Running a deal
How the pipeline reads your materials, matches investors, drafts outreach, and exports the package.
What to upload
A deck is the most common input. A teaser, an investor memo, or a fund one-pager also work. The more concrete the document, the better the classification and the match quality.
A text description on its own is not enough to produce a useful match list and is not enough to produce an Investor Readiness Report. Upload at least one document.
What happens after you submit
The pipeline extracts the structure of your deal: stage, sector, geography, check size, business model, traction, raise type. It then filters the investor database against the specific mandate of each contact, scores each match on multiple dimensions, and drafts outreach for the contacts that pass the filter.
Drafts are written in your voice, in an institutional tone. No AI-tells. Declarative and concrete.
Timing
A typical deal completes in around half an hour, depending on how many investors are on the list. A shorter list is faster, and adding the Investor Readiness Report adds a few minutes on top.
You do not need to wait on the page. The dashboard shows live progress and you will see the deal listed when it is ready.
The output
Inside the app, you get a sortable pipeline view with one row per matched contact, status tracking, and per-contact outreach.
You can also export the full package as an Excel file with all contacts, firm metadata, and the drafted email and LinkedIn copy ready to send.
Iterating
If your materials change, upload the updated version and produce a fresh deal. Past deals stay in your dashboard so you can compare match quality between versions.