Investor workspaces
Venture Capital workspace
Pipeline, investment committee, funds, LPs and reporting for venture firms.
Pages
| Page | What it's for |
|---|---|
| Firm Overview | Fund performance, pipeline and portfolio health. |
| Deal Pipeline | Sourcing to close, with analytics by stage and source. |
| Investment Committee | Meetings, agenda items, votes and recorded decisions. |
| Portfolio | Holdings per fund with valuations and health. |
| Funds | Fund size, vintage, fees, carry and reserves. |
| LP Relations | LP commitments and capital calls. |
| Network | Founders, co-investors and LP contacts. |
| Reports | Saved reports on funds and portfolio. |
| AI Investment Partner | Questions across pipeline, portfolio and funds. |
Pipeline stages
SourcedQualifiedPartner meetingDiligenceIC preparationIC reviewTerm sheetLegal/closingInvestedPassedLost
Investment committee
Schedule IC meetings, add deals to the agenda, collect votes and record the committee's decision. Decisions are append-only, so the record can't be edited afterwards.