Support

Getting Started

This platform is designed to automate the collection, parsing, and tracking of portfolio company reports. Instead of manually copying numbers out of emails and spreadsheets, the system uses AI to extract metrics from whatever format your companies send — emails, PDFs, Excel workbooks, slide decks, images — and writes the data directly into each company's metrics history.

The fastest way to get data flowing is to forward reporting emails to the inbound address shown in Settings. You can forward emails yourself, or give the inbound address to your founders or fund analysts and ask them to CC or send reports directly. Every email that arrives at that address is automatically parsed: the system identifies which company it's from, extracts the metrics you've defined, and flags anything it's unsure about for your review.

Not everything arrives by email. When someone sends you a link to a Google Sheet, Google Slides, Docsend deck, or any other hosted file, download it and upload it through theImport page. The same goes for PDFs, Excel workbooks, Word docs, PowerPoint decks, CSVs, and images — anything you can download, you can import. The AI pipeline processes uploads identically to inbound emails.

Once data starts flowing, the Portfolio dashboard gives you a real-time view of every company, the Review queue catches anything that needs a human decision, and the Analyst on each company page synthesizes the data into actionable summaries. The goal is to spend less time on data entry and more time on the analysis and conversations that matter.

Portfolio

The Portfolio page is the main dashboard and your starting point for monitoring the fund. It shows all active companies with key headline metrics (such as MRR and cash balance) so you can quickly scan the health of the portfolio without clicking into individual companies. Companies are displayed as cards with their most recently reported figures.

Click any company card to open its detail page. The detail page shows historical metric charts, the Analyst summary, uploaded documents, and a notes panel. You can track how metrics have trended over time, upload supplementary documents (board decks, strategy memos, etc.) to give the AI more context, and generate or regenerate AI summaries on demand.

At the top of each company page you'll see headline numbers and metadata like industry, stage, and any tags your team has applied. Admins can edit company details, add or remove metrics, and manage aliases (alternative names) that help the system match inbound emails to the right company.

The dashboard also includes a shared notes section at the bottom where team members can post fund-level observations — market commentary, cross-portfolio themes, reminders for the next IC meeting, and so on. These notes are visible to everyone on the team.

Review

When inbound emails are processed, the AI pipeline sometimes flags items that need a human decision. These flagged items appear in the Review queue. Common reasons include: a new company was detected that doesn't match any existing portfolio company, a metric value was extracted with low confidence, a reporting period was ambiguous, or a metric couldn't be found in the report at all.

Each review item shows you the issue type, the extracted value (if any), and a snippet of context from the source email so you can make an informed decision. You can accept the extracted value as-is, reject it, or manually correct it with the right number. For new company detections, you can create the company or map it to an existing one.

The review badge in the sidebar shows how many items are waiting for attention. Once all review items for a given email are resolved, that email's status automatically moves from “needs review” to “success.” You can also dismiss all review items for an email at once if the entire report should be skipped.

Staying on top of the review queue is important — it's how you ensure the data flowing into your portfolio metrics is accurate. The system is designed to err on the side of flagging rather than silently writing bad data.

Inbound

Inbound shows every email that has been received and processed by the system. It's the audit trail for all automated report ingestion. Each row displays the sender, subject line, which company the email was matched to, and the processing status (success, needs review, failed, processing, or pending).

You can filter the list by status and date range to quickly find specific emails. Filters apply immediately as you change them. The list is paginated and sorted by most recent first, so new emails always appear at the top.

Clicking on any email opens its detail view. There you'll see the full processing result: which company was identified, which metrics were extracted and their values, the reporting period that was detected, and any review items that were created. The raw email body and attachment information are also available for reference.

If an email failed processing (for example, the AI key was misconfigured or the email content was unreadable), you can see the error message in the detail view. For emails stuck in “needs review,” you can open the review modal directly from the Inbound page to resolve flagged items without navigating to the Review queue.

The platform can also store documents for you automatically. If your admin has connectedGoogle Drive in Settings, every inbound email and its attachments are saved into company-specific folders — organized by company name — so you always have the original source files alongside the extracted data.

