# Hub Support

How can I change the Primary Account 

Can you please explain why there is now a regular API key and a legacy API key? 
What is difference?  Why should I bother switching?

How can I create a custom form to collect prospect Name, Address, Email, and phone?

Events - Wrong Default Time Zone

I don't know if anyone else is getting this, but the default time zone when creating a new event is coming up as Mountain Time for me, and I'm in Central Time. 

AI Form Assistant did this...

Also, it overwrote correct info.  I don't think it shoudl be overwriting.

I get this message.

 A task for Calvin Yoon has been updated from "Automated" to "Manual" in the Investors pipeline. Hub attempted to run an automatic task for Calvin Yoon but it was unsuccessful and the automation has been paused. See details below  | Firm name: |  Reflect Ventures
| Pipeline: | Investors
| Stage: |  S.010 Cold Add
| Prospect: |  Calvin Yoon <No email>
| Email action: | https://reflectventures.decilehub.com/email_templates/3830716?pipeline_id=Lnp4lMvn
| Error(s): | This prospect does not have an email address
|  Developer notes:
[{"variable_name":"","error_type":"This prospect does not have an email address","variable_type":null,"variable_id":null}] 
|

How do I add  private@decilegroup.com  to my newsletter?

When I try to send an email using a template from the People Directory it deletes the email address and does not sub in the variables.

When I send out newsletters a small number of them seem to automatically and immediately show that the recipient clicked on some links.

I do not believe that all of these people opened, read, and clicked on link in same minute. 

