Hub Feedback

148
Provide feedback for improving Decile Hub: grand ideas to little tweaks. If you have noticed an issue or are struggling with platform use, please refer your questions to Hub Support.
UI improvement: in Kanban view, when the user is dragging a card from a stage at the bottom of a long list into a stage with few/no cards, they have to scroll all the way up to the top, would be better to just drop onto the stage column immediately adjacent to the card
0
Feature request: Adding multiple people from LinkedIn to Decile Hub at one time using the chrome extension.
2
@Woody Butler
 I am attempting to add new questions to the Deal Memo Settings but am experiencing several issues - they are not movable once added, the "Enhance with AI" toggle either disappears or doesn't appear in the first place. Also curious if there has been any discussion or progress around adding the functionality of exporting memos to Word as well as PDF. Thanks in advance for your help! 
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Feature request: Add the capability to create and research an overtime graph of people, organizations and deals.
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Feature request : Port the extension to work on firefox browsers.

 I recently moved to Zen as my primary browser which is firefox based. Arc was giving too much troubles. I had to fall back to having vanilla Chrome running just for decile plugin
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Ive enjoyed the file sharing tool. However I have noticed its very slow at loading the documents, it takes a while to load the pages especially for a multipage document. Is this something that can be improved?
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It would be great if the signature block section under profile supported things like logos, tables, etc. so they could match the glossy ones used by our firm email accounts. 
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It would be great to have an AI-powered enrichment feature that automatically adds public web data to each organization and contact — such as profile images, social media links, and other relevant information. I would be willing to pay for this type of enrichment.

Additionally, for Deals, it would be very useful to have the option to link not only a person but also an intermediary organization responsible for bringing the deal.

It would also be valuable to have the ability to build AI-enabled workflows that use custom prompts for processing and enrichment.
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It would be great to have an AI-powered enrichment feature that automatically adds public web data to each organization and contact — such as profile images, social media links, and other relevant information. I would be willing to pay for this type of enrichment.

Additionally, for Deals, it would be very useful to have the option to link not only a person but also an intermediary organization responsible for bringing the deal.
0
It would be great to have an AI-powered enrichment feature that automatically adds public web data to each organization and contact — such as profile images, social media links, and other relevant information. I would be willing to pay for this type of enrichment.
2
When operating in Germany, France, and similar markets, it’s essential to use the correct form of address for each person. In German, for example, you must distinguish between Sie (formal) and du (informal) and include academic titles where applicable. For instance, Dr. Daniel Müller should be addressed as Herr Dr. Müller.
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Improvement to LinkedIn integration
Team, while the LinkedIn plugin is great for activating prospects, I'm finding it to be quite manual to monitor if a lead I reached out to accepted my invite.  I've seen many invites get accepted, but the prospect doesn't respond to my initial note.  It would help to have the system automatically put cold/warm linkedin outreaches into a Connection accepted stage once that event is triggered.  Thank you!
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Hi, Wondering if the LP Research could be made searchable especially searching Organizations and Quicknotes for relevance to  fund thesis?
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We should have a way to have duplicated be mark as "no conflict" we have several people that have the same name and last name yet totally different humans
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We are enjoying the new update. However it removed an ability we were using. In the previous window we were allow to assign to no one a deal. We use this when a deal is declined and we had nothing else to do to it. Now there seems to be no way to assign to no one a deal
3
Currently, the "City" (Location) field is a standard field for People and is visible in Fundraising and Deal Flow funnels, but it does not automatically appear as a column in the Connectors pipeline. There is no built-in option to display the default "City" field as a column for Connectors at this time.

As a workaround, its suggested I create a custom data point called "City" for your Connectors pipeline and enable it as a column. This allows me to manually enter and display city information for each connector (however when the data is imported via Chrome extension it reads to the Location data field so its more automatically captured. 

As connectors are people records, possible to add City as one the Column data fields without a custom/duplicate data field? 