Import

Import lets you process reports manually when they arrive outside the normal email flow. You can paste email text directly, upload file attachments (PDFs, Excel spreadsheets, Word documents, PowerPoint decks, CSV files, and images up to 20 MB each), paste email text directly, or combine both. The system runs the same AI pipeline as automated inbound processing — identifying the company, extracting metrics, and writing results to the database.

This is useful for several scenarios: reports received through Slack or other messaging tools, historical data you want to backfill from older files, reports forwarded from colleagues outside the authorized sender list, or situations where you want to re-extract data from a document with updated metrics definitions.

When you submit an import, the system processes it identically to an inbound email. The result appears in the Inbound list with the same status tracking, and any flagged items show up in the Review queue. You can import multiple reports in sequence without waiting for each one to finish.

You can also paste data that covers multiple companies at once — for example, rows copied from a spreadsheet or CSV file containing metrics across your portfolio. The system will parse the data, create new companies if they don't already exist, add new metrics as needed, and populate values for existing companies and metrics. This makes it easy to bulk import historical data or onboard an entire portfolio in one step.

Additionally, you can paste investment transaction data — rounds, proceeds, valuations, and share prices — and the AI will parse the entries and match them to your portfolio companies. This is useful for bulk-importing cap table history, backfilling historical rounds, or onboarding an entire portfolio's investment data at once. Transactions are written to each company's Investments section automatically.

Tip: for best results, include the company name and reporting period somewhere in the pasted text or attachment. The AI uses these cues to match the report to the correct company and assign the right period to extracted metrics.

Asks

Asks lets you send reporting request emails to your portfolio companies. This is how you kick off a reporting cycle — compose a message asking companies to send in their latest numbers, select which companies should receive it, and send it out. The system tracks each request so you know what was sent and when.

The email composer supports a customizable subject and HTML body. You can write a standard template that you reuse each quarter, or tailor messages for specific companies. Emails are sent through whichever outbound email provider your admin has configured (Gmail, Resend, Postmark, or Mailgun).

Each request is logged with its recipient list, send timestamp, and delivery results. You can view past requests to see the full history of reporting asks. This is helpful for tracking which companies have been contacted and following up with those that haven't responded.

When companies reply to your ask email with their report, those replies flow into the Inbound pipeline automatically (assuming the sender is on the authorized senders list and replies to the configured inbound address). The full loop — ask, receive, parse, review — is designed to work end to end with minimal manual effort.

Settings

Settings is where the platform is configured. Most settings are admin-only, but all users can update their display name (shown on notes and activity) and enable two-factor authentication for additional account security.

For admins, Settings covers the full platform configuration: AI provider keys and model selection (Anthropic, OpenAI, and/or OpenRouter), the default AI provider for the fund, feature visibility controls, inbound email setup (Postmark or Mailgun), outbound email providers (Gmail, Resend, Postmark, or Mailgun), file storage connections (Google Drive), the AI summary prompt, and email templates for reporting asks.

Admins also manage the authorized senders list (email addresses allowed to submit reports via the inbound pipeline), team members and their roles, and an allow-list that controls who can sign up for the platform. A danger zone at the bottom allows admins to permanently delete all fund data if needed.

For detailed technical setup instructions — configuring Supabase, environment variables, encryption keys, email providers, deployment, and more — see the README on GitHub. It is the best reference for technical implementation details.

Notes

Notes are available in three places: on each company's detail page, on the Portfolio dashboard, and on the dedicated Notes page. They provide a lightweight way for team members to share observations, context, and follow-up items without leaving the platform.

On a company detail page, the notes panel appears on the right side on desktop or can be toggled via a chat button on mobile. Notes here are specific to that company — use them for takeaways from founder calls, questions to raise at the next board meeting, context on a metric anomaly, or anything else your team should know about that particular investment. On the Portfolio dashboard, the shared notes section is for fund-level observations that apply across the portfolio: market trends, cross-company themes, reminders for the next investment committee, or general team updates.

The Notes page is a centralized feed that collects all notes across the fund in one place. You can filter by All notes, General (fund-level) notes, or just notes where you were @mentioned. Each note shows the author, timestamp, and which company it belongs to (if any), with unread notes highlighted so you can quickly catch up on what you've missed.

