Wiki

Capital

Weltee Capital

In short. Weltee Capital is the GP desk. Open a fund. Nav: Overview; Fundraising, Investors (LPs); Dealflow, Startups, Portfolio; Cashflows, Updates and NAV, Reports, Data room; Team, Settings. Connections live on the fund Settings tab, not account Settings. Account Settings only tunes Dr. Weltee tone. Not a founder close. Not a personal ledger.

Weltee Capital is for the general partner and the small team around a fund. Open My funds (or the fund list), then a fund.

Inside a fund

  • Overview
  • Raise: Fundraising, Investors (LPs)
  • Pipeline: Dealflow, Startups, Portfolio
  • Books: Cashflows, Updates and NAV, Reports, Data room
  • Admin: Team, Settings

Fund Settings: Modules, connections, and agent on/off. Connect apps live here.

Account Settings (outside the fund): assistant tone only. Appearance lives there too.

Skills

Skills turn on and off in fund Settings. Briefs write on Dealflow, Portfolio, Fundraising, Updates, and Reports. You keep the decision.

What this seat is not

Not Startup actuals, lock, or bank sync. Not a principal's personal ledger.

Related

  • Dealflow and the portfolio
  • Invite LPs
  • Publish a quarter
  • Connect apps in Settings

All pages

Weltee

Personal is the ledger. Capital is the fund. Startup is the close.

Personal Capital Startup
About Wiki Journal See the demo
Privacy Terms

Weltee is a private record-keeping and education tool. Not financial, legal, tax, or investment advice.