Features
One workspace for the whole investment lifecycle: pipeline and grounded analysis to reach a decision, then KPI tracking, financial reporting, and LP updates to follow the portfolio after you invest — plus founder collaboration and API/MCP integrations throughout. One web app in the browser, mobile-friendly for work on the road.
The full investor workspace runs in your browser — pipeline, companies, analyses, KPIs, financial reporting, scorecards, portfolio composition, scheduled LP reports, meetings, notes, exports, and Stripe billing. Same experience on laptop and phone; no separate app to install.
Built for use between meetings: record or upload audio, listen to briefs, review companies, and capture voice notes from your phone browser — responsive layout and touch-friendly controls on the go.
Integrate CRM scripts, Cursor agents, and custom LLM flows — same auth, same workspace entitlements.
Part A — Investment management
Everything before you invest: track leads, prep and capture meetings, and turn sources into grounded, DD-ready analysis.
Deal flow
Move every deal from first lead to a decision — no separate CRM to keep in sync.
Drag companies across your own stages, from first lead to investment. Stages are configured per workspace, so the board matches how your firm actually works.
Assign an owner to each company and filter the board down to your deals or a colleague’s — so nothing falls between the cracks.
Filter by owner or any company label, and update stage, owner, and key fields inline from a quick-config modal without leaving the board.
Members with read-only access see the pipeline without being able to move deals — the same board, the right level of control per role.
Once a deal is won, record round, amount invested, and ownership stake per company — the decision, kept in your workspace, not shared into founder views.
Capture
Record in the field, transcribe privately, and turn conversations into structured notes.
Capture founder meetings in the browser (live or upload). Audio is transcribed and summarized with key points — grounded in your workspace, not a public model chat.
Start, stop, then save your own takeaways after a meeting — kept separate from the AI summary as your private context. Clips under 0.8s are ignored.
Review summaries, share with founders and co-investors, and control visibility per meeting.
Analysis
Build the investment case from decks, notes, meetings, and the open web — every claim grounded and cited.
Track portfolio companies with stage, domain, tags, and activity — one workspace per firm or angel.
Upload PDF, DOCX, PPTX, and Excel; import text and URLs. Sources feed analyses and executive summaries.
Async AI jobs combine private sources with optional website crawl and news search. Every claim quotes its source verbatim — or the section is marked insufficient_data instead of fabricated.
Turn any company brief into a spoken audio version — listen on the way to the meeting, read on the laptop, or share to the team. Every claim links back to its source.
An investor-only, always-current DD analysis with market and competitor research and auto-generated diligence questions. Generate a draft, review section-by-section in a dry run, then accept or reject — never shown to founders.
Rate the company against your own criteria — team, market, product, traction — and roll the scores up into a portfolio column. Structured judgement next to the AI’s grounded facts, feeding the deal memo alongside the analysis.
A living company narrative built from your sources — reviewed and refreshed as you learn more, before it ever feeds a decision.
Roll back a description or living analysis to any prior version. See the exact before/after diff first, then confirm — every change stays auditable.
Create a company with website URL and deck upload; run first analysis and executive refresh from the web.
Part B — Portfolio follow-up
Once a company is in the portfolio: KPI tracking, founder-submitted financial reports, and reporting to your team and LPs.
KPIs & financial reporting
Consistent numbers on every company after you invest — from KPI traffic lights to founder-submitted financial reports.
Red/amber/green health on every KPI and across the portfolio dashboard, with YTD pace, forecast-vs-actual variance, and a manual override when you know better than the numbers.
KPI samples over time, org-editable templates, and FX rates — edit metrics on web, tracked per company for as long as you hold the position.
Founders self-serve: upload a P&L, balance sheet, or custom report (or enter values manually), review the extracted numbers, and mark the period complete. Reports align with KPIs — with explicit resolution when values disagree — flag deviations from plan, and roll up into the portfolio view.
Portfolio
Step back to the whole portfolio — composition, fund financials, and scheduled updates for your team and LPs.
Collapsible dashboard sections for portfolio health, pipeline counts, and fund-level financials — with per-company drill-down when you need detail.
Live charts break your portfolio down by stage, sector, customer type, revenue model, and more — toggle invested-only vs. all companies.
Tag every company across seven dimensions — funding stage, sector/vertical, customer type, revenue model, technical area, go-to-market, and geography — with workspace-editable options.
Live donut charts break your portfolio down by every label dimension, with an invested-only vs. all-companies toggle — see the shape of your portfolio at a glance.
Collapsible, per-user dashboard sections: portfolio health, fund-level financials, KPI traffic lights, and composition — filtered and persisted to how you like to work.
Compose a portfolio update for LPs or your team, then schedule it monthly or quarterly. Choose review-before-send or fully automatic delivery, with an AI-written intro. LP reports are aggregate by default — only externally shared companies are named.
Across both phases
Investor–founder collaboration, workspace security, billing, and API/MCP access apply throughout — during diligence and after you’ve invested.
Collaboration
Structured Q&A and corrections keep everyone aligned without email chaos.
Ask structured follow-ups anchored to an analysis or meeting. Founders answer async — text or voice.
Founders correct AI nuance; notes are visible to investors immediately and improve the next summary.
Private or team-visible note threads on analyses and meetings — including invited external investors.
One web app, two views: founders see timeline and inbox; investors see pipeline, analyses, and capture tools.
Team
Your private venture data stays in your workspace — never mixed into a shared or public model.
We don’t use identifiable workspace content to train models shared across customers or made public. We may use anonymized or aggregated content to improve our own AI features — and you can object at any time. Primary storage is in the EU (Google Cloud europe-north1) by default.
Analyses and meetings inherit team transparency; individuals can mark items private or restrict to named members.
Workspace contact book, organization invites, and sharing for external investors on analyses and meetings.
Invite founders and co-investors to a specific company by email — with a beta access code in the email — and set exactly which sections (description, KPIs, scorecard) each audience can see.
Export a company’s current full picture — description, analysis, KPIs, scorecard, contacts — as a polished DOCX or PDF, or email it to founders and investors. Recipients only ever receive the sections they’re allowed to see.
Cross-company view of investor follow-ups and founder answers.
Clients never write to the database directly. Every mutation goes through the API with membership checks.
Commercial
Stripe on the web — VAT-friendly team billing without App Store friction.
VC team seats, angel company add-ons, and subscription management in the browser — including from your phone when you need to upgrade on the go.
Company quotas and entitlements enforced by the API — founder free, angel trial, VC team seats.
Meeting credits — one AI credit per meeting transcription. Reserved when processing starts; consumed on success or returned if it fails.
Developers
Same security model as the product surfaces — for scripts, agents, and external LLM workflows.
Full product surface under /api/vcfieldassistant/* — Firebase ID token plus x-workspace-id on every call.
Tools for Cursor, Claude and other agent hosts: list companies, import sources, create analyses, poll jobs. Ships in mcp-server/.
Sign in if you already have access. Otherwise join the waitlist — we will email you when sign-up opens wider.
Private beta is invite-only. Leave your details and we will reach out when sign-up opens.
Questions: marcus@vcfieldassistant.com