OneSource for funds
Run the fund from first screen to portfolio follow-through.
Build application flows, analyze startup evidence, coordinate investment decisions, manage funds and capital providers, and monitor investments without breaking the company record at every stage.
From pipeline to partnership
Give every decision the context it deserves.
Create a consistent team workflow while keeping the details behind each opportunity close at hand.
Application builder
Create structured forms and publish public or invitation-only application paths tailored to the fund.
Searchable pipeline
Review incoming startups by status, stage, and minimum alignment score, with every submission linked to its source record.
Startup analysis reports
Analyze questionnaire answers and supporting documents across market, product, traction, team, competition, financials, risks, and scenarios.
Mandate-aware scoring
Compare submitted deals with the fund’s thesis, anti-thesis, preferred stages, industries, geographies, check size, and scoring weights.
Decision workspace
Review the pitch deck, questionnaire, report, comments, status history, tags, and investment-committee votes together.
Ad-hoc diligence
Upload standalone startup documents, queue separate or combined analyses, review assumptions, and export or share the result.
Fund and capital management
Track fund vehicles, capital targets, closes, investor records, commitment classes, and deployed capital.
Portfolio monitoring
Convert an approved deal into an investment and follow valuations, ownership context, portfolio health, allocation, and fund performance.
The fund operating model
One workspace for sourcing, judgment, and ownership.
Each surface answers a different fund-management question while drawing from the same underlying company and investment context.
Acquire and qualify
Create a consistent path from inbound interest to a reviewable pipeline.
- Build and manage application forms
- Offer public or invitation-only apply pages
- Track draft, analysis, review, meeting, diligence, and decision states
- Search and filter submissions by company, stage, status, and alignment
Analyze and decide
Put the evidence, analysis, and team judgment in one decision record.
- Read questionnaires and pitch documents side by side
- Generate structured AI-assisted due-diligence reports
- Comment, tag, review assumptions, and maintain status history
- Record investment-committee votes and preserve the decision trail
Manage the fund
Continue from the investment decision into capital and portfolio operations.
- Maintain fund strategy, status, target size, and public profile
- Record investors, capital closes, and commitment terms
- Track investments, deployed capital, valuation, and ownership context
- Review portfolio health, sector allocation, and fund-level performance
A fund workflow with continuity
One company record, from first look onward.
Each stage adds evidence and ownership context instead of starting over.
- 01
Define the mandate and intake
Set the investment thesis and criteria, build the application form, and choose whether the apply path is public or invitation-only.
- 02
Screen with evidence
Review the founder’s answers and documents, then use the generated report and mandate alignment as structured inputs—not automatic decisions.
- 03
Coordinate the decision
Move the company through the pipeline while comments, tags, votes, risks, and status history remain attached.
- 04
Convert and monitor
Record the investment, connect it to the right fund, and follow capital deployment, valuation context, health signals, and founder updates.
Build a calmer fund workflow.
Create a fund workspace for your next application, review, or portfolio conversation.