Take an opportunity from first look to IC.
When this happens: Pipeline context, diligence findings, and investment reasoning live in separate files.
What you get: One connected path through screening, diligence, the memo, and the reviewed investment decision.
How it works
Record the investment mandate and company context. Move an opportunity from sourcing to IC. Generate an eight-part diligence checklist, assign evidence requests, record findings, and review the memo and decision with source references.
Open deal flow, diligence & ic →