Using Decile Hub

@Brian Bell If you can send us the list at developers@decilegroup.com I can backfill these for you.

@Brian Bell If you can send us the list at developers@decilegroup.com I can backfill these for you.

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...

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 types. (Also if you need us to remove any duplicate pipelines let us know and we can clean one of those up once you've decided the best way to manage this)

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...

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 add, so we will add it to the roadmap.

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...

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 file. [1.png][2.png]

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

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

@Ron Ondechek Jr We removed the + button because it was not being used frequently enough to keep it active. 

@Ron Ondechek Jr We removed the + button because it was not being used frequently enough to keep it active. 

Startup companies can submit information directly into your Dealflow pipeline using an Investment Inquiry Form that you can customize to collect any kind of information, such as a pitch deck. You can access and edit the Investment Inquir...

Startup companies can submit information directly into your Dealflow pipeline using an Investment Inquiry Form that you can customize to collect any kind of information, such as a pitch deck. You can access and edit the Investment Inquiry Form for Dealflow submissions under Dealflow / Deals / Deal funnel in the Left Nav. The link to share the form with startups is available on this page.

@Mahzad Sharifahmadian PhD MBA are the email templates using the account.name variable below sender.full_name. That might be why you think it is not updating.  1. expand fundraising with the > in the left nav 2. click "LP Emails" 3. sel...

@Mahzad Sharifahmadian PhD MBA are the email templates using the account.name variable below sender.full_name. That might be why you think it is not updating.  1. expand fundraising with the > in the left nav 2. click "LP Emails" 3. select a template 4. if you see account.name at the bottom do the following 5. delete the account.name  6a. in the right side of the template writer (which is also available in individual emails) click "Variables" tab between "AI Assistant" and "Files" 6b. OR type {{sender.email_signature}} space bar and the variable will be recognized Then when you go to send these templates it will be taking your created signature 

The API is only available to Premium Hub members and firms in Decile Partners. We are starting to move features that have costs associated with them to paid members of the community. If you need access to the API or any other premium f...

The API is only available to Premium Hub members and firms in Decile Partners. We are starting to move features that have costs associated with them to paid members of the community. If you need access to the API or any other premium features in Hub, such as AI email drafting, Gmail sync, or newsletter functionality, below is the link in Hub to enable Premium. https://hub.decilehub.com/premium/plans After signing up for a premium package, you will see API under Settings and click "you can generate here" to get the needed token for the browser plugin.

Running an event in Decile Hub is easy. There are templates for promotional Content events and VIP private Conversion events. Begin with a simple, manageable gathering to build confidence and test your event management skills. Here’s a s...

Running an event in Decile Hub is easy. There are templates for promotional Content events and VIP private Conversion events. Begin with a simple, manageable gathering to build confidence and test your event management skills. Here’s a straightforward guide to help you run your first event successfully. • Choose Event Type: Start with a Venture Happy Hour using an event template in Decile Hub. This allows for easy networking in a relaxed atmosphere. • In Hub, go to “Events” in Decile Hub and click “Create an Event” at the top right. Select “Venture Happy Hour” from the template drop down. • Select Venue: Pick a local bar or cafe with a semi-private area or that is quiet. Ensure the space can comfortably accommodate 10-15 people. • In Hub, click on the event name and under “Settings”, you will be able to add the “Venue Name” and “Venue Address.” • Set Date and Time: Choose a weekday evening, typically Tuesday through Thursday, from 6:00 PM to 8:00 PM. • In the Hub event, under “Settings”, you will see the event date and time, timezone, and duration, and set the duration for 2+ hours. • Create Guest List: Invite 20-30 potential LPs by moving , aiming for 10-15 attendees. Include a mix of current contacts and new prospects. • In Hub, go to the “Fundraising” pipeline and select LPs that you want to invite using the checkboxes. At the top in green, click “Copy” and select the event name with the stage, “Guestlist – NOT YET INVITED.” • Send Invitations: Finish the event configuration, and send the event email using Decile Hub before noon local time. • In the Hub event, under “Settings”, edit the event templates to match your style, particularly “1.a. Event Invite” and 2.a. Registered”. • In the Hub event once everything is properly set-up above, click the “Publish Event and Send Invites” button and this will automatically invite the LPs on your Guestlist using the template email. The Decile Hub template events include: Content Events Content events are public gatherings designed to attract a wide audience of potential limited partners. These events serve to build relationships and establish credibility without directly discussing fund details or investment theses. Content events typically include: • Venture Happy Hour: Organize casual gatherings to build relationships in a relaxed setting. • Venture Insights: Industry experts share market trends and insights, positioning the firm as a knowledge leader. • Founder Spotlight: Showcase successful portfolio companies or industry innovators to demonstrate the firm’s value-add capabilities. • Venture AMA: Host an “Ask Me Anything” session to engage with the community and address their questions about venture capital. • LP Networking: Facilitate connections between current and potential limited partners to foster a sense of community. Conversion Events Conversion events are private gatherings focused on converting interested LPs into investors. These events allow for more detailed discussions about fund specifics and investment opportunities. Conversion events typically include: • VIP Fund Overview: Present a comprehensive overview of the fund strategy, performance, and team. • VIP Fund AMA: Host a private “Ask Me Anything” session for qualified LPs to address specific questions about the fund. • VIP Investor Dinner: Organize intimate gatherings for high-potential LPs to facilitate relationship-building. • VIP Quarterly Update: Provide detailed updates on fund performance and portfolio companies to current and prospective LPs. • VIP LP Deal Review: Offer insights into recent or upcoming investment opportunities to showcase the firm’s deal flow and decision-making process. Managers want to run 2 public Content events for every 1 private Conversion event until they have a strong group of prospects identified, at which point managers may do 1 Content event to every 1 Conversion event or only run Conversion events.

