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Using Decile Hub

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Decile Hub is the leading platform to grow and manage next generation venture capital firms. The platform of choice for over 500 VC firms
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I am having trouble with the BackOffice functions of Decile Hub-Potential User Settings Bug

Hi, I am having trouble navigating the BackOffice functions of Decile Hub.   I am working on this assignment where I have an LP who has invested money and I need to generate an annual report, set up a capital call, and experiment with updating a valuation.  For this assignment, I have added the capital from my LP who signed a PACT and is at the closing stage, but nothing is not showing up in the capital accounts tab, so I can't even generate an annual report.  Does anyone have any insights or tips? Thanks in advance

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How do I edit a custom data point I've already added to prospects in the funnel?

How do I edit a custom data point I've already added to prospects in the funnel? (As another aside, I added a drop down "Geo Group" with results like SoCal, NorCal, NorEast... so we could group people for traveling events. However I've now learned every new entry has the first option automatically applied (SoCal) rendering those results useless and my data bad. I now need to go in and add a 'None' option first so that new entries don't get added to SoCal...) I'm surprised a result from the drop down is being automatically added, where all the other custom fields I applied are happy to be blank when a new entry is created. Bit of a bummer.

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I have added two prospects into the pipeline, they are both from the same organization. how do i convert them into an organization instead of independent lines?

I have two named prospects in my pipeline (Josh and Scott), they are both from the same organization.  I created the organization, and I linked them, but all three are still appearing in teh funnel as three separate entities: the two individuals and the organization.  How do I get them to appear as just the organization? 

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Does Decile Hub's AI craft answers based on the inputs given by the community, or does it also look outside in the VC ecosystem to collate answers?

Top answer:

We purposely do not allow Base to search outside of our database because much of the information that you will find about VC online is wrong. 

 -  Mike Suprovici
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What does PACT stand for?

Hey, just alerting the team that this is a very basic question Base's LLM should be trained to know[Screen Shot 2025-03-06 at 10.25.20.png].

Top answer:

Pledge Agreement for Capital Transaction 

 -  Mike Suprovici
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Does decile hub gmail integration pull in emails that were sent via gmail?

I have decile hub integration into gmail. I see that i can send emails via decilehub. But it's unclear if decile hub is capturing emails that are sent to contacts when I send that email outside decilehub and instead natively through my linked gmail account. I have examples where the email is captured by decile hub and correctly linked to the contact. But in other situations it seems not to work. It definitely doesn't work if I send the email in Gmail first and then next add the contact into decilehub. Two questions. 1. What is the intended behavior here so I can understand? 2. Ideally, decilehub would use the gmail integration and would pull in all communication into the user record in decilehub regardless if the email was sent via decilehub or via gmail directly Thanks!

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Does decile hub gmail integration pull in emails that were sent via gmail?

I have decile hub integration into gmail. I see that i can send emails via decilehub. But it's unclear if decile hub is capturing emails that are sent to contacts when I send that email outside decilehub and instead natively through my linked gmail account. I have examples where the email is captured by decile hub and correctly linked to the contact. But in other situations it seems not to work. It definitely doesn't work if I send the email in Gmail first and then next add the contact into decilehub. Two questions. 1. What is the intended behavior here so I can understand? 2. Ideally, decilehub would use the gmail integration and would pull in all communication into the user record in decilehub regardless if the email was sent via decilehub or via gmail directly Thanks1

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how to add a investment counter on a custom pipeline

Top answer:

Hi Catarina, right now, there's no ability to change pipeline headers or add summing functionalities. But, as you've seen, both the dealflow and investment pipeline types have these, so you might consider using one of those pipeline typ...

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Email LP Scraping

Hi All! I just recently joined Decile Hub. I'm beginning to add my LP prospects, and I have a good deal of previous communications in my Google email inbox. Is there a way to import LP prospects from previous email threads on my linked Google account, or do I have to add them in manually? Thanks!

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How can I filter LPs in Hub based on their country of residence?

Top answer:

As of the end of 2024, you can not filter LPs based on country of residence or geography directly in the pipeline. However, you can Tag LPs based on their country or region, and then filter based on Tags. This is good functionality to ad...

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Chrome Extension

Hi! After installing the extension including the API Key, I keep getting stuck on this extension page (see screenshot). I removed the Extension and re-downloaded it, but still getting the same issue. [Screenshot 2024-10-27 at 1.35.02 PM.png]

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Can you rename a file once uploaded?

Can you rename a file once uploaded? 

Top answer:

Yes. Whenever looking at a folder, each file will have a 3 dot menu that has the "Edit/Re-upload" option. Alternatively, when viewing a file page, there will be a button to "Edit/Re-upload". Clicking that will open menu to rename the fil...

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Does Decile integrate with Airtable?

Top answer:

Decile Hub integrates with Airtable via Zapier. Go to API in the Settings menu to activate this integration.

 -  Mike Suprovici
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