THANK YOU!
1
Capturing feedback
It would be great if I could email feedback received into hub, hub can use AI to track and make the feedback actionable.
0
Admin Emails
Team, I've received notes from a few LPs who would like me to always have their EA copied on emails being sent to them.  It would be great if we could add an EA (or multiple team member) emails that the system automatically puts in cc anytime an email is sent to the LP.  As we scale, these one off requests for cc'ing admins become very difficult to keep track of.
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Email Template Idea

Team, it would be great if there were a way to save an email I draft in hub as a template for future use.  I find it easier to write an email and save it as a template instead of writing a template first.  It would also be very helpful to have the "Files" tab display links to specific files (ranked by most often shared or viewed) so that I don't have to go through the extra steps of copying a sharing link with each individual file that I'd like to share. When I share a link to a file, 99% of the time it's for a specific file, not a whole folder.  Thank you!
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Roadmap idea: Chrome extension data fields request
- Tags
- Stage
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I would love to see the following feature:

- When uploading a firm it auto triggers a deep research on the firm based on the a pre-defined prompt
- Auto pre-populate quesionts and answer
- Auto validtes rates against criteria
2
Metrics
It would be great if Hub could have a dashboard tracking metrics such as new LP prospects, follow-up calls/emails, events hosted.
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Hi: I have a conversion rate of 90% and your dashboard is showing a 10% conversion rate. Some of the LPAs I sent, I had to resend again because the LP had included the wrong name in the agreement. The incorrect LPAs should not be taken into account for conversion rate. Please revise your statistics
1
It would be helpful if Merge were more capable. The company AtmoSpark is in our company list three times and we could not merge any of the entries.
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Reply to prior email when using email automation

For email automation, could follow-up emails be replies to prior emails sent? When writing follow up emails manually, no one creates new threads, they reply to an existing one. I've used Gmass in the past. They have the feature and it's really nice! https://www.gmass.co/features/send-as-replies
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When creating an in-person event, the default is to hide the location until they register. It would be helpful to be able to toggle that functionality off sometimes. (Location may be part of their decision to attend.)
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Bug with Newsletter Feature
When I use the tool "Send to Additional Recipients" and type in a name, the software adds a few text characters next to the selected name that I have to delete.
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When adding a non-linkedin address the AI adds the prospect but when saving edits it doesn't allow as it is expecting a linkedin profile . it should either add it as the "web URL" or allow other non-linkledin addresses.
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LP List (Decile Research) Rocks!  A flag/tag for the ones that could/would invest in a fund #1, would be super duper helpful
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When adding a referral it is required to be a person. I manage to hack around it by adding the org with Name + LastName format... I added Angel Last name Hub to got it hehehe.... but I think it should have a company/organization as well... specially with Angel Networks that refer things. 
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Improvement when updating table view
It would be great to have a drag down feature like in Excel to populate a whole column when working in the table view.
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Improvement for Tag field
I'm trying to quickly go through and add tags to the LP pipeline in the table view.  It closes the window immediately after I add a tag.  It should allow one to add multiple tags before closing the editing window.
👀 1
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I'd like to suggest some additional features to the Limited Partners Funnel - it would be helpful if Hub kept track of the total number of PACTs Sent, PACTs Signed, LPAs Sent, and LPAs Signed, along with the associated conversion rates at each step. It would also be nice to be able to sort LPs by Tag, agnostic of which stage they are currently in. 
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I'm using the Chrome plugin for the first time.  It would be great to have the stage be added to the data imported.  Specifically, I'd like to have the ones I'm pulling today from Sales Navigator enter the Outreach - MD stage.
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When I use the Chrome plug in to import an LP from LinkedIn I also usually get his company imported as an organization.

