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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.

Posted by

Jenna Sleefe

July 17 at 06:52 pm

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!

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Posted by

Eric S. Heinz

July 15 at 12:32 pm

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.

Posted by

Eric S. Heinz

July 14 at 05:10 pm

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.

Posted by

Eric S. Heinz

July 14 at 02:37 pm

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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Posted by

Jenna Sleefe

July 10 at 07:42 pm

Roadmap idea: Chrome extension data fields request
- Tags
- Stage

Posted by

Daniel Szabo

July 09 at 03:39 pm

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

Posted by

Eric S. Heinz

July 06 at 04:09 pm

Metrics
It would be great if Hub could have a dashboard tracking metrics such as new LP prospects, follow-up calls/emails, events hosted.

Posted by

Galit Flasterstein

July 02 at 08:58 pm

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

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Posted by

Bob Bridge

June 26 at 08:01 pm

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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Posted by

Mike Chan

June 10 at 02:45 pm

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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Posted by

Jonathan Bragdon

June 05 at 11:25 pm

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.)

Posted by

Eric S. Heinz

June 04 at 01:26 pm

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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Posted by

Jorge Vargas

May 30 at 03:35 am

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.

Posted by

Jeremy Geiger

May 29 at 11:30 pm

LP List (Decile Research) Rocks! A flag/tag for the ones that could/would invest in a fund #1, would be super duper helpful

Posted by

Jorge Vargas

May 29 at 05:03 pm

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.

Posted by

Eric S. Heinz

May 18 at 06:51 pm

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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Posted by

Eric S. Heinz

May 18 at 01:11 pm

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.

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Posted by

Derek Mether

May 09 at 08:58 pm

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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Posted by

Eric S. Heinz

April 30 at 03:58 pm

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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Posted by

Michel Friedman

April 25 at 10:28 am

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?

Posted by

Eduardo Gomes Küpper

April 11 at 03:21 pm

multi-file uploading

Posted by

Eric S. Heinz

April 07 at 10:10 pm

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.

Posted by

Genevieve LeMarchal

March 28 at 08:27 pm

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?

Posted by

Rishika Agarwal

March 27 at 04:26 pm

Here are a few points I think would be useful:

Calendar integration: The ability to schedule LP follow-ups, startup check-ins, and meetings would be immensely beneficial.
Automatic prioritization of LPs based on LinkedIn engagement and email campaign activity could streamline the process
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).
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.
Also further use AI to prompt next step after completing a section

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Posted by

Sasha Sternik

March 27 at 11:31 am

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.

Posted by

Eric S. Heinz

March 27 at 02:19 am

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.

Posted by

EUGENIA GAGIN

March 27 at 01:04 am

The deal memo seems to be quite text-heavy in terms of input. The question is whether the following approach could be possible:

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.
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.
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.
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.

Posted by

Prashant Agrawal

March 26 at 08:42 pm

Drag and drop deal management (like a mind-map in Miro) would be super useful

Posted by

Alois Monger

March 26 at 08:37 pm

· 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.

Posted by

Eric S. Heinz

March 26 at 07:14 pm

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.

Posted by

Floris van der Meer

March 26 at 06:59 pm

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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Pinned

Posted by

Eric S. Heinz

March 26 at 06:40 pm

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

Posted by

Sakshi Gupta

March 26 at 05:19 pm

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.

Posted by

Eric S. Heinz

March 26 at 01:25 pm

Opportunity to improve GUI for VDR in Hub.

I find it a bit confusing that there are two "create folder" buttons on the view when going through the VDR section of hub. If I'm navigating through a folder hierarchy, it should assume that if I want to create a new folder, it's going to be a new folder within that hierarchy. Same goes for uploading files. The button on the top seems to create a random folder with no link to the hierarchy I'm in.

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Posted by

Judith Ketelslegers

March 22 at 12:08 pm

A non-dilutive grant from a government (or philanthropy etc) is not an existing investor type in the current list

Posted by

Judith Ketelslegers

March 22 at 12:07 pm

When adding funding history in the deal memo, it shows zero in the funding history overview when it is a non-dilutive grant.

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Posted by

Daniel Szabo

March 20 at 05:12 pm

When you translate an Email, it does not translate the subject line

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Posted by

Vincent Berk

March 11 at 02:51 pm

Email BCC to Hub -- would be great to have a feature where each Hub user has a specific email address they can copy in their BCC field (of their regular mail client) to attach that email as an Activity to the recipient in Hub.

Posted by

Eric S. Heinz

March 11 at 01:13 pm

It would be helpful to have a spot on hub where I can quickly find quarterly financial statements, such as under the accounting drop down.

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Posted by

Genevieve LeMarchal

February 27 at 08:12 pm

In the capital call pipeline, I notice that the pre-loaded email template to confirm the receipt doesn't load the proper $ amount in. One LP was behind 2 capital calls. They sent their total amount to catch up, but the email template only noted the amount of the last call, not their total amount sent. So I had to delete and manually enter the amount we'd actually received in the bank.

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Posted by

Eric S. Heinz

February 20 at 04:28 pm

I'm preparing my deal memos in Word in order to have the formatting align with my branding. It would be helpful to have a way to export the ratings into a word document so that I don't have to snapshot each section and copy/paste into Word.

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Posted by

Eric S. Heinz

January 30 at 11:30 pm

When deal memos are sent to others on the deal team, are the ratings from other team members hidden until the user submits their own deal rating? Just want to make sure we're reducing a source of potential bias in the review process. Thank you!

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Posted by

Michael Coates

January 30 at 05:02 pm

When creating a custom pact link to send in an email the next step is to then select a template. However, the template then inserts the old default PACT link. As a user you have to notice this mistake and copy over the new custom PACT link. If you don't, you'll accidentally send the default PACT link instead of the custom one.

It would be a better experience if the template replaced the PACT link with the custom link you just created

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Posted by

Eric S. Heinz

January 17 at 05:06 pm

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.

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Posted by

Eric S. Heinz

January 17 at 04:53 pm

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.

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Posted by

Eric S. Heinz

January 17 at 04:04 pm

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

This is the current prompt:

ADD NEW DEAL MEMO

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.

Posted by

Eric S. Heinz

January 17 at 03:54 pm

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.

Posted by

Eric S. Heinz

January 17 at 03:51 pm

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

Posted by

Eric S. Heinz

January 17 at 03:33 pm

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.

Posted by

Eric S. Heinz

January 17 at 03:24 pm

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.

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