@Woody Butler Why does my decilepro.com page show this spew on the right side of my page in preview mode?  "The Pharmacy Innovator Fund is a $5M seed-stage fund investing in technology companies modernizing U.S. pharmacy infrastructure. Our focus spans both B2B and B2C solutions that improve pharmacy economics and enable pharmacists to expand their clinical service offerings at scale. FUND SHEET - PHARMACY INNOVATOR FUND FUND OVERVIEW Fund Name: Pharmacy Innovator Fund Fund Structure: Start Fund (Series of Decile Start Fund, LP) Fund Size: $5,000,000 Investment Stage: Seed (Pre-seed to Seed) Target Sectors: Pharmacy technology, healthcare infrastructure, B2B/B2C software Geography: United States Fund Life: 10 years (+ 2 one-year extensions) Vintage Year: 2025 Close Minimum: $100,000 ECONOMICS Management Fee Structure: 1% annually (Start Fund model) - Year 1: 5% of fund size ($250,000) - Year 2: 5% of fund size ($250,000) - Years 3-10: 0% - Total Management Fees: $500,000 (10% of fund) Carried Interest: 18% (to Decile Group as fund sponsor) Preferred Return (Hurdle): 8% annually to LPs Fund Expenses: $0 (all operational costs covered by Decile Group) Investible Capital: $4,500,000 (90% of fund size) INVESTMENT STRATEGY Target Number of Investments: 20 companies Average Investment Size: $225,000 Target Ownership Range: 3-5% per company Reserve Ratio: 30% for follow-on investments Initial Investment Capital: $3,150,000 (70% of investible capital) Follow-on Reserve Capital: $1,350,000 (30% of investible capital) PORTFOLIO CONSTRUCTION Stage Focus: Pre-seed to Seed Target Entry Valuation Range: $3M - $8M post-money Check Size Range: $150K - $350K initial investment Expected Dilution at Exit: 50-70% from initial ownership Target Hold Period: 5-8 years Investment Pace: 8-10 companies Year 1, 6-8 companies Year 2, 4-6 companies Year 3 ALLOCATION TABLE | Metric | Value | | Number of Portfolio Companies | 20 | | Average Investment Amount | $225,000 | | Target Entry Valuation | $5,500,000 | | Target Ownership at Investment | 4.1% | RETURN PROJECTIONS - CONSERVATIVE CASE Failure Rate: 70% (14 companies return $0) Exit Distribution: - Failures: 14 companies @ $0 = $0 - Low Exits: 4 companies @ $8M exit value = $738,000 (4.1% initial ownership × 50% dilution = 2.05% at exit) - Medium Exits: 1 company @ $25M exit value = $256,250 (4.1% initial ownership × 60% dilution = 1.64% at exit) - High Exits: 1 company @ $75M exit value = $922,500 (4.1% initial ownership × 70% dilution = 1.23% at exit) Total Portfolio Returns: $1,916,750 Less Preferred Return (8% × $5M × 7 years avg): $2,800,000 Preferred Return Shortfall: ($883,250) Carried Interest: $0 (no carry until preferred return met) Net LP Returns: $1,916,750 TVPI: 0.38x IRR: -11% RETURN PROJECTIONS - BASE CASE Failure Rate: 60% (12 companies return $0) Exit Distribution: - Failures: 12 companies @ $0 = $0 - Low Exits: 5 companies @ $10M exit value = $1,025,000 (4.1% initial ownership × 50% dilution = 2.05% at exit) - Medium Exits: 2 companies @ $30M exit value = $984,000 (4.1% initial ownership × 60% dilution = 1.64% at exit) - High Exits: 1 company @ $100M exit value = $1,230,000 (4.1% initial ownership × 70% dilution = 1.23% at exit) Total Portfolio Returns: $3,239,000 Less Preferred Return (8% × $5M × 7 years avg): $2,800,000 Profit Above Preferred: $439,000 Carried Interest (18%): $79,020 Net LP Returns: $3,159,980 TVPI: 0.63x IRR: -6% RETURN PROJECTIONS - UPSIDE CASE Failure Rate: 50% (10 companies return $0) Exit Distribution: - Failures: 10 companies @ $0 = $0 - Low Exits: 6 companies @ $15M exit value = $1,845,000 (4.1% initial ownership × 50% dilution = 2.05% at exit) - Medium Exits: 3 companies @ $50M exit value = $2,460,000 (4.1% initial ownership × 60% dilution = 1.64% at exit) - High Exits: 1 company @ $150M exit value = $1,845,000 (4.1% initial ownership × 70% dilution = 1.23% at exit) Total Portfolio Returns: $6,150,000 Less Preferred Return (8% × $5M × 7 years avg): $2,800,000 Profit Above Preferred: $3,350,000 Carried Interest (18%): $603,000 Net LP Returns: $5,547,000 TVPI: 1.11x IRR: 1.5% RETURN PROJECTIONS - OPTIMISTIC CASE Failure Rate: 40% (8 companies return $0) Exit Distribution: - Failures: 8 companies @ $0 = $0 - Low Exits: 7 companies @ $20M exit value = $2,870,000 (4.1% initial ownership × 50% dilution = 2.05% at exit) - Medium Exits: 3 companies @ $75M exit value = $3,690,000 (4.1% initial ownership × 60% dilution = 1.64% at exit) - High Exits: 2 companies @ $200M exit value = $4,920,000 (4.1% initial ownership × 70% dilution = 1.23% at exit) Total Portfolio Returns: $11,480,000 Less Preferred Return (8% × $5M × 7 years avg): $2,800,000 Profit Above Preferred: $8,680,000 Carried Interest (18%): $1,562,400 Net LP Returns: $9,917,600 TVPI: 1.98x IRR: 10.5% FUND-RETURNING SCENARIO (3.0x TVPI TARGET) To achieve 3.0x TVPI ($15M total returns to LPs): Required Gross Portfolio Returns: $18,300,000 Realistic Path: - 2 companies exit at $250M+ with 1.2% ownership = $6,000,000 - 3 companies exit at $75-100M with 1.6% ownership = $4,200,000 - 5 companies exit at $25-50M with 2.0% ownership = $6,500,000 - 10 companies fail or return minimal capital = $1,600,000 Total: $18,300,000 gross returns COMPETITIVE ADVANTAGES 1. Market Foresight: 18-24 month advance visibility through NCPDP, NABP, NCPA board positions providing early insight into regulatory changes and payment pathway developments 2. Proprietary Deal Flow: Direct access to pharmacy ecosystem founders through governance roles and standards organizations 3. Value-Add Capabilities: Regulatory guidance, standards adoption support, and deployment assistance in community, rural, and underserved practice settings 4. Network Effects: Deep connections across independent pharmacies, chains, and pharmacy organizations for customer introductions and pilot programs 5. Timing Advantage: Policy enablement (CMS ACCESS, LEAD models) creating immediate infrastructure demand INVESTMENT CRITERIA Must-Haves: - Addresses pharmacy workflow, payment infrastructure, data interoperability, compliance, or care delivery enablement - Founder with pharmacy/healthcare domain expertise or deep understanding of pharmacy operations - Clear path to revenue within 12 months of investment - Defensible technology, network effects, or regulatory moat - Strong alignment with regulatory trends and reimbursement pathway evolution Nice-to-Haves: - Existing pharmacy customer traction or pilot programs - Standards-based approach (NCPDP, HL7, FHIR compliance) - Native integration capabilities with existing pharmacy management systems - Pharmacist founder or co-founder on the team - Participation from strategic pharmacy industry angels DEPLOYMENT TIMELINE Year 1 (2025): $1,800,000 deployed (8-10 initial investments) Year 2 (2026): $1,350,000 deployed (6-8 initial investments) Year 3 (2027): $900,000 deployed (4-6 initial investments + follow-ons) Years 4-5 (2028-2029): $450,000 reserved (follow-on investments in top performers) EXIT TIMELINE Years 1-5 (2025-2029): Active investment period Years 6-8 (2030-2032): Early exits begin (strategic acquisitions, secondary sales) Years 9-12 (2033-2036): Major exits expected (larger acquisitions, potential IPOs) FUND PERFORMANCE METRICS Target Metrics: - TVPI: 3.0x+ (top quartile) - DPI: 2.5x+ (cash returned to LPs) - IRR: 25%+ (top quartile) - Loss Ratio: <50% (better than industry average) Benchmark Comparison: - Top Quartile Seed Funds: 3.5x+ TVPI, 30%+ IRR - Median Seed Funds: 1.8x TVPI, 15% IRR - Healthcare Seed Funds: 2.2x TVPI, 18% IRR - Pharmacy Innovator Fund Target: 3.0x TVPI, 25% IRR RISK FACTORS 1. Regulatory Risk: Changes to pharmacy scope of practice, reimbursement models, or federal healthcare policy could impact portfolio company viability 2. Market Consolidation Risk: Continued consolidation of independent pharmacies could reduce addressable market for B2B solutions 3. Technology Integration Risk: Legacy pharmacy systems and resistance to change could slow adoption of new infrastructure 4. Competition Risk: Large healthcare IT vendors (Epic, Cerner, Surescripts) entering pharmacy infrastructure space 5. Execution Risk: First-time fund manager without prior institutional fund track record MITIGATION STRATEGIES 1. Portfolio Diversification: 20 companies across multiple pharmacy infrastructure subsectors reduces single-point failure risk 2. Infrastructure Focus: Targeting enabling infrastructure vs. consumer-facing solutions provides more defensible positioning 3. Regulatory Expertise: Deep involvement in standards organizations and policy development provides advance warning and adaptation capability 4. Founder Selection: Rigorous screening for domain expertise, execution capability, and market timing 5. Conservative Modeling: Base case assumes 60% failure rate and modest exit multiples, with upside scenarios requiring achievable outcomes LP REPORTING SCHEDULE Quarterly Reports: Portfolio updates, NAV calculations, capital call notices, distribution notices Annual Reports: Audited financial statements, K-1 tax documents, comprehensive performance review Ad Hoc Communications: Material events, new investments, exits, significant portfolio developments FUND ADMINISTRATION Administrator: Decile Group (full-service fund administration) Legal Counsel: Provided through Decile Start Fund structure Accounting: Provided through Decile Start Fund structure Compliance: Provided through Decile Start Fund structure Banking: Established through Decile Start Fund structure CONTACT INFORMATION Christian Tadrus, PharmD Investment Lead, Pharmacy Innovator Fund Tadrus Advisory Group, LLC Email: christian@tadrusadvisory.group Phone: 660.998.0291 Fund Website: https://decilepro.com/access/tag This Fund Sheet was prepared for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. The Pharmacy Innovator Fund is offered only to qualified investors pursuant to applicable exemptions from registration under federal and state securities laws.

