Venture Capital Operating System
Systematic investing, from deal one.
DealRecord is the operating system for emerging managers who run a disciplined process — from sourcing to thesis screening to IC to outcome, across every fund they ever raise.
What Systematic Investing Means
Every deal. The same rigorous process. Every time.
Ad hoc investing relies on memory, relationships, and judgment that lives in people's heads. Systematic investing encodes that judgment into a repeatable process — so the fund gets smarter with every deal, not just every partner.
Proactive Sourcing Engine
13 feeds monitored continuously. Thesis-fit companies surfaced before you see them. Affinity CRM sync, inbound email parsing, and warm intro paths via relationship graph.
Thesis-Driven Screening
Every deal — sourced or inbound — evaluated against your configured criteria before partner time is spent. Fails are documented, not discarded.
Stage-Gated Due Diligence
Consistent process with required evidence, scoring, and documented exceptions at each stage gate. Nothing advances without documentation.
AI Investment Committee
Six AI personas deliberate across three structured rounds — opening arguments, cross-examination, final votes. Devil's advocate mode prevents unchallenged consensus.
Immutable Decision Record
Every vote, rationale, concern, and memo preserved. The decision is permanent. The lesson is recoverable.
Portfolio Management
Monthly KPI tracking with health status. Founders submit updates via tokenized link. Competitive intel, board meeting prep, and anti-portfolio monitoring built in.
Outcome Annotation
Future results link back to original IC decisions. Learn what you got right — and what you missed.
LP Management
Capital call and distribution waterfall. Tailored quarterly LP letters. MFA-enforced LP portal with data room, LPAC consent workflows, and iCapital integration.
How It Works
One deal. Six permanent steps.
Every deal that enters DealRecord moves through the same process — sourced, screened, diligenced, deliberated, decided, and tracked. The record is permanent. The system gets smarter.
Deal Sourced
The sourcing engine monitors 13 feeds continuously — surfacing thesis-fit companies before you see them. Deals also enter via Affinity CRM sync, inbound email pitches, or manual add.
Thesis Screened
The deal is automatically evaluated against your configured investment thesis before any partner time is spent.
Diligence Opened
A stage-gated diligence workflow opens. Evidence is collected, the deal is scored, and exceptions are documented at each gate.
AI IC Runs
Six AI personas — Returns Skeptic, Risk Officer, Thesis Champion, Financial Modeler, Domain Expert, Contrarian — deliberate across three rounds. If consensus is near-unanimous, devil's advocate mode forces the strongest counter-argument.
Decision Recorded
The fund passes or invests. Every vote, rationale, concern, and dissent is permanently recorded. The decision is immutable.
Outcome Tracked
Future events — milestones, rounds, markups, write-downs — are annotated back to the original decision. Every assumption is revisitable.
The Compounding Record
The record that gets more valuable every fund.
Most investment tools are single-fund tools. DealRecord is a permanent institutional record — every deal, every IC debate, every outcome, building on the last. The fund that starts systematic in Fund I has a structural advantage by Fund III.
Fund I
Build the record.
Establish process. Prove discipline. Give LPs something to evaluate before returns arrive.
Fund II
Calibrate. Raise on evidence.
Fund I's decision history becomes Fund II's thesis refinement. Raise with a documented track record of judgment.
Fund III+
Compound the system.
The process is institutional. The record spans every deal, every IC debate, every outcome. Thesis calibration is continuous. The fund scales on documented judgment.
Why Systematic
The managers who win Fund III started differently in Fund I.
The difference between an emerging manager who raises Fund III and one who doesn't isn't only returns. It's the ability to show LPs how decisions are made, how the thesis evolves, how mistakes are learned from, and how the process compounds over time. DealRecord makes that visible — from day one.
- Proactive deal sourcing across 13 feeds
- Repeatable due diligence process
- AI-structured IC on every deal
- Documented pass rationale
- Thesis calibration over time
- Anti-portfolio learning
- Portfolio monitoring and founder KPI portal
- LP capital management and reporting
- Outcome-linked decision quality
- LP-ready evidence at any stage
The fund that invests systematically from deal one has a record worth reading by Fund III.
Free Assessment
Are you LP-ready?
6 questions. Instant score. Find out where your process breaks under LP scrutiny.
Take the AssessmentGet Started
Start investing systematically.
From deal one.
The managers building the best funds aren't waiting for Fund II to get disciplined. Start the record now.
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