Log meetings, calls, emails, and notes for every investment. Build a complete history of your relationship with each portfolio company.
12 activity types to capture everything that matters
General observations and thoughts
In-person or virtual meetings
Phone or video calls
Email correspondence
Fundraising events and rounds
Company achievements
Board meeting notes
Investor updates received
Before your next meeting with a portfolio company, quickly review all past interactions. Know exactly what was discussed and what needs follow-up.
View all activities in order. Quickly scan recent interactions across your portfolio.
Search across all notes and activities. Find that conversation from months ago instantly.
Filter by activity type, company, date range, or keywords.
Set reminders for follow-up actions. Never forget an important task.
Q4 board meeting - discussed Series B timeline
Monthly investor update received
Check-in call with CEO about hiring plans
Reached 100K MRR!
Review all past interactions with a company to prepare for your next conversation.
Track all meetings and calls during the investment evaluation process.
See which companies you have not connected with recently.
Document the journey from investment to exit for your records.
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