Send the deal to forty investors. See who came back.
Memo, deck, terms and data room on one page. Every investor gets their own link, so you know who came back before you pick up the phone.
For syndicate leads, investor communities, RIAs with co-invest programs and fund sponsors.
From Atlas Partners
Atlas Robotics Series B co-investment
- Investment memo6 min read
- GP walkthroughVideo
- Key termsCloses Nov 15
- Data room14 files
I'm interested
Who came back
Every person gets their own link to this page. Journey shows who opened it, when, and who came back.
One came back three times. One opened it once. Two haven't opened it yet.
You send it. Then you guess.
The memo is a PDF, the deck is a separate link and the data room is a shared folder.
You send it to 40 investors and hear back from three.
You can't tell who's still interested, so you call everyone or no one.
How it works
Three steps. Then you know who came back.
Ask Claude to build it
Paste the prompt above, with your notes and files.
Send it with Journey
One page, a named link for every person on your list.
Ask who came back
Who opened it, when, and who came back.
What goes in an investor deal room
- 01
The memo
Why this company, why now, and why you're in.
- 02
The walkthrough
The deck, or a few minutes of the GP explaining it.
- 03
The terms
Allocation, minimum, valuation and close date, up front.
- 04
The data room
Financials, cap table and legal, for investors who signed the NDA.
- 05
The ask
An indicate-interest button, or a link to book a call.
The prompt for Claude
ChatGPT coming soonUsing my notes from today's call and the attached deck for [COMPANY], build an investor deal room in Journey. Open with a one-page memo, then the deck, the key terms and the data room. Require an email before anyone can view it, then make a separate link for each investor on my [LIST NAME] list.
Why send an investor deal room with Journey
Investors rarely commit off one document, and you can't call all forty. A deal room holds the memo, the walkthrough, the numbers and the fine print, with an NDA in front of the data room if you set one in the Journey app. A link per investor shows you who came back to it.
Questions
Frequently asked questions
Does every investor need their own link?
No, but it's worth it. A shared link tells you the page was opened. A link per investor tells you who opened it and who came back.
Can I change the terms after I send it?
Yes. Edit the page once and every investor's link shows the update.
Can I control who opens it?
Yes. Require an NDA, an email or a password, set the link to expire, or limit it to approved emails and domains.
What does Claude do, and what does Journey do?
Claude drafts the investor deal room and builds the page. Journey hosts it, gives each person their own link, applies the gates and turns opens, time and clicks into signals you can ask Claude about.