Notes support @mentions — type @ while writing a note to see a dropdown of team members, then select a name to mention them. Mentioned team members are highlighted in the note text and can receive email notifications depending on their preferences.

You can also follow companies to stay informed about notes posted on companies you care about, even if you aren't directly mentioned. When someone posts a note on a company you follow, you'll receive a notification.

Notification preferences are managed in Settings under your user profile. You can choose to receive email notifications for all notes across the fund, only when you are @mentioned, or turn notifications off entirely. Company follows work alongside whichever level you choose — if you follow a company, you'll get notified about notes on that company regardless of your global setting.

All notes show the author's display name and timestamp. Team members can edit or delete their own notes. Notes are visible to everyone on the team, so they work well as a lightweight internal communication tool alongside your existing workflows.

Interactions

Interactions gives GPs a searchable log of all conversations and introductions with portfolio companies. When a GP BCCs the fund's inbound email address on a conversation, the system automatically detects that the sender is a fund member, classifies the email as a CRM interaction (not a metrics report), and uses AI to extract a summary and identify any introductions.

The classification is automatic: emails from fund members are routed to the interaction pipeline, while emails from authorized senders (portfolio companies) continue through the existing metrics extraction pipeline. No manual tagging is required.

For each interaction, the AI generates a short summary, detects whether the email contains an introduction between parties, and extracts the names and context of anyone being introduced. Interactions are linked to portfolio companies when possible, so you can see all conversations related to a specific company.

The Interactions page shows all logged interactions across the fund, with filter tabs for All and Intros. Each entry shows the date, linked company, subject line, AI summary, and an intro badge when introductions were detected. Click the intro details to expand and see the names, emails, and context of introduced contacts.

On each company's detail page, a Recent Interactions section shows the latest interactions for that company, with intro entries highlighted in a distinct style. A “View all” link takes you to the full interactions list filtered to that company.

The fund's inbound email address is displayed at the top of the Interactions page for easy reference and can be copied with one click. Simply BCC this address on any email conversation you want to log.

Deals

Deals is the inbound side of deal flow — cold pitches, partner-forwarded intros, and scout submissions arrive at your existing inbound email address and are screened against your fund's thesis before they reach a partner's inbox. Every inbound email runs through a content-aware classifier that decides between four destinations: reporting (portfolio metrics), interactions (CRM-style emails from fund members),deals (a company pitching the fund), or other (newsletters, recruiter spam, vendor pitches). Sender identity is a strong signal but not a hard rule, so a partner forwarding a cold pitch lands in Deals where it belongs.

For each pitch routed to Deals, a single AI call extracts company name, founder, intro source, referrer when applicable, stage, industry, raise size, a 100–150 word company summary, and a thesis-fit analysis with a fit score (strong, moderate, weak, out of thesis). Out-of-thesis pitches auto-archive and surface in a weekly digest email so partners can sanity-check without eyeballing every cold pitch. Founders can also submit pitches directly via a public form at a per-fund URL — admins generate or rotate the URL in Settings.

The Deals page lists active pitches as a sortable table or a kanban board (drag-and-drop across status columns: new, reviewing, advancing, met, passed). Click a pitch to see the summary, thesis-fit analysis, source email, attachments, founders, intro source, and a deal-scoped Analyst chat that knows the pitch and your thesis.

Settings → Deals controls the investment thesis, screening prompt, public submission token, and the Known Referrers list (scouts and friends-of-fund whose intros bias toward Deals). Uncertain items go to a Review queue with the top two predicted destinations for one-click resolution — nothing is silently dropped.

Diligence

Diligence is the pre-investment workflow: when a deal is worth real time, you create a diligence record, upload the data room, and run a schema-driven agent that ingests the documents, conducts external research, asks partner Q&A, drafts a structured memo, scores it per your rubric, and renders to Word or Google Docs. Each diligence record has tabs for Decision, Data Room (uploaded files), Diligence (external research), Partner Q&A, and Memo (drafts).

