Use Cases

Operating models for modern private capital teams.

Explore common operating models for investment managers coordinating deal flow, diligence, portfolio data, and investor communications.

Use case

An emerging manager runs an institutional process from day one

A first-time GP raising a debut fund needs the diligence rigor, decision history, and LP discipline of an established firm — without the back office to match. Stage-gated deal rooms, IC memos drafted from the deal record, and LP reporting built on one set of fund numbers give the firm institutional process before it has institutional headcount.

Repeatable diligence and IC process from the first deal
Every decision documented and audit-ready
LP updates generated from live fund data, not rebuilt by hand

Use case

A seed fund turns a flooded deal inbox into a tracked pipeline

Pitches arrive by email, referral, and form — and quietly slip through the cracks. Forwarding inbound to a deal address turns every pitch into an application with the deck attached, auto-moderated for spam, and routed to the team in Slack, ready to triage and convert in one click.

Inbound captured as structured applications, deck included
Spam and duplicates filtered before they reach the team
One-click convert from application to a live deal room

Use case

Quarter-end reporting without the spreadsheet fire drill

A growth-stage fund used to compile LP reports by hand each quarter, reconciling portfolio KPIs, NAV, and capital activity across a stack of spreadsheets. With holdings, valuation marks, and capital events in one system, reporting packages roll up from the underlying records instead of being rebuilt from scratch.

LP packages generated from the portfolio roll-up
NAV, MOIC, and capital activity reconciled in one place
Founder-submitted KPIs flow straight into reviews

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