First for venture capital operations

Build venture-capital operations apps around company submissions, investment-team reviews and investor-reporting administration.

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What you can build

From company submission to recorded review

Deal intake and portfolio reporting need sources, review ownership and explicit decisions without turning a meeting into an investment commitment.

  • VC deal intake tracker
    Submission
    Seed round VC-017
    Sector
    Logistics software
    Next step
    Initial review

    VC deal intake tracker.

    Keep company submissions and missing information together for investment-team review.

  • Investor portal
    Update
    November portfolio note
    Audience
    Existing investors
    Review
    Partner approval pending

    Investor portal.

    Organize investor documents by reporting period and intended recipient.

  • Project portfolio tracker
    Company reference
    PORT-08
    Milestone
    Customer pilot
    Next owner
    Portfolio lead

    Project portfolio tracker.

    Compare project updates, dependencies and capacity requests across a portfolio.

Two introductions lead to one company review

Follow the request through its open question and next responsible person.

Illustrative workflowVenture capital operations

Two introductions lead to one company review

Company
VC-017
Sources
Two introductions preserved

Current stage · Investment associate

Link the company submissions

Two partners receive the same company deck through different introductions. The intake coordinator links both sources to company VC-017.

From idea to live

Describe it. Refine it. Publish it.

Start with one workflow, such as vc deal intake tracker. Describe what you need, refine the app and review it before sharing it with your team.

  • Build an app for vc deal intake tracker.

    Venture capital operations
    Company
    VC-017
    Sources
    Two introductions preserved

    Describe the app you need.

    Start with one workflow, such as vc deal intake tracker. Describe the record and what your team needs to track.

  • Add a field for missing item.

    Venture capital operations
    Missing item
    Operating summary
    Review
    Information outstanding

    Refine it around your team.

    Ask for the fields and views people need for the next handoff.

  • Venture capital operations
    Next action
    Collect operating summary
    Investment decision
    Not recorded
    Handled by
    Fund operations coordinator

    Review, then publish.

    Try the workflow in preview and check who needs access. Publish when you’re ready to share it.

Workflows for venture capital operations

Start with one workflow. Each page gives you a relevant example and a starting brief you can adapt.

Make this workflow yours.

Use the app for intake and reviewed document handoffs. Investment recommendations, valuations, entitlements and transactions remain separate qualified work.

Questions about building for venture capital operations

Build an app for venture capital operations.

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