Hub Feedback

When I setup a new company, I added the investment presentation as an attachment (organization materials).  When I do, it does not show up under the attachments tab under deal memos.  Appreciate having all attachments visible on this tab to avoid having to make multiple clicks.

The system allowed me to create a new datapoint with the same name as an existing datapoint in the system.  This should not happen.  I'd like to delete the "City" datapoint I added to the Organization Info section for the new company, since it is redundant with the city captured  under the location info.

Suggestion for optimizing the process when setting up a new deal memo. 

This is the current prompt: 

When you add a new Deal Memo, everybody on your team with access to the Investments Pipeline will receive an email requesting that they add their score as well. 

I may recommend that the Deal Memo be created with out notifying everyone else on the team, until the Managing Partner completes the first rating.  Otherwise, the team is being notified of a memo when it is not yet populated.

Under Individual Investor, add investor, the dropdown contains Angel, Venture Capital, Private Equity, and Current Firm.  It would be helpful to add Accelerator and Corporate Venture Capital to the dropdown options.

When I select Convertible Debt under Security type, would it be possible to add a field for interest and maturity date?

I noticed with the Organization Info tab on new company setup, you have a field for "Founder".  Would it be possible to update this to "CEO", as I have a company with co-founders and it's not a helpful field as is.  It actually is redundant, since we're adding the key team members under the people tab.  May suggest deleting it from the template.

I'm starting to build template emails for use in automation.  For deals that I'm passing on, I'd like to include a link to my 15 minute meeting Calendly.  The system currently only captures one Calendly link.  It would be nice to have at least 3 options to choose from depending on the time duration required.

When adding a new deal into the deal funnel, it would be nice to set certain fields to be required in order to add the deal to the database.  This would include CEO name and email and source at a minimum in order to allow for the automations as the deal progresses.

It would be helpful for the system to have an automation where once the Managing Partner completes their Company Rating, an email is automatically sent to Venture Partners to log in and complete their Rating.  

Idea for improved first pass screening in Hub
Before I spend any time completing the screening process via a deal memo, it would be nice to have a checklist of Key Criteria for each deal added to the deal funnel.  I'm using the following key criteria:
1. Founder fit
2. Sector fit
3. Stage fit
4. Geographic fit
5. Unmet clinical need
6. Competitive differentiation
7. Strategic fit

I don't want to spend more than 2 minutes going through the checklist, so no text fields needed.  If all criteria are checked, then an automation updates the stage from "Added" to "Screen".  If one criteria is not checked, then the stage should be set to "Decline", and it would be great for AI to automatically draft an email to the founder reflecting the key criteria that was not met.  

In the short term, I'm just going to copy the criteria above into the Notes section and put yes or no.  

Under the Deal Source dropdown, it has an option called "pitch session, forum, conference."  When selected and saved, it breaks down into three individual categories vs. the one originally selected.  

With deal ratings, it would be helpful to be able to weight each criteria in order to create a weighted average for the composite score.

It would be helpful to have the units reflected in the header for any value, such as Amount Raised/Raising, e.g. $M USD.

I'm updating an open funding round for a target company, and noticed there is a field "amount raised".  Seems like it should also have a field for "target raise".

On the company profile (Overview), you have a field for Deck url as well as Pitch url.  I suggest either making one for Pitch Deck url or one for Pitch Deck url and another for Executive Summary url.

I noticed there is a field called Archetypes showing up in the company profile (bottom of overview).  These Archetypes are related to the limited partners, not the company.  Is it possible to create a separate list of company archetypes (build to buy, accelerator graduate, university spin-out, etc.)?

It would be great to have a LinkedIn icon pop up right next to the names of people in a company that I'm writing a deal memo for.  Minimize the number of clicks to make it easier for the reviewers.

It would be great for those of us in EU to be able to collect a GDPR consent, where we can have a checkbox to a privacy/GDPR policy to accept when submitting forms for event registration etc.

In one of the webinars, it was mentioned that it's possible to obtain a sample of a founders' agreement. Is there a specific format for such an agreement that can be referred to? Are there any special points that should be addressed in such an agreement? 

I'm jealous of previous cohorts who could use slack instead, could you please activate this again?

Hello,
I just sent myself a test PACT, which worked fine except I didn't get an email saying that "Mr TEST" had signed the PACT.
I know I can check in the 'Signed PACT' section but would be cool to get an email when someone signs a PACT.
Can that be added? Would be really helpful.
Thanks. 

EVENTS:  When a guest registers, they pick their category (e.g. Limited Partner, Venture Capitalist, Other).  Suggest we add an additional category, "Private Equity".  Thank you.

Hey DH team! I noticed an issue when applying a Tag Filter to shortlist LPs. After filtering, if you try to select all filtered LPs, it ends up selecting all LPs instead. This prevents performing bulk actions like sending targeted emails or changing the stage for just the filtered LPs. Or I am doing something wrong? 