The agent is operated by seven YAML/MD configuration files (“schemas”) that admins edit per-fund through an in-app editor under Settings → Diligence → Schemas: instructions, rubric, qa_library, data_room_ingestion, research_dossier, memo_output, and style_anchors. The schema editor is a plain-text editor with inline YAML syntax validation and version history; rolling back to a prior version is one click. Defaults are seeded automatically the first time you open the editor, so you can run the agent immediately and customize as you go.

Style Anchors are uploaded reference memos that teach the agent your firm's voice. Upload 3–8 prior memos in Settings → Diligence → Style Anchors, tag each with vintage, sector, voice representativeness, and partner notes, and the agent uses them to match structure and tone during drafting. Reference memos teach voice — they never supply facts to a new memo.

The agent runs in six stages: Ingest (classify each doc, extract claims, run gap analysis), Research (verify or contradict claims, build a competitive map, compile founder dossiers), Q&A (next-best partner questions per the qa_library with skip logic against ingestion + research), Draft (assemble paragraphs with paragraph-level citations), Score (rate each rubric dimension; partner-only dimensions like team get null score with supporting material), Render (markdown, .docx download, or native Google Doc). Long stages run as background jobs picked up by a worker every minute.

The memo editor is a two-pane view: rendered memo on the left with inline citation markers and visual treatment for projections, unverified claims, and contradictions; paragraph inspector and partner-attention sidebar on the right. Partners edit any paragraph (it flips topartner_edited origin), update rubric scores by hand, work through the attention queue (must-address / should-address / FYI), and finalize when ready — finalizing locks the draft. Recommendation and team scoring are partner-only and can never be set by the agent.

Across all your active deals, the Inbox aggregates open partner-attention items so you can triage them in one pass. The Analytics view shows the agent funnel (created → ingestion → research → Q&A → draft → finalized → won) with drop-off percentages, time-in-stage medians, win/loss by sector, and throughput per lead partner. Settings → Diligence → Defaults sets per-deal and monthly token caps (with current-month usage bar) and per-stage AI provider overrides — e.g. cheap model for ingest, stronger model for draft.

Investments

The Investments page provides a fund-level view of all investment transactions across your portfolio. It aggregates data from each company's individual Investments section into a single table, showing total invested, current fair market value (FMV), MOIC, and total realized across the entire fund.

On each company detail page, the Investments section tracks the fund's transaction history with that specific company. You can record investment rounds (with date, round name, amount invested, shares acquired, and cost per share), proceeds from exits or distributions (including escrowed amounts), and unrealized gain changes (current share price updates). Summary metrics — total invested, current FMV, MOIC, and total realized — are displayed above the transaction table.

Admins can add, edit, and delete transactions directly. For exited companies the FMV reflects total realized proceeds; for written-off companies it shows zero; and for active companies it uses the latest share price multiplied by total shares held. Investment data can also be bulk-imported via the Import page by pasting transaction data from a spreadsheet.

Funds

The Funds page provides fund-level LP metrics computed from cash flow data. Each portfolio group gets its own tab showing committed capital, called capital (paid-in capital), uncalled capital, distributions, gross residual value, estimated carry, net residual value, and total value — along with calculated TVPI, DPI, RVPI, and Net IRR.

Cash flows are recorded per portfolio group with three types: commitments (capital committed by LPs), called capital (capital actually called from LPs), and distributions (capital returned to LPs). Each tab shows a chronological table of cash flows with running cumulative totals for committed, called, uncalled, and distributed amounts.

The LP metrics are calculated automatically: TVPI (total value to paid-in capital), DPI (distributions to paid-in capital), RVPI (net residual value to paid-in capital), and Net IRR (using XIRR with capital calls as negative flows, distributions as positive, and net residual as a terminal value). Estimated carry is computed as 20% of profit above remaining invested capital.

Cash flows can be added individually from the Funds page. The same computed metrics also appear in the group summary table on the Investments page.

Management company

The management company is the firm’s own operating entity — the company that employs the team, collects the management fee and pays the rent — as opposed to the funds it manages. It gets its own section rather than a row on the Funds page because it is a different kind of thing: it has no commitments, no NAV, no TVPI and no limited partners, so every column of a fund performance table would be a dash. Switch it on in Settings → Feature visibility, then add a vehicle of type Management company and choose Set up books to seed its chart of accounts.

