Roadmap idea: Chrome extension data fields request
- Tags
- Stage
- Tags
- Stage
Posted by
Posted by
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
- 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
Metrics
It would be great if Hub could have a dashboard tracking metrics such as new LP prospects, follow-up calls/emails, events hosted.
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
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
Posted by
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.
Posted by
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
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
Posted by
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
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.
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.
Posted by
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
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
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
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.
It would be great to have a drag down feature like in Excel to populate a whole column when working in the table view.
Posted by
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.
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.
Posted by
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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.
Posted by
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.
Posted by
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?
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
multi-file uploading
Posted by
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.
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
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
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
Posted by
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
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.
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
The deal memo seems to be quite text-heavy in terms of input. The question is whether the following approach could be possible:
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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.
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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.
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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.
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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
Drag and drop deal management (like a mind-map in Miro) would be super useful
Posted by
· 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
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
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.
Posted by
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
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.
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
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.
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.
Posted by
A non-dilutive grant from a government (or philanthropy etc) is not an existing investor type in the current list
Posted by
When adding funding history in the deal memo, it shows zero in the funding history overview when it is a non-dilutive grant.
Posted by
When you translate an Email, it does not translate the subject line
Posted by
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
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.
Posted by
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.
Posted by
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.
Posted by
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!
Posted by
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
It would be a better experience if the template replaced the PACT link with the custom link you just created
Posted by
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.
Posted by
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.
Posted by
Suggestion for optimizing the process when setting up a new deal memo.
This is the current prompt:
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.
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
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
When I select Convertible Debt under Security type, would it be possible to add a field for interest and maturity date?
Posted by
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
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.
Posted by
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.
Posted by
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.
Posted by
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.
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.
Posted by
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.
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