Fund Copilot
Ask about your deals, portfolio, past decisions, or market activity. The copilot helps connect firm records with outside market context.
Platform
One operating system for the whole investment lifecycle.
No spreadsheet drift, no inbox decision-making, no disconnected reporting. Deal rooms, AI research, portfolio, capital, and a co-investment network sit in one place.
AI Research Dossiers
Build diligence dossiers with company context, market data, competitors, risks, comparable exits, and partner-level diligence questions.
Deal Rooms
A workspace per opportunity with stage gates, IC decisions, diligence checklists, documents, a threaded Q&A board, notes, and a full activity trail.
Inbound Deal Capture
Forward a pitch to your deal address and it becomes an application with the deck attached, ready to triage and convert. Founder intake forms are included.
Portfolio Monitoring
KPI time series with growth rates, valuation marks, ownership, and founder-submitted metrics for portfolio reviews.
Capital & LP Reporting
Track commitments, drawdowns, NAV, MOIC, and capital calls, then generate quarterly LP reporting packages from the portfolio roll-up.
Co-Investment Network
Showcase deals to the network and participate in others with minimum tickets, commitments, and deadlines tracked in the workflow.
Relationship Intelligence
Connect Gmail + Calendar (read-only) and TheInvestorNet auto-builds your warm-intro graph: who has the strongest, most recent path to any founder or fund.
Security & Integrations
Roles and audit trails, encrypted integration tokens, Slack alerts and a /deal command, and an MCP server that exposes your fund's tools to any AI client.
Product Screens
Pipeline, diligence, portfolio, and network workflows.
Open the demo workspace to review the login screen for a seeded Meridian Ventures fund. Demo access is provided during a scheduled product walkthrough.
Ready for a cleaner operating record?