Capital
Dealflow and the portfolio
In short. Capital Dealflow stages: Inbox, Meeting, Screening, Diligence, Investment Committee, Invested, Passed. Invested deals walk into Portfolio. Founder KPI links: Make links for this month, Copy link. Founders open /vc/founder-update/{id} with no Capital login. Fundraising LP Prospects stages: Identified, Contacted, Meeting, Soft-circled, Committed, Declined. Add LP Prospect, Invite as LP, Invite committed LPs.
Dealflow
Stages, in order: Inbox, Meeting, Screening, Diligence, Investment Committee, Invested, Passed.
When the deal is invested, the file walks into Portfolio with it. Deal detail includes a Data Room.
Portfolio
Holdings, KPIs, cap tables you track as the fund, exits. Alerts fire on declines and spikes.
Founder KPI links
On Portfolio: Founder KPI links → Make links for this month or Make link → Copy link.
The founder opens `/vc/founder-update/…`. Eyebrow: Weltee · Portfolio update. They do not need a Capital login. See links with no login.
Fundraising
LP Prospects stages: Identified, Contacted, Meeting, Soft-circled, Committed, Declined.
Add LP Prospect. When they should sit on the roster: Invite as LP or Invite committed LPs. That is the hop to Invite LPs.