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Example prompts

Prompts that work well with the agent, grouped by job, with what comes back for each.

The agent answers from your workspace data and proposes changes as cards. These prompts show the range. Replace the names with your own; the agent matches companies, deals, funds and report sets by name.

Four kinds of reply appear below: a read answer (text, sometimes with a mini-artifact you can open in the app), an action card (you click Apply), an open-in-app card (opens the app’s dialog filled in, for you to review and save) and a guarded card (opens the app’s confirm dialog).

Sourcing

  • “Pull up Acme Robotics” — read answer with a company card: sector, stage, location, momentum, fundraise timing, and Open in app.
  • “What’s Acme Robotics’ momentum?” — read answer quoting the score and its top signals.
  • “Which companies have momentum?” — read answer ranking startups by momentum.
  • “Mark Acme Robotics as Series A” — action card with a Stage diff.
  • “Set Acme Robotics’ headquarters to Austin and team size to 24” — action card with two diff rows.
  • “Add these companies from my notes: …” — batch checklist, one row per parsed company.

Pipeline

  • “What’s stale in Diligence?” — read answer with a pipeline strip; deals idle in a stage are named with days in stage.
  • “What needs my attention today?” — read answer combining idle deals, overdue capital calls and overdue KPI requests.
  • “Move Acme Robotics to IC” — action card with a Stage diff; the agent notes whether the memo has been reviewed.
  • “Record our investment in Acme Robotics” — open-in-app card: the Record investment dialog opens for that deal; attach the SPA or SAFE and its terms are read into the form.
  • “Add Acme Robotics to the pipeline, led by Jo” — action card creating the deal in Sourced.
  • “Pass on Acme Robotics, valuation too high” — action card with the reason matched to the pass-reason list.
  • “Target check 1.5M at 12 pre, next step reference calls” — action card with three diff rows on the deal.

People and meetings

  • “Who do we know at Acme Robotics?” — read answer listing its people and which teammates know them.
  • “Add Jane Doe, jane@acme.io, CFO at Acme Robotics” — action card; the company is linked from the email domain.
  • “Add these people: …” — batch checklist, one row per person with an email.
  • “Jane moved to COO and prefers Japanese” — action card with two diff rows on the contact.
  • “Log my call with Jane at Acme yesterday: they are raising a seed in Q1” — action card with the date, attendees and notes.
  • “Log yesterday’s meeting with Acme from my calendar” — the agent lists the matching calendar events and proposes the one you pick.
  • “Ask Jo to introduce me to Jane” — action card showing the full email before Send request.
  • “Introduce Jane and Ken” — open-in-app card: the introduction dialog opens with both selected.

Documents

  • Attach a signed SPA and write “add this to the portfolio” — open-in-app card for Record investment with the document handed over.
  • Attach an LPA and write “set up this fund” — open-in-app card for New fund (owners and admins).
  • Attach a deck and write “file this under Acme Robotics” — action card that saves it to the company’s Files.
  • Attach any PDF and ask “what are the key terms?” — read answer from the document.

Portfolio

  • “Which KPI requests are overdue?” — read answer listing companies and periods.
  • “Request this quarter’s KPIs from the portfolio” — action card; applying emails every active portfolio company a submission link.
  • “Request KPIs from Acme Robotics” — action card for one company.
  • “How is Acme Robotics performing?” — read answer with invested amount, MOIC and status.
  • “Acme Robotics was acquired for 40M on 30 September” — open-in-app card: the Record exit dialog opens with type, proceeds and date filled in.

Funds

  • “How much dry powder is left in Fund I?” — read answer with a funds table: percentage called and dry powder per fund.
  • “Which capital calls are overdue?” — read answer naming the call, the LP and the due date.
  • “What’s Fund II’s TVPI and DPI?” — read answer quoting the figures as the app shows them.
  • “Call 10% of Fund I for the Acme seed, due 15 November” — open-in-app card for the capital call dialog (owners and admins).
  • “Brunswick has paid call #3” — action card marking that allocation paid (owners and admins).

LP reporting

  • “Who hasn’t opened the 2026 Q4 report?” — read answer naming the recipients with no recorded views or downloads.
  • “Which report sets are still in Draft?” — read answer listing sets with their document and recipient counts.
  • “Publish the 2026 Q4 report set” — guarded card; Review & publish… opens the publish review in the app.
  • “Has anyone downloaded the capital account statement?” — read answer with the view and download counts and who opened it last.

Tips

  • You can ask for several things in one message; each change comes back as its own card to apply or dismiss.
  • The agent looks things up a few times per message and then answers. If it says it stopped to keep things quick, ask it to continue.
  • If the agent says it cannot match a name, open the record in the app and try again with the name as it appears there.
  • The suggested prompts under the dock change with the screen you are on; they are a quick way to see what fits the current context.