Its chart of accounts is its own. Cash, receivables, prepaid and fixed assets, payables, payroll liabilities, deferred fee revenue, members’ capital and draws, fee and reimbursement income, and an operating expense structure that begins with four separate compensation accounts — salaries, payroll taxes, benefits, and bonus. They are kept apart because “what does a head cost us” and “what did we pay out on last year’s performance” are different questions, and once they are booked together neither can be answered from the ledger again.

The dashboard answers the four questions a firm asks about its own operating entity: how much cash there is and how long it lasts (burn excludes depreciation, which is not money leaving the building); what came in and went out by quarter, with the empty quarters drawn rather than skipped, because a fee that never arrived should look like a hole and not a flat line; where the money goes, ranked by account; and who owes whom.

Intercompany. Recording a charge — a management fee, an expense reimbursement, an allocated cost, an advance — posts both sides in one action: the receivable and the fee income on the management company, the expense and the payable on the fund, linked so the two can be reconciled. Settlement is a separate step, because the cash usually moves in a different quarter from the charge. Balances are shown per counterparty with due-from and due-to kept apart rather than netted, and they are read from the ledger rather than summed from the register — so a correcting journal entry is reflected without anyone having to amend a record as well.

The books themselves are the same tools a fund uses, scoped to this entity: the journal, the bank feed, financial statements, the period close, and the QuickBooks general-ledger import. The import’s account mapping knows the management-company vocabulary, so payroll, benefits, occupancy and technology accounts arrive already matched rather than needing a dropdown each.

Access is granted separately. A management company’s ledger carries salaries, bonuses and partner draws, and none of that appears anywhere in a fund’s books — the fund sees one number, the fee it pays. So Management company is its own access grant, it starts at no access for everyone, and granting someone fund accounting does not hand them the partners’ compensation. The rule is enforced by the entity rather than the page: an accounting request for a management company is refused whatever the caller’s accounting grant says.

Letters

Letters helps you generate quarterly update letters for your limited partners. Using AI and your portfolio data — reported metrics, company summaries, investment performance, and team notes — the system drafts professional LP communications scoped to a specific portfolio group and reporting period. To create a letter, click “New letter” and select the year, quarter, portfolio group, and template. You can optionally toggle “year-end summary” for Q4 letters and add custom instructions to guide the AI. A preview step shows the companies and data that will be included before generation begins.

If you've written LP letters before, you can upload a previous letter (.docx or .pdf) and the AI will analyze it to match your writing style, tone, and structure. Otherwise, a built-in default template is available. Templates are reusable across letters and managed from the Templates dialog on the Letters page.

During generation, the AI writes a narrative for each company in the portfolio group, drawing on reported metrics, recent trends, company summaries, investment data, and team notes. A portfolio summary table with investment performance is also generated, and the full letter is assembled from these sections. After generation, the letter opens in an editor with two views: “Sections” shows each company narrative individually for targeted editing, and “Full” shows the complete assembled letter. You can edit narratives inline, regenerate individual company sections or the entire letter, and add custom prompts per-company or globally to refine the output. Per-company prompts can either add to or replace the default generation prompt.

When you're satisfied with the letter, export it as a .docx file for final formatting and distribution. If Google Drive is connected, you can export directly to Drive.

LPs

LPs helps you track and report on your limited partner positions across snapshots. Each snapshot represents LP positions at a point in time — typically a quarter-end. The LPs index page lists all snapshots; click one to view investor data, summary cards, and the full investor table.

To get data in, create a new snapshot and paste spreadsheet content into the import dialog. AI automatically matches columns to fields like investor name, entity, commitment, paid-in capital, distributions, NAV, DPI, RVPI, TVPI, and IRR. Investors, entities, and investments are created or updated automatically, and rows with zero commitment and no financial data are filtered out.

