The DealRecord Platform
A full venture capital operating system — from proactive sourcing and thesis screening to IC deliberation, portfolio management, and LP reporting.
Source
Proactive Origination
Thesis-fit deals before they find you
Evaluate
Thesis Screening
Stage-Gated Due Diligence
Screen deals before partner time is spent
Decide
AI Investment Committee
Decision Record
Structured IC on every deal
Manage
Portfolio Monitoring
LP Capital Management
Portfolio and LP in one system
Report
Outcome Annotation
SEC 206(4)-7 Export
LP-ready proof of discipline
SOURCE
Find thesis-fit deals before they find you.
Most venture capital deal flow is reactive. DealRecord runs a proactive sourcing engine — monitoring 13 feeds continuously, syncing your CRM, and surfacing warm intro paths — so you see the right deals first.
Proactive Origination Engine
13 public feeds — Crunchbase, Harmonic, and more — monitored continuously. The Deal Analyst surfaces 5–10 thesis-fit companies weekly, scored and prioritized before you open the platform.
What gets recorded
- Priority score
- Thesis match reasons
- Origination signal type
Affinity CRM Sync
Bi-directional OAuth integration with Affinity. New companies appear in your sourcing inbox automatically. The relationship graph surfaces the warmest intro path to every target.
What gets recorded
- CRM inbox entries
- Warm path description
- Sync timestamp
Multi-Channel Inflow
Deals enter from four channels — sourcing engine candidates, origination signals (funding rounds, hiring surges, patents), CRM inbox, and inbound email pitches — unified in one view.
What gets recorded
- Source channel
- Inbound email parse
- Duplicate detection
EVALUATE
Screen every deal against your thesis before partner time is spent.
Every fund has a thesis. Most funds don't enforce it consistently. DealRecord configures your criteria once and evaluates every inbound deal against them — automatically, at scale.
Thesis Screening
Every deal is evaluated against your configured thesis criteria before partner time is spent. Deals that don't fit are documented — the pass is on the record, not in someone's inbox.
What gets recorded
- Thesis criteria match score
- Screening rationale
- Pass/proceed decision
Stage-Gated Due Diligence
Each deal moves through a stage-gated process — Sourced → Qualifying → First Meeting → Diligence → Memo — with required evidence at each gate. Nothing advances without documentation.
What gets recorded
- Stage transitions
- Evidence and scoring
- Exceptions and notes
DECIDE
Run a structured investment committee on every deal.
The IC is where discipline is either enforced or abandoned. DealRecord makes the deliberation permanent — every argument, every challenge, every vote.
AI Investment Committee
Six AI personas — Returns Skeptic, Risk Officer, Thesis Champion, Financial Modeler, Domain Expert, Contrarian — deliberate across three rounds: opening arguments, cross-examination, final votes. Devil's advocate mode fires when consensus is near-unanimous.
What gets recorded
- IC session transcript
- Per-persona votes
- Devil's advocate argument
- Sent-back decisions
Decision Record
Every invest or pass decision is permanently locked to the IC transcript that produced it. The rationale is immutable — reviewable years later by LPs, new partners, or your future self.
What gets recorded
- Final decision
- Vote breakdown
- Override rationale
MANAGE
Monitor your portfolio and run LP relations from the same record.
After the investment closes, the work continues. DealRecord handles portfolio KPI tracking, LP capital management, board meeting prep, and compliance — all linked back to the original decision.
Portfolio Monitoring
Monthly KPI tracking with health status (on track / watch / at risk / critical). Founders submit updates via time-limited tokenized link — no login required. Weekly competitive intelligence per portfolio company. Board meeting decks auto-drafted from IC transcript + current KPIs.
What gets recorded
- Monthly KPI submissions
- Health status
- Competitive threat brief
- Board deck draft
LP Capital Management
Multi-fund, multi-LP-class capital call and distribution waterfall with TVPI/DPI/RVPI/IRR reporting. Tailored quarterly LP letters — same underlying data, different narrative framing per LP preference. MFA-enforced LP portal with data room and LPAC consent workflows.
What gets recorded
- Capital calls and distributions
- Waterfall calculation
- Quarterly LP letters
- LPAC consent log
REPORT
Turn your process into LP-ready proof of discipline.
Performance takes years. Process can be proven now. DealRecord converts fund activity into a credible narrative of calibration and decision quality.
Outcome Annotation
Future events — a write-down, an exit, a pivot — are linked back to the original IC decision record. The fund can see which assumptions held and which didn't.
What gets recorded
- Outcome events
- Assumption validation
- Anti-portfolio learnings
SEC 206(4)-7 Compliance Export
A verified audit chain — IC transcripts, stage transitions, vote records, override rationale — packaged in one signed export. Meets SEC 206(4)-7 record-keeping requirements without manual assembly.
What gets recorded
- Signed audit chain
- IC transcript archive
- Override and exception log