Most of the time his company is irrelevant - if an LP is a VP at Google I do not really care and I would rather not pollute my DB of organizations.  Can you give us the option when doing the import to clear the Organization field?
5
Adding files to email
It would be helpful if this panel on the email screen would allow you to drill down and select a specific file to link into an email.  At the moment, it just provides a link to the top level folder.
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Are there any tips or best practices for using the Chrome extension? I'm pulling LPs in from lists I have made in LinkedIn Sales navigator. So far it's a very slow process using the extension. Perhaps I'm doing it wrong?
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Here are a few points I think would be useful: 
  1. Calendar integration: The ability to schedule LP follow-ups, startup check-ins, and meetings would be immensely beneficial.
  2. Automatic prioritization of LPs based on LinkedIn engagement and email campaign activity could streamline the process
  3. The deal memo interface: It is a little text-heavy. Could we have a more data-driven approach, allowing input of key metrics and URLs for AI analysis (including data sheets/ excel/ PPT).
  4. The sidebar is a little buggy and keeps closing or scrolling away. Having that stay when the dropdown menu is clicked on would be improve UI. 
  5. Also further use AI to prompt next step after completing a section

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The lack of a calendar feels like a missed opportunity. What if I need to know when to follow up with an LP, check up on a startup, or book a meeting? I can see many use cases. 
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LP AI Tool
I'd love to be able to have Hub automatically prioritize LP prospects based on their linkedin engagement with my content and activity reading email campaigns in Wix.  At the moment it is very manual.
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The deal memo seems to be quite text-heavy in terms of input. The question is whether the following approach could be possible:
  1. Input Based on Key Metrics and URLs:
    • Instead of providing large text blocks, the input could primarily consist of key metrics and relevant URLs. The AI could then analyze this data and automatically fill in the relevant sections of the memo.
  2. Example – Market Size:
    • Instead of inserting lengthy text, the user could simply input key metrics like TAM (Total Addressable Market), SAM (Serviceable Available Market), etc., and select overarching categories (e.g., SaaS, EdTech, etc.).
    • Additionally, the user could specify regional markets and target demographics. Based on this information, the AI could then search the internet for relevant forecasts and automatically populate them. The AI could also conduct initial research on potential competitors in these markets and include their key metrics.
  3. PPT Pitch Analysis:
    • Another option would be for the AI to automatically extract information from the startup’s pitch deck (in PPT format) and verify the details with additional research.
  4. Investment Fit Evaluation:
    • For questions like "How does this investment fit within your fund's thesis?", the AI could generate an evaluation based on the data inputted earlier.
    • It might also be helpful if the GP (General Partner) could provide a benchmark startup with optimal data related to their fund thesis, so that future deals could be measured against this benchmark for consistency.
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Drag and drop deal management (like a mind-map in Miro) would be super useful
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·       Deal Sourcing - Automated Pipeline Engine (qualified by thesis and/or tied to network)

·       Deal Screening - AI-powered Diligence & Investment Memo draft generation (with IC recommendation)

·       LP Funnel Development – NFX-like LP target list generation using linked email account(s) as well as LinkedIn connections


Email template modified easily given option to overwrite or save as new template. 
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Integration with GoodNotes would be great, AI parsing my notes, adding relevant content around company profile, next steps, areas to capture in the deal memo, etc.  Use a different color ink to direct the AI on what to capture/not capture.
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AI note taking straight form a Zoom/Meet call into the dealflow and prospect profile of the startup. Reducing manual input and time waisted on admin tasks on a daily basis.
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Would love to have your development team execute this proposal I put together a few weeks ago to increase productivity in performing due diligence.  I'd love for the platform to capture my personal knowledge as I interact with the model, but in a closed manner for Heinz Ventures as our ability to find connections in disparate data sources and develop asymmetric information in development of the investment thesis is a proprietary capability of our firm.  I'd also like to be able to feed the model proprietary data sources.  @Adeo Ressi
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My two cents: :)

Would be great if we can create a small walkthrough for new users similar to Apollo.io. That will really help in navigating the functions. 
There's a lag in email deliverability to LPs.
And, if the ask a question bar can give an option to read the documents and answer through it.
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