"

File sharing is not working, where do I need to add a person to view and download a file?

Quick question, how do I integrate my email with the decile mail tool

 I cannot find the left navigation panel of my Decile Hub. Can you please enable the newsletter? Thanks in advance.

Best regards,
Malik

how do I add a user to Decile Hub?

Something seems to have gone wrong with the extension.  I am trying to import this person, but most of the fields for import are missing.

https://www.linkedin.com/in/james-graham-04326b2/

There is no pipeline or stage, name of person, location, etc.

How do I filter a pipeline by State?

I need to find all LPs in California so I can identify all that are in or near Los Angeles.  So can't just filter by city.

It makes no sense that we can filter by country or city but not state.  

Good morning! One of our potential LPs is trying to access our data room. I provided them with the direct link. They were prompted to create an account, which they did however it did not lead to the data room but rather led to a dashboard where they can search for funds -- and our fund is not even in the list!!!!!

I ask them to try the link again and now it is asking them to sign a subscription (they are not ready to do that) and prepare their funds for wire! They just want to review the data room....

Can someone help me to help them?

They are a bit annoyed so anything we can do quickly would be appreciated!! THANK YOU! 

Hello! I need to send an email to one of the stages in recruiting panel. I only see option Pipeline Prospect (default), how can I select everyone in this specific stage as recipients of the email?

Hello! I just sent out a bulk mailing to 342 contacts. There was an error in the send so that the outbound was tried twice (the doubled email was not sent, so the system caught it and the error said the second email was not sent because it was a duplicate within 24hours).

However, Hub thinks that I have exceeded my daily limit of 500 (which I have not) and will not let me re-send the missing prospects. 

Can someone please help? I have about 80 (of the 342) that did not send.

Thanks!

Hi, tried to request missing tax info via the auto-email function, got this when I clicked to send email: "Failed to find or create tax notification email template, please contact support."

When you add an image to an email by pasting it in (CTRL-V) it is stored inline in the email.  If you use the toolbar it gets stored on DecileHub server and referenced.

Inline images are not displaying properly in Thunderbird email client.  I do not know if that is a peculiarity of Thunderbird with inline images or an issue with how DecileHub sends inline images.

There is value to be able to choose between inline vs. image references but:

Regardless of where I am working, Hub keeps toggling the switch entity button in the upper left hand corner, so my screen keeps flashing the drop down menu to switch between the Fund, GP and Manco entities.  Also it is running slow...probably caused by the toggling.

Hey guys, I published an event on hub we're creating for this saturday. We've sent it to around 100 people, but we only see there's 1 page view, which isn't right. Could you please look into it? Thanks  https://cabraventurepartners.decilehub.com/e/venturein_fwb

Reporting this error     
error ID:72e430e5-e07b-4a05-a747-bca982360e6c 

reporting error

We are trying to organize our data room but when we click "move" in drop down nothing happens.  We get no option to choose a place to move the file.

Decile Hub MCP integration: `create_multiple_prospects` and `create_or_update_prospect` both fail with HTTP 400.

API response:
```
{"error":{"code":"bad_request","message":"param is missing or the value is empty or invalid: prospects","field":"prospects"}}
```

The MCP tool's JSON schema exposes `people` and `organizations` as the payload fields, but Decile's API expects `prospects`. The wrapper isn't translating the payload before forwarding.

Read operations work fine (`get_pipeline`, `get_prospects`, `list_organizations`, `debug_api_request` all return data), so auth and the API key are not the issue. Only writes are broken.

Reproducible with any valid pipeline_id + stage_id + people array. Confirmed across multiple payload variations (people only, people + organizations, with/without optional fields).

How do I track investee companies, valuations, etc. in Decile Hub?  Once we invest it seems that the Deal Flow Pipeline is no longer sufficient.

