Use case · Venture & investment
Investment

Deal flow and diligence
in one workspace.

VC, PE, and corp dev teams federate CRM, data rooms, email, Slack, and public filings — cited diligence memos and portfolio context without re-building the narrative every deal.

All use cases
Federation path

Venture & investment joins
your full stack.

Ve
Venture & investment
Gyri graph
Diligence stack
How teams work

From signup to
live workspace.

01

Deal + company graph

Custom types for companies, deals, partners, and diligence threads linked to live sources.

02

Federate diligence stack

CRM, Google Drive, Notion, Slack, and SEC/public-data sources in one search surface.

03

Cited memos

Investment committee materials and partner briefs trace every claim to email, deck, or filing.

04

Investment buildout

We seed deal pipeline views, IC templates, and MCP workflows for your fund’s process.

Federated sources

Stack this team uses.

Typical connectors for this team — swap for your stack during signup.

HubSpot CRM, marketing, sequences Native
Google Workspace Gmail, Calendar, Drive Native
Notion Wikis & project docs Native
Slack Team comms Native
SEC
SEC EDGAR Filings + section FTS Public data
Affinity Relationship intelligence Native
Plan

Required tier

Pro

Pro supports deal-team workflows, multiple integrations, and agent-assisted diligence at fund scale.

Get started

Start free

Start free on a single deal workspace eval. Draft your fund buildout at signup; scale to Pro when the full partnership connects their stack.

Your buildout request is saved at signup and queues after you verify email and send your first command through Claude MCP.

Related: Cited AI answers

Ready to build?

Edit the prepopulated buildout request on signup — we start when Claude MCP connects.

How it works