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.
Configurable Public Sites
Launch a branded, compliance-ready public site for each workspace with conservative SEC defaults, custom pages, investor leadgen, startup pitch intake, and portal sign-in.
AI-Matched Startup Pitches
Opt every workspace into the investor network as off, AI-linked only, or all matching pitches. Qualified startup submissions arrive in-app and by workspace email.
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.
Fundraising & LP Pipeline
Manage investor prospects, soft circles, subscription progress, closes, and commitment status from first conversation through capital-call readiness.
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.
Slack & Your AI Assistant
Deal alerts and updates land in Slack, where your team already works. And you can connect your fund to Claude or ChatGPT — ask questions and pull research, answered from your own data, inside the assistant your team already uses.
Roles & Audit Trail
Granular roles and permissions across every record, plus an immutable, time-stamped audit trail of decisions, documents, and exports — so you always know who did what, and when.
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?