Too small for enterprise. Too many deals for a CRM.

A fund doing four to eight deals a year doesn't fit a generic data room or a pipeline tracker built for sales.

The problem we solve

Nothing tracks a deal the way you need.

You're too small a customer for the enterprise vendors and too active a shop for a generic virtual data room. A CRM was never built to track a deal by diligence-and-terms state. House diligence items don't fit anyone's generic template, and once a deal closes, the record lives wherever the last email landed.

How it works for venture capital

Deals by lifecycle state, not pipeline stage.

Each seat sees deals organized by lifecycle state, not a sales pipeline stage. House diligence items sit alongside whatever a sector's own schedule already asks for. Diligence, terms, and closing run through the same room, and the record produced at close stays attached to the deal, visible across your active portfolio. Model a deal's cap table before term sheet →

Why the record matters

You need the record three times over.

A fund doing four to eight deals a year needs the record again at the next round, at LP reporting, and at exit. Rebuilding it from email each time costs real weeks. Having it already costs one seat.

What we don't do

Your pipeline stays yours.

We do not source or rank deals — your pipeline is your own. We run the transaction once you've found it, and we hold the record after.