The snapshot detail page shows all investors with aggregated metrics. Expand an investor to see individual entity and portfolio group line items. All values are inline-editable: click a row to edit metrics, or click an investor name to rename. Investors can be grouped under a parent for consolidated reporting, and duplicate investors can be merged together. When a snapshot has multiple portfolio groups, a portfolio group filter appears in the header to include or exclude specific groups from the view and totals.

Each snapshot can have its own report header and footer, configured via the Settings button. These appear on individual investor PDFs and batch exports. Click the document icon on any investor row to view their individual report, which includes a capital summary table, a performance metrics table, and a narrative summary of total invested, distributions, and current value. The “Batch PDFs” button generates all selected investor reports at once and downloads them as a ZIP file of individual PDFs. You can also export to Excel with all investors, entities, portfolio groups, and metrics.

Compliance

Compliance helps fund managers stay on top of regulatory filings, tax deadlines, internal compliance requirements, and fund reporting obligations. It provides a calendar-based view of everything due throughout the year, tailored to your fund's specific profile and registration status.

Start by completing a short compliance profile questionnaire about your fund — registration status, AUM range, fund structure, Reg D exemption type, state presence, and a few other details. The system uses your answers to automatically determine which compliance items apply, which need further review, and which you can safely dismiss. If your fund profile changes, update the questionnaire and the calendar adjusts accordingly.

All applicable items appear in a monthly calendar organized by deadline. Items are color-coded by category — SEC filings in amber, tax filings in green, internal compliance in blue, fund reporting in purple, state compliance in rose, CFTC in orange, and AML/FinCEN in red. Quarterly items like partnership expense reviews and access person disclosures appear in each quarter independently, so you can track and dismiss them separately. Certain event-driven filings like Form D and Blue Sky appear only in the months where your fund has committed capital entries, derived automatically from your fund cash flows data.

When you finish a filing, mark it as done by dismissing it for the year or quarter. You can filter the view between active items, dismissed items, or all items to see what's been completed and what remains. An all items view provides a comprehensive list of every compliance item organized by category, with each item showing its frequency, deadline, applicability, filing system, and any relevant notes or alerts.

The system ships with a curated registry of compliance items covering SEC filings (Form ADV, Form PF, Form 13F, Schedule 13G, Form 13H, Form N-PX), securities offerings (Form D, Blue Sky), CFTC exemptions, California diversity reporting, tax filings (Form 1065, K-1s, Form 7004), internal compliance (access person disclosures, annual compliance review, privacy notice), AML/FinCEN requirements, fund reporting (quarterly financials, valuations), and partnership expense allocation.

Save links to filing portals, regulatory accounts, and reference documents alongside your compliance items. Each link can optionally be associated with a specific compliance item, and associated links appear on that item's detail card for quick access during filing season. Links are editable after entry — hover over any link and click the pencil icon to update the title, URL, description, or associated compliance item.

Usage

Usage is an admin-only page that shows how your fund is consuming AI tokens and how team members are using the platform.

The top section displays AI token usage broken down by provider (Anthropic, OpenAI, and/or OpenRouter), with month-to-date totals for input tokens, output tokens, and estimated cost. A daily breakdown table shows usage by model, so you can see exactly where tokens are being spent — email processing, metric extraction, company identification, summaries, or analyst conversations.

The bottom section shows team activity: a summary of actions per team member (logins, company updates, imports, notes, reviews resolved) and a recent activity feed with timestamps. This gives admins visibility into how the platform is being used across the team.

Analyst

The Analyst is an interactive chat interface available on every page. Powered by AI, it acts as a senior venture capital analyst with full access to your portfolio data, answering questions, surfacing insights, and helping you prepare for board meetings and investment committee discussions.

On a company page, the Analyst has access to that company's reported metrics, email content, uploaded documents, previous AI summaries, investment transaction history, portfolio peer comparisons, and your team's internal discussion notes. You can ask it to analyze performance trends, compare the company to peers, identify risks, draft or refine summaries, interpret financial data from reports, or answer any question about the company's data.

On portfolio-wide pages (Portfolio, Investments, Asks, Notes), the Analyst has access to fund-level data across all companies — investment amounts, FMV, MOIC, and your team's discussion notes. Use it to compare companies, get portfolio-level insights, or ask about cross-portfolio trends and themes.