The development team has been working overtime to make Decile Hub the leading Agentic VC platform. Nearly everything can be done on Hub through APIs and MCP. Some highlights:

🔥 Significant speed increases, including faster AI Toolkits
🔥 Massive File system upgraded, making this #1
🔥 Major user interface upgrades with navigation and buttons
🔥 Upgraded the back office and Decile Pro experience
🔥 Testing Decile Magic to discover LPs with customers

We've been caffeinating our servers and teaching our AI new tricks. Your Hub now moves faster than venture capital gossip and thinks smarter than your favorite unicorn founder.

Here are many more upgrades, and please reply with anything that you want us to build.

💠 API & Integrations: Developer Power
Comprehensive API expansion enables deeper integrations and automation, supporting everything from file management to pipeline execution with enhanced security controls.
‣ New entity and capital account endpoints
‣ Direct file attachment to specific records
‣ Pipeline action execution via API calls
‣ Enhanced permission controls for user tokens
‣ MCP integration reaches full API parity

🤖 AI Toolkits: Enhanced Intelligence
Massive speed improvements make AI interactions lightning-fast, while new LP Research capabilities help you identify and analyze potential limited partners with unprecedented efficiency.
‣ AI processing speeds dramatically increased globally
‣ Decile Magic LP Research enters beta testing
‣ Smart prospect analysis provides actionable insights
‣ Real-time customer feedback improves recommendations

📺 User Interface: Polished Navigation
A refreshed design language creates cleaner, more intuitive workflows across all Hub pages, reducing visual noise while improving information hierarchy.
‣ Cleaner page layouts with better spacing
‣ Stronger visual hierarchy guides user focus
‣ Sticky navigation elements improve table browsing
‣ Action buttons moved for easier access

🗄️ File System: Blazing Performance
File upload capabilities expand while interface improvements make document management more intuitive and responsive.
‣ Configurable upload size limits per account
‣ Faster navigation and improved search functionality
‣ Direct attachment workflows save multiple steps
‣ Enhanced preview capabilities across file types

👥 Pipeline Management: Automation Excellence
Pipeline workflows become more reliable while new automation features eliminate manual tasks and reduce prospect management overhead.
‣ Link-click automations prevent backward stage movement
‣ Closing pipeline automations fire consistently
‣ Custom data points integration via API
‣ Enhanced prospect filtering delivers faster results

🏦 Back Office: Capital Management
Streamlined capital account infrastructure and improved processing speeds eliminate bottlenecks while preparing the foundation for next-generation fund administration features.
‣ Capital account database restructuring begins rollout
‣ Enhanced LP onboarding reduces friction significantly
‣ Wire confirmation notifications reach all stakeholders
‣ Cap table improvements for all entities

Your email notifications seem to have gone nutsy cuckoo.

Hi.  We have people clicking and viewing this file but not being added to Syndicate LP funnel.  They are prospects who are in directory but not in any Pipeline.  That may be the issue.

Hi all - getting this error: 56a80cca-3fa5-44f5-ae73-9d51c77ff732

Also - when I try to use search bar to ask questions, it does not respond.

We have a bounce list from SendGrid.

I want to add the emails from the bounce list to DecileHub's list of newsletter unsubscribes so we can make sure we never send email to them again even if we add these emails back to our DecileHub DB from our other DBs, etc. since keeping a clean email list reduces chances of being labeled spammers.

How can we do this?

Hi Hub Support - I received this error message when attempting to move a single prospect from one stage to a Declined stage. 

218adf87-7c91-42c9-af14-0ce56f7b7212

Hi Decile Hub Support,

I’m having an issue reconnecting my Google integration. I received a Google Integration Error notice on May 5, and since then I have been unable to create a new clean connection.

I already tried:
- disconnecting the app inside Decile Hub
- removing Decile Hub access directly from my Google account

Despite this, I still receive a “session expired” error when trying to reconnect.

This seems like it may be a backend integration issue rather than a permissions issue on my side. Could you please investigate and advise on next steps? If needed, please escalate this to the engineering team.

Thank you.

When you are moving people in directory to pipelines it shows archived pipelines.  I do not think it should.

Syndicate LP 2 is archived.

hello, how to move a deal from "prospects" to "deal memos", also i changes teh stage of a deal to "prospecting" but cant find it anywhere now , where do i find it /?

