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.

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01 · The problem

What we hear on first calls.

Everyone we talk to names a different pain.

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

Different symptoms, one cause: your firm’s knowledge isn’t structured anywhere.

02 · What you can build

A day on the platform.

Triggers fire, agents run, and the output lands in an app before you ask. Three workflows we build most often for venture capital teams — every trigger, schedule and output configured to how your firm runs.

07:04Trigger
A founder emails a deckTrigger
  • Read the deck and extract the metrics
  • Score against the fund thesis
  • Check if we have met them before
07:12A first-pass screen and a warm-intro path in your inboxScreening8 min later
10:15Live round
A promising round opensTrigger
  • Ingest the data room and metrics
  • Benchmark cohorts against the sector
  • Draft the investment memo
11:40A first-draft IC memo and ownership modelIC MemosSame morning
Month-endMonthly
Portfolio updates landTrigger
  • Pull KPIs across the portfolio
  • Flag companies off plan
  • Draft the reserves view
09:00A portfolio dashboard and a follow-on shortlistPortfolio MonitoringBefore the partner meeting

The full library, across the journey.

Every agent and app below comes as standard, configured to your firm. Anything your team does repeatedly can become the next one.

01Sourcing & pipelineInbox triageFounder search & list buildWarm-intro mappingCRMPipeline
02ScreeningDeck one-pagerThesis-fit scoringPattern-match vs past passesScreeningDeal Library
03DiligenceData-room ingestionMetrics extraction & cohort buildMarket & competitor researchDiligenceData Room
04Investment committeeOwnership & returns modelIC memo generationReference-call synthesisIC MemosAnalytics
05Portfolio supportMonthly metrics ingestionKPI vs plan trackingReserves & follow-on modellingPortfolio MonitoringScorecards
06InstitutionalisedStandardised metricsFirm-specific memo templatesDecision TrailPlaybooks

Agent runs on a trigger, does the work, reports back.App a live view your team opens any time, always current.+Build your own we build the first ones with you; your team keeps adding.

03 · Proof

Real firms, real numbers.

All case studies →
Multi-stage venture fund

A fund that remembers every founder it has met

1,000+companies met a year, every one queryable.
Read the study →B2B SaaS growth fund

Messy founder financials into clean SaaS metrics

Any formatingested, consolidated and turned into SaaS metrics.
Read the study →Platform team of two

Portfolio support that scales past the calendar

1 memoper company, living from first cheque to exit.
Read the study →

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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