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Solutions · Venture Capital

Build your fund brain.Back conviction, not memory.Know every company you have met.Support the whole portfolio.Query every deal you have seen.

Sourcing, diligence, portfolio support and fund memory on one source of truth. Every founder meeting, memo and metric compounds into a fund brain that gets sharper with every cheque.

For general partners, principals and platform teams.

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Your stack, structured into one firm brain
01 · The problem

Everyone we talk to names a different one.

We meet a thousand companies a year and remember a handful.— General Partner
The memo we wrote at first cheque is lost by the Series B.— Principal
Portfolio support is whoever happens to have time that week.— Partner
I cannot see which founders we have already passed on.— Associate
Our metrics live in twenty different founder decks.— Platform Lead
Reserves decisions get made on gut, not the data.— General Partner
When a partner leaves, their whole network leaves too.— Managing Partner
I want to ask which portfolio companies fit this new thesis.— General Partner
02 · What you can build

One platform, the whole deal journey.

These are the bigger workflows we build with you. From that foundation, every one of these agents and apps is configured to how your firm actually works.

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  1. 01Sourcing & pipeline
    • Inbox triage
    • Founder search & list build
    • Warm-intro mapping
    • CRM
    • Pipeline
  2. 02Screening
    • Deck one-pager
    • Thesis-fit scoring
    • Pattern-match vs past passes
    • Screening
    • Deal Library
  3. 03Diligence
    • Data-room ingestion
    • Metrics extraction & cohort build
    • Market & competitor research
    • Diligence
    • Data Room
  4. 04Investment committee
    • Ownership & returns model
    • IC memo generation
    • Reference-call synthesis
    • IC Memos
    • Analytics
  5. 05Portfolio support
    • Monthly metrics ingestion
    • KPI vs plan tracking
    • Reserves & follow-on modelling
    • Portfolio Monitoring
    • Scorecards
  6. 06Institutionalised
    • Standardised metrics
    • Firm-specific memo templates
    • Decision Trail
    • Playbooks

Agent — runs on a trigger, does the work, reports back. App — a live view your team opens any time, always current.

03 · Example workflows

The agents and apps, chained into real workflows.

Any of these building blocks can be assembled into an automation that runs end to end. A few we build most often.

Inbox to pipeline
A founder emails a deckTrigger
Read the deck and extract the metrics
Score against the fund thesis
Check if we have met them before
→A first-pass screen and a warm-intro path in your inbox
Data room to IC
A promising round opensTrigger
Ingest the data room and metrics
Benchmark cohorts against the sector
Draft the investment memo
→A first-draft IC memo and ownership model
Monthly portfolio pulse
Portfolio updates landTrigger
Pull KPIs across the portfolio
Flag companies off plan
Draft the reserves view
→A portfolio dashboard and a follow-on shortlist
04 · Proof
11 minTo a metrics read on a fresh data room.1,000+Companies met a year, every one remembered.1 memoPer company, queryable from seed to exit.

Your team’s intelligence.
Finally working together.

See how DealSage helps investment teams capture knowledge, automate workflows, and make better decisions.

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