Six stages, drag between them, or switch to a table. Every deal card holds terms, team, diligence and the memo, and closing a deal records the investment straight into the portfolio.
Sourced → Screening → Diligence → IC → Term Sheet → Closed. Drag a card to move it, or on a phone pick the stage from the card. Idle deals surface in your notifications after three weeks so nothing quietly dies in Diligence.
Round, target cheque, pre-money, instrument and security, with an AI autofill that reads only your own meeting notes and leaves blanks where the notes are silent. A diligence checklist tracks what is done. The memo draws on the record, the notes and enrichment.
Move a deal to Closed and Investryx asks for the round terms, your cheque, fund, valuation, ownership, board seat and pro-rata. That single form creates the position and the first ledger entry. No re-typing into a portfolio sheet.
From a sourced company, or create the company and deal together in one step.
Fill terms from notes, tick diligence, assign the team, draft the memo, mark it reviewed.
Closing records the investment; passing keeps the reasons so the same company is easy to revisit.
The memo is a first draft by design. The guardrail is not a disclaimer; it is a state the deal cannot skip.
AI drafts are labelled until a named person marks them reviewed, and the label shows who.
Term extraction reads the meeting notes you logged, not the web, and never invents a number.
Stage changes, passes, reopens and memo drafts are logged with the actor, including the agent.
The six stages are fixed in v1 because the memo guardrail and the record-investment step hang off IC and Closed. Naming and extra sub-stages are on the roadmap.
The company record and its enrichment, your logged interactions, the deal terms and the diligence status. It cites what it used, and you edit every section.
Yes. One stage at a time with a switcher, full-width cards and a “move to stage” action instead of drag.
It can propose a move with the old and new stage shown; you apply it. Moving to Closed always goes through the record-investment form.
Fourteen days free. Card required, charged only when the trial ends. Cancel anytime.