Capital
Dealflow and the portfolio
In short. Capital Dealflow stages: Inbox, Meeting, Screening, Diligence, Investment Committee, Invested, Passed. Invested deals walk into Portfolio. Matching headlines land on Updates and NAV. Save to inbox puts the name on Dealflow. 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. Send interest from Personal lands as Investment candidates.
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.
Matching names from headlines land on Updates and NAV. Refresh. Save to inbox puts the company on Dealflow. Book a call when Calendly is on the profile.
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.
When the fund is listed on Personal, Send interest lands here as Investment candidates. The team is emailed. Add to pipeline if you want them on Prospects.