Your chat history is persistent and saved to your account in the database. You can close the panel, navigate to other pages, or close the browser entirely — when you return, click the clock icon to open your conversation history and resume any previous thread. Conversations are scoped by context: company-specific chats stay with that company, and portfolio-wide chats have their own history.

The Analyst has conversation memory that gives it continuity across sessions. When you start a new conversation, the system automatically summarizes your recent past conversations in the same context and injects those summaries into the AI's prompt. This means the Analyst remembers what you've discussed before — key questions, conclusions, and concerns — without you needing to repeat context.

The Analyst also incorporates your team notes into its analysis. Notes posted on a company page are included when chatting about that company, and portfolio-wide notes are included in fund-level conversations. This means the AI is aware of your team's observations, follow-up items, and qualitative context alongside the quantitative data.

Use the header controls to manage conversations: the clock icon opens your conversation history, the plus icon starts a new conversation, and you can delete old conversations from the history list. If your fund has both Anthropic and OpenAI configured, a model selector lets you choose which AI to use.

The Analyst can also save its responses directly as company summaries using the “Save as Summary” button that appears below each response on company pages. This lets you use the chat to iteratively refine a summary and then commit it to the company's record with one click.

File Handling & Security

The platform accepts a wide range of file types for processing: PDFs, Excel spreadsheets (.xlsx, .xls), Word documents (.docx), PowerPoint presentations (.pptx), CSV files, and images (PNG, JPEG, GIF, WebP). Files can be uploaded through the Import page, attached to inbound emails, or uploaded directly to a company's documents section.

Individual file uploads are limited to 20 MB per file. This applies to both manual uploads and email attachments. For larger files (such as high-resolution board decks or extensive spreadsheets), consider splitting them into smaller parts, compressing images, or exporting to a more compact format before uploading. The AI processing pipeline works best with focused, well-structured documents rather than very large omnibus files.

The system extracts text content from uploaded files to make them available to the AI for analysis and metric extraction. PDFs and Office documents have their text extracted server-side. Images are processed using the AI's vision capabilities to read charts, tables, and text directly from screenshots or photos of reports.

The platform does not currently include built-in antivirus or malware scanning of uploaded files. Files are stored in your configured storage provider (Supabase Storage or Google Drive), which may provide their own scanning capabilities depending on your plan and configuration. If your organization requires virus scanning, we recommend configuring it at the storage provider level or scanning files before uploading them to the platform.

When file storage is configured (Google Drive), email attachments and uploaded documents are automatically organized into company-specific folders. This provides a backup of all source materials alongside the extracted data. Files stored in Supabase Storage are accessible through the platform's UI; files in Google Drive can also be accessed directly through that service.

Uploaded files and their extracted content are only accessible to members of your fund.Row-level security policies ensure that users can only see data belonging to their fund. File content sent to AI providers (Anthropic or OpenAI) for processing is subject to those providers' data handling policies — refer to their documentation for details on data retention and usage.

Updates

The platform includes a built-in update checker that compares your installed version against the latest release on GitHub. When a newer version is available, admins will see an Updates link in the sidebar with an indicator dot.

The Updates page shows your current version, the latest available version, release notes, and a link to the GitHub release. The check runs automatically and is cached for one hour, so it does not slow down normal usage.

Each installation has a unique Installation ID — a UUID generated automatically in your database. This ID is specific to your deployment and is shown at the bottom of the Updates page. Only admins can see the Updates page; non-admin users are not shown the update indicator.

Theme & Sidebar

At the bottom of the sidebar you'll find two utility controls. The theme toggle cycles between System, Light, and Dark modes. System mode follows your operating system's preference, so if your OS switches to dark mode at night, the platform will follow automatically.

Below the theme toggle is the sidebar collapse button. Collapsing the sidebar reduces it to a narrow icon-only strip, giving you more horizontal space for content — especially useful on smaller screens or when viewing wide metric charts. Click the button again to expand the sidebar back to its full width. On mobile, the sidebar opens as a slide-over overlay and closes when you navigate or tap outside it.