Investor features
Last updated
The investor side is built around a simple discipline: every company you're tracking lives in one watchlist, every deal progresses through visible stages, and every outcome — including a Pass — is recorded with a reason. No deal dies of silence.
Feature map
| Feature | What it does | Docs |
|---|---|---|
| Deal intake parser | Turn raw lead data into structured, thesis-scored candidates | Intake |
| Deal flow inbox | Inbound queue with AI briefs per company | Deal flow |
| Pipeline | Kanban of active deal rooms by stage | Pipeline |
| Decisions | Invest / Hold / Pass with recorded reasons | Decisions |
| Due diligence | DD checklist status across every active deal | Due diligence |
| Investment memos | AI-drafted analysis against your thesis | Memos |
| Fund team | Role-scoped team accounts, including external DD firms | Team |
The watchlist
The watchlist (Startups in the sidebar) is the backbone: a private list of every company you're tracking, whether it came from intake parsing, the deal flow inbox, a CSV import, or manual entry. Each entry carries a status — Sourcing → Reviewing → Diligence → Passed / Invested / Watching — and the diligence, analysis, and portfolio pages all read from it. Your watchlist is scoped to you at the database level; no other investor can see it.
The investor flow
- 1Set your thesis — stage, sectors, geography, check size. Matching and scoring run against it.
- 2Fill the watchlist: parse pasted lead data, work the deal flow inbox, or import a CSV.
- 3Generate AI briefs to decide what deserves a first meeting.
- 4Open a deal room with companies worth diligence. NDA first, then documents.
- 5Record the decision — Invest, Hold, or Pass with a reason the founder actually receives.