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:
- 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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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.
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:
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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.
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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.
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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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.
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A non-dilutive grant from a government (or philanthropy etc) is not an existing investor type in the current list
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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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When you translate an Email, it does not translate the subject line
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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.
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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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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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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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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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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
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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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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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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.
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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.
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When I select Convertible Debt under Security type, would it be possible to add a field for interest and maturity date?
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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.
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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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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.
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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.
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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.
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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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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.
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It would be helpful to have the units reflected in the header for any value, such as Amount Raised/Raising, e.g. $M USD.
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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".
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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.
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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.)?
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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.
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Community Member
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.
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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?
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I'm jealous of previous cohorts who could use slack instead, could you please activate this again?
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Community Member
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.
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.
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Community Member
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.
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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?
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Community Member
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?
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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?
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Community Member
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?
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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).
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Community Member
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".
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Community Member
Is there a way to add a pixel tracker to Decile Hub events?
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