If you have questions about Hub or unlocking functionality, please post a new question to the Hub Support channel.

If you have questions about Hub or unlocking functionality, please post a new question to the Hub Support channel.

1. left navigation click files 2. In the lower left of the page that loads is "Shared LP files" with your fund name nested below that 3. click that fund name 4. you will see folders with all your LP names 5. within each folder named for ...

1. left navigation click files 2. In the lower left of the page that loads is "Shared LP files" with your fund name nested below that 3. click that fund name 4. you will see folders with all your LP names 5. within each folder named for your LPs is the fully executed LPA for each

This is a great question, and I understand your concern.  We have built Decile Hub to be entirely walled off between each of the accounts that have signed up.  What that means is the only people viewing your inserted data are the write...

This is a great question, and I understand your concern.  We have built Decile Hub to be entirely walled off between each of the accounts that have signed up.  What that means is the only people viewing your inserted data are the writer, the owner of the account (usually the General and Managing Partners), the teammates of the account with permission to view those areas (pipelines, deals, directory, etc), and when you need hands-on help you can turn on "VC Lab Assistant" in the team settings so that a select few Decile Super Admins from within the Decile Group team can help pull together some fixes in your account.  To expand on that latter point for peace of mind. If you have VC Lab Assistant disabled, Super Admins do not have a way to access your account. That is permission that YOU control which we might request access to briefly in the event we need to help you resolve an implementation error, or when running a 1-on-1 tutorial to walk you through certain features using your account rather than randomized demo data within our sandboxes. The third area where we can support with VC Lab Assistant is with customizing Pipeline variables. Then a fourth is with creating custom forms for startup intake, LP interest, feedback, or otherwise. Looking forward along the roadmap, we are trying to figure out how to best enable an account to opt-in to sharing isolated information to a select community along the lines of: "This is a great opportunity that just came across my radar in the biotech space, with two other decile hub funds I believe we can close this round. Here's what we have done for diligence so far. {{Fund Manager X}} you have expertise in this space, what do you think about collaborating for a co-investment?"

Typically funds invest in one currency and it's usually USD. This is because many companies with the ambition to become venture scale, usually move their HQ to a major domicile such as Delaware. VCs tend to standardize their currency for...

Typically funds invest in one currency and it's usually USD. This is because many companies with the ambition to become venture scale, usually move their HQ to a major domicile such as Delaware. VCs tend to standardize their currency for Limited Partners and investments as well and rarely go through the trouble to convert currency. 

They receive an email that summarizes the capital call notice and a link to log in to Decile Pro (https://decilepro.com/) to review more details and to retrieve wire instructions. 

They receive an email that summarizes the capital call notice and a link to log in to Decile Pro (https://decilepro.com/) to review more details and to retrieve wire instructions. 

In Hub on the left nav, select Back Office, Investments then click Update Valuation next to the portfolio company. Now click Add Funding Round and add the relevant information for the new round, click Save. Now click Funding Rounds and s...

In Hub on the left nav, select Back Office, Investments then click Update Valuation next to the portfolio company. Now click Add Funding Round and add the relevant information for the new round, click Save. Now click Funding Rounds and select > for the applicable new Funding Round (the one you just added) , attach documents (like the priced round agreements and conversion spreadsheet)and links to the new funding round, then click the Notes tab and add relevant notes, click Save.

In the registration confirmation email they are provided with add to calendar links. And immediately after registering they are shown iCal, outlook, and gCal links.

In the registration confirmation email they are provided with add to calendar links. And immediately after registering they are shown iCal, outlook, and gCal links.

Please follow these steps, see screenshots for clarification. • Navigate to Events. • Click on the respective event. • You will see three menu options: "Event Details", "Settings", and "Event Attendees". • Click on "Event Attendees". • C...

Please follow these steps, see screenshots for clarification. • Navigate to Events. • Click on the respective event. • You will see three menu options: "Event Details", "Settings", and "Event Attendees". • Click on "Event Attendees". • Click on "Edit Stages". • Click on the "Invited" stage to expand it. • Notice the first two tasks are automated emails. • Click on the "Edit task" symbol for the task you want to edit. • To turn off automation for the second email, untoggle the "Automate this task" button. • Click on Save.

