For Angel Investors
The operating system built for how angels actually invest
From morning email triage to quarterly update campaigns, eliminate the manual overhead consuming your time across every stage of your portfolio.
Morning workflow
Stop manually logging founder updates
Founders send revenue updates, MRR snapshots, and burn rate summaries in every format imaginable. Forward once to your dedicated platform alias and every subsequent update routes automatically: metrics extracted, logged, and charted with confidence scoring flagging anything ambiguous for your one-click review.
Start Free TrialPDFs, slides, screenshots: every format extracted automatically into structured metrics.
Ambiguous or inconsistent data is flagged for your one-click review, not silently logged.
Every metric update is appended to historical trend lines the moment it arrives.
One forwarding address routes all founder communications into your data pipeline.
Pre-call prep
Walk into every founder call fully briefed
Before a founder check-in, open the AI Analyst on any company profile and generate a structured performance memo: trends, risks, and recommended questions: pulled from live portfolio data in seconds. No more scrambling across notes, old emails, and spreadsheets.
Start Free TrialStructured performance briefs with trends, risks, and suggested questions generated on demand.
Memos pull from the latest reported metrics, not stale spreadsheet snapshots.
Every interaction, update, and milestone in one scrollable profile.
AI surfaces the most relevant follow-up questions based on recent performance signals.
Deal flow
Screen every inbound pitch without reading every deck
Cold pitch decks flood your inbox daily. The Deals pipeline automatically screens inbound pitches, scores them against your thesis, and surfaces only aligned opportunities. Everything else routes to a digest so nothing falls through the cracks.
Start Free TrialStrong, Moderate, Weak, or Out of Thesis: every pitch scored automatically against your criteria.
Off-thesis deals route to a weekly digest instead of cluttering your primary pipeline.
Move deals through defined stages with full context preserved at every step.
Key claims, financials, and team details extracted from pitch decks automatically.
Portfolio monitoring
Spot trouble before it becomes a crisis
The Portfolio Cockpit surfaces every company's latest reported metrics, historical trend lines, and performance signals on one screen. No tool-switching, no manual spreadsheet updates: just a clear view of your entire portfolio at a glance.
Start Free TrialAll companies, all metrics, all trends on a single dashboard updated in real time.
Automated alerts surface companies trending down before they reach a critical threshold.
Every metric plotted over time so you can see trajectory, not just the latest number.
Compare performance across your portfolio to identify outliers in both directions.
Relationship management
Every interaction logged without lifting a finger
BCC your platform inbound address on any outgoing email. The Interactions tracker auto-logs the conversation, detects introductions, extracts contact details, and attaches everything to the relevant company profile. Your network stays organized without manual data entry.
Start Free TrialOne BCC address captures every outgoing email and attaches it to the right company profile.
AI identifies when you're making an intro and logs both parties automatically.
New contacts are detected and added to your network without manual entry.
A complete history of every touchpoint with every founder, co-investor, and contact.
Portfolio updates
End the quarterly update chase for good
The Asks engine sends templated update requests to your entire portfolio simultaneously. Founders reply to a standard email: no portal login required: and responses automatically feed back into your data pipeline. What used to take weeks now takes minutes.
Start Free TrialSend templated update requests to your entire portfolio in one action.
Founders respond to a standard email: no portal login, no friction.
Founder replies feed directly into your data pipeline without manual processing.
See who has responded, who hasn't, and send targeted follow-ups automatically.
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Join angel investors who have eliminated the manual overhead from their portfolio management workflow.