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Use cases/Investors & funds

Investors & funds use cases

Deal rooms, memos and LP updates, with a link for every investor on your list.

Investor deal room

One deal page, a named link for every investor.

Co-investment memo

One memo page for your clients, a link for each.

SPV overview

Allocation, terms and timeline, a link per LP.

Quarterly LP update

The quarter on one page, a link for each LP.

Journey for investors & funds

Send it. See who came back.

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Product

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Journey for

  • Investor deals
  • Sales teams
  • Agencies
  • Executive search
  • Sponsorships
  • Music and media

Resources

  • Blog
  • Solutions
  • Pricing table builder

Company

  • About us
  • Customers
  • Changelog
  • Status

All use cases

Investors & funds
  • Investor deal room
  • Co-investment memo
  • SPV overview
  • Quarterly LP update
Founders
  • Investor update
  • Fundraising data room
  • Pitch follow-up
  • Board meeting pack
Sales
  • Prospect follow-up
  • Sales proposal
  • RFP response
  • Champion enablement page
Agencies & consultants
  • Agency pitch
  • Statement of work
  • Monthly client report
  • Year-end client review
Executive search
  • Candidate shortlist
  • Candidate profile
  • Role brief
  • Search update
Sponsorship & events
  • Sponsor proposal
  • Sponsorship prospectus
  • Post-event sponsor recap
  • Speaker pack
Customer success
  • Customer onboarding
  • Partner portal
  • Customer academy
  • Quarterly business review
Music & media
  • Electronic press kit
  • Sync pitch
  • Film funding pitch
  • Talent roster pitch

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