When the same Limited Partner (LP) signs a new PACT (using the same email address as before) with a higher amount, the system overwrites the existing PACT. This overwrite includes updating the PACT amount to the new higher value and the ...

When the same Limited Partner (LP) signs a new PACT (using the same email address as before) with a higher amount, the system overwrites the existing PACT. This overwrite includes updating the PACT amount to the new higher value and the date of signing to the new date.

Are you asking us how to access your files in Decile Hub's File System? • If so: • Navigate to the "FILES" section in the left navigation. • Click on "All Folders." • You have two Custom Data Rooms/Folders in your Hub account, one ...

Are you asking us how to access your files in Decile Hub's File System? • If so: • Navigate to the "FILES" section in the left navigation. • Click on "All Folders." • You have two Custom Data Rooms/Folders in your Hub account, one is called "Unfiled" and the other is called "Data Room." • Click on them to access your files in that particular Data Room/Folder. Let us know if you have any further questions.

This is a known issue that we'll try to get fixed up soon. To add a tag ensure you hit the "Enter" or "Space" key after the tag and it should be successful. Here's a video explaining it further: https://www.loom.com/share/36d3f10d4b6942c...

This is a known issue that we'll try to get fixed up soon. To add a tag ensure you hit the "Enter" or "Space" key after the tag and it should be successful. Here's a video explaining it further: https://www.loom.com/share/36d3f10d4b6942c0b76d13deaad05550

Currently, adding funds through the platform by yourself is not supported. Could you please share why you need to add a second fund? Understanding your specific needs will help us provide the best possible assistance. For example, if you...

Currently, adding funds through the platform by yourself is not supported. Could you please share why you need to add a second fund? Understanding your specific needs will help us provide the best possible assistance. For example, if you're looking to fundraise for an SPV, setting up an additional SPV pipeline under our Fundraising section might be a more efficient solution than creating a new fund. Please note, we generally recommend waiting until your first fund is fully closed before adding a second one. If a second fund is essential at this stage, we can assist in setting this up for you, ensuring it aligns correctly with your goals.

User variables are data points that users create and define for specific needs. They can represent a variety of information such as a URL, a name, a date, or any other specific data that the user wants to use regularly. These variables c...

User variables are data points that users create and define for specific needs. They can represent a variety of information such as a URL, a name, a date, or any other specific data that the user wants to use regularly. These variables can be inserted into email templates or documents, and they will be auto-populated with the relevant data when used. System variables are predefined data points set by the system. They represent common pieces of information that are frequently used, such as a prospect's name, a firm's name, or a link to a deck from a data room. These variables are automatically populated with the relevant data when used in emails or documents, streamlining the process of personalizing communications or documents. To summarize, the main difference between user variables and system variables lies in their creation and purpose. User variables are created by users to meet specific needs and can be customized based on the information they want to use regularly. On the other hand, system variables are predefined by the system and represent common pieces of information that are frequently used across different users. While both types of variables are auto-populated with relevant data when used, user variables offer more flexibility as they can be tailored to individual user requirements.

We are reworking this system to make it better, however, there is a workaround in the meantime that provides direct access to files through a variable to your pipeline prospects.  1. go to your folders, let's use Sample-Capital-DataRoom,...

We are reworking this system to make it better, however, there is a workaround in the meantime that provides direct access to files through a variable to your pipeline prospects.  1. go to your folders, let's use Sample-Capital-DataRoom, as the example: https://sample.decilehub.com/data_room/folders/RnelPZGq 1. that is a dud URL i just created 2. go to the folder file you want to share in a new tab let's use "Sample-v2024-04-22" as the example 1. right click on "Presentation" click "open in new tab" 2. click on  Sample-v2024-03-22.pdf 3. you will see this as your URL: https://sample.decilehub.com/data_room/folder_files/3N9VgRnZ 3. click the carat ">" next to Fundraising in your navigation 4. right click on LP Emails, "Open in new tab" 5. you now have three tabs, the folder, the file, and an email template writer 6. in the body of your email template if you would like to send an email to someone to receive a single file you will type the following exactly 1. [[data_room.Sample-Capital-DataRoom/folder_file=3N9VgRnZ]] 2. where "Sample-Capital-DataRoom" is the name of the parent folder from step 1 3. where "3N9VgRnZ" is the path from the file URL in step 2.3 7. When you send this to a prospect in your pipeline they will receive the following in their email 1. https://sample.decilehub.com/data_room/preview/1bvZaNd37-T3St5-lLvbs-T0JwTJ?file=3N9VgRnJ 2. This will take them directly to the file you are looking to share

Tags are great for this use case. Also, you can setup a Meeting stage where you can move LPs that you have met with. 

Tags are great for this use case. Also, you can setup a Meeting stage where you can move LPs that you have met with.