Clicking on an account name "James & Louise" trust in backoffice/capitalaccounts/capitalaccounts gives me a 500 error. Other account names work just fine. 
error: ee4b1e4f-22c3-4115-a4a9-1218c48fc49f

I can't access my other Decile Hub account via lena@forcoda.com. When I sign in, it takes me to Decile Base only.

Is there any way to use the API to determine what tasks have been completed for a prospect and what the next task is or to mark tasks complete?

I am using AI more and more to automate prospect outreach and having to go in manually to choose which prospects to act on and to mark tasks complete is very annoying.

API issue: unable to append notes to People / Pipeline Prospects

Hi Decile team — we’re trying to use the public API to keep CRM activity notes current for fundraising prospects, but note creation does not appear to be working or verifiable.

Use case: after meetings / WhatsApp / voice-message follow-ups, we want to append a timestamped note to an existing Investor pipeline prospect or underlying Person record.

What we tried:

• POST /people/{person_id}/notes → returns 404
• POST /pipeline_prospects/{pipeline_prospect_id}/notes → returns 404
• POST /notes with person_id or pipeline_prospect_id → returns 404
• PATCH /pipeline_prospects with a prospects wrapper and note-like fields such as note / notes → returns 200 success, but after reading the prospect/person back, the note is not visible and does not appear to have persisted.

Example behavior:

• Pipeline prospect update returns success for an existing Investor prospect.
• The same record can be updated for fields like last_contact.
• But note text cannot be confirmed after read-back.

Question:
What is the supported API endpoint/payload for appending notes to:

1. a Person record, and/or
2. a Pipeline Prospect record?

If this is not currently supported, could you add it to the API/MCP roadmap? This is a core workflow for keeping fundraising CRM activity accurate from external assistant/AI workflows.

Feedback on the People list workflow — missing context for qualifying contacts

Hi team,

We use the /people screen as the starting point for almost every prospect interaction: search the person, decide who they are, see how we've scored them, see what pipelines they're in, see what we've already said to them, and decide the next best step. Today the list view doesn't surface most of that, so every lookup costs 1–2 extra clicks plus a tab switch. A walkthrough using "Mike Suprovici" as the example:

Clicking a pipeline chip in the row opens the same right-side sidebar. That sidebar also lacks the score and any "next best step" info, so it doesn't actually answer the question we clicked it to answer. We expected the chip click to take us to the prospect's card inside that pipeline, with stage history, score, and next-step prompts visible.

Net: most of the data is already in the system — the list view just isn't surfacing the fields we actually use to qualify a contact and pick the next action.

Thanks,
Brian

@Woody Butler   Would you be more specific as to which fields under which menu options?  The Website menu only allows for use of the decile default website as far as I can tell.  The Settings - Firm Settings menu looks to be the same.  Maybe I missed something?

@Woody Butler Done @Christian Tadrus   Settings in the bottom left, will be a website field there.  Please put these in your base channel and tag me, I am more likely to miss these when via email!

On Thu, Apr 30, 2026 at 4:49 AM Christian Tadrus <christian@tadrusadvisory.group> wrote:

@Woody Butler @Walid Aradi We have the same issue as Michael.  Can you up our limit to 2,500? We have 1,737 between connectors and investors pipelines with a lot more people in the pipeline to add.  We don't wnat to mess with publish / unpublish friction Just looking for a hit send button solution with a higher limit of 2,500 for now !

how do i access the newsletter tool?

Decile Pro Dashboard: Thanks for the new Wire Confirmation email format - very clear, and helps the LP know full status of their contributions. Can the same info be made available on their Decile Pro dashboards too? Right now there's no way for an LP to check on their dashboards how much they have actually wired till date to us. If some LPs have wired extra or less funds than the capital calls, it becomes really confusing. Also, can there be a folder view for the documents too, instead of just a list view by date of creation? 

We are ready to publish our first newsletter.  We have about 2,600 recipients.

Can you please advise how we are supposed to batch up and send bit by bit?

How and where do I find my start fund's LPA?

hi, can't seem to access this: https://vcl.to/projections