — two well-funded competitors ahead in market
- 3. Regulatory timeline — manufacturing certifications could delay rollout
Portfolio
Track completed investments with outcome data, valuation tracking, and notes. View past investments per team member. Firm portfolio tab shows the entire team's investment history.
Meetings
Schedule meetings with invitees and linked deals. Presentation mode gives you live deal access with note-taking, pitch deck preview, and tag decisions. AI generates structured summaries after.
Projects
Workspaces for research, incubation, or deal evaluation. Each project has Chats (AI threads), Context (reference files), and Assets (generated deliverables). Share with view/edit access.
Research & News
AI-generated headlines across 8 categories. Persistent chat with full pipeline + portfolio context. Save articles for later. Resizable panel. Headlines cached with 6-hour TTL.
Permissions & Collaboration
Per-section granularity: control view/comment/edit access for each section of a deal, per user. Share deals with analysts while keeping financials partner-only.