Give every investment decision its context.
Source, score, and move deals through a shared pipeline — with AI scoring, IC memos, and ownership tracking.
Keep the reasoning with the opportunity.
A shared pipeline connects the first conversation, diligence, investment committee materials, and the decision that follows.
The detail behind the workflow.
Unified pipeline
Every deal from sourcing to close in one board the whole team shares.
Inbound capture
Founder submissions and forwarded decks land straight on the board.
AI scoring
Use thesis-based scoring as an input to your team’s investment review.
IC memos
Draft and store investment memos alongside each deal.
Ownership tracking
Model entry ownership and follow-on reserves per deal.
Stage automation
Move deals through stages with tasks and owners at each step.
From intent to action.
Capture
Inbound decks and sourced deals flow into a single pipeline.
Assess
Score against your mandate, write the memo, align the IC.
Close
Complete the close workflow to create the linked investment record in Fund OS.