Some bugs on emails, either is sent from my partners email or signature by my partner. Can we ensure the sender and signature is synced with the acounted being used to initiate the email? 

I just realized that your "PACT" form asks for a phone number but doesn't ask for the country code. I just had a signature come in and the number didn't contain the country code. Can that be fixed?

We are coming from the previous batch where slack was used. This is good as well, but back in time "all notifications" on decile was about our LP progress. Which were the most important notifications that mattered us most. Now we are kinda being spammed with every activity that takes place in decile forums. is it possible to filter it and get back to "Manage LPs" notifications as before? 

Hub request: Can you add customization to the columns for the deal flow manager? We want to add various columns like funding stage (pre-seed, seed, etc), funding date, round size, valuation, etc so the information is readily available. This also helps with setting up automation with founders about their next fundraise so it's on our radar (especially if you miss out on the previous round for whatever reason). 

This is not a good look when I put a link to a DecileHub  file into WhatsApp.   Thumbnail should be from the file or allow me to upload a thumbnail.  The title should be the long name of the file, not "Decile Hub".

Is there a way to add a pixel tracker to Decile Hub events?

Feature Announcement!

We've just released a huge upgrade to the Files section of Decile Hub.Now, you can see all of your Data Rooms at a glance and filter by the files within them. Additionally, all pages across data rooms and files should load 2-10x faster. Data Rooms/Files are one of the most used aspects of Hub, so we wanted to make this area pain-free for you to manage your files within it.

We're not done improving this page, as we'll be adding sorting and searching soon.If you have any feedback on the new design, please share it! Loom demo of the new page: https://www.loom.com/share/7378ccf3c02c41e0a1c54bf460f1235c?sid=efa1cad2-0424-4852-a676-133975a102eb

Request for HUB - Hi.. i want to suggest a pretty basic and standard feature for any CRM. Please enable the ability to make an image linkable. Most people try to click on images in emails so it would be very helpful to be able to assign a URL to an image. My specific use case, I want to use a register button image in an event invite email. but there's not way to make that button image link to my event registration page.

Here is my updated thesis: 
D2 Venture is launching a $5M, seed, venture fund, based in Chicago, sourcing deals in the USA, in educational technology, leveraging 30 years of industry experience, with an active advisor who achieved $15 billion exit value.

Here is my redefine thesis: Grey Capital is launching a $5M Seed fund in New York to back East Coast B2Gov and B2Corp industry tech startups with a track record of 38 investments with a 80% success rate of companies reaching Series A within two years and returns from these investments consistently been in the top quartile, with an average IRR of 38%.

Here is my refined thesis:  Timurid Capital is launching a $15 MM pre-seed venture fund in Central Asia, supporting deep-tech startups in: new materials, hardware, and industrial technologies, leveraging our unique experience, extensive networks, and proprietary access to qualified university-driven R&D project teams. 

is it here the place where we should receive feedback about our thesis? Here is mine: Tech Add- Venture is launching a 10 MM seed venture fund in UAE to back MENA startups from HealthTech and  BioTech  with 40M fundraised for other startups and  12 years experience in IT ecosystem and  Phd candidate.

You need a way to manage people with more than one email address.  There are too many people who bounce back and forth between two or three professional and personal email address.

Prospects viewing files should also be visible in Last Contact field.  I use that field to see what has happened so I can respond.  An LP looking at my deck is very important.

You need a feature to import one or more LPs from my Google Contacts.

Feature request: notify GPs when an LPA is signed

Handling of organizations as potential LPs is very week.

You really need a separate workflow or at least email templates.

You need to organize information by Organization and show emails that go to different people in the organization together.

Current model really only works for a single person family office.

If I change an LP's email I should not be blocked from emailing him the same email for 24 hours.

When I am doing a bulk email send I should be able to modify individual emails.

In case below, I want to go through and make individual edits based on recent interactions with each person.

You need the ability to mass update any variable and to mass perform a task.

When I am mass adding a tag it should give me option to use any of the existing tags.

Need a way to show all rows with no tag or that do not have a specific tag.

I should be able to add additional fields (including variables) to the various Pipeline views.

When a prospect says "TAlk to me in August" there should be a way for me to push all tasks back three months for that prospect instead of having to do each one manually.

In deal memo, Decile hub doesn't succeed to let replacing logo of the comapany.

Following up on our call, when I am on the phone with an LP I want to be able to look at their record, see which documents they have looked at and even the pages and time per page that they viewed. 

This is the value of integrating the Docsend functionality into your CRM system.

Right now that information is only available the other way - by looking at files and their activity.

In the Event duration field of the event planner, can you add times in 30 min increments. I want to have a 90 minute event, but the options are only hourly after the first 30 mins