GP · Management company · Weekly
Weekly dealflow triage
Every new deal in the inbox is scored against your thesis, the fits are booked for a first call and the rest are declined, in one sitting.
PlanWeekly dealflow triage
Refresh every new deal
HeldLists the deals in your inbox and refreshes each one’s company intelligence.
API actionRead each deal
HeldReads each deal’s facts, documents and fresh intelligence once the refreshes have landed.
API actionper dealWaits 30 minutesScore against your thesis
HeldOperator scores every deal against your thesis, citing the deal record, and splits them into a shortlist and passes with a one-line reason each.
OperatorBook first calls for the shortlist
HeldMoves each shortlisted deal to first call and gives its owner a task to book the call.
API actionper dealGP approves all in one goDecline the rest
HeldPasses each other deal with its reason and sends the founder your decline email, unless there’s no address. Reword one reason and only that one comes back.
API actionper dealGP approves all in one goWrite the week’s digest
HeldOperator writes the week’s digest. You see every deal, score and reason; analysts see counts by outcome.
Operator
The plan as it runs: each step waits for the one before it, and stops at its gate until the owner approves.
At a glance
Who runs it, and when
- Who runs it
- GP
- What starts it
- Monday morning, or when ten or more new deals are waiting in your inbox.
- How often
- Weekly
- Vehicle
- Management company
Ask Operator
Start it in a sentence
Ask Operator in chat. It drafts the plan for your fund, and nothing runs until you release it.
- You
Triage this week’s new deals and draft declines for the ones that don’t fit.
- You
Clear my deal inbox against our thesis.
- You
Which new deals deserve a first call?
The outcome
Your deal inbox is empty: the fits are in first call with a task to book it, and the rest are passed with a reason and a decline.
What it proves
- Refreshes every deal’s intelligence on release, and retries one that fails for a moment.
- Scores each deal against your thesis and cites the record behind every reason.
- Moves, books and declines in a few grouped approvals; a reworded decline comes back alone.
- Sends decline emails to founders only after you approve them.
- Shows you every score and reason, and an analyst only the counts.