Pipeline Overview
Total Intro Requests
{{ stats.total || 0 }}
Pending Node Response
{{ stats.pendingNodeResponse || 0 }}
Overdue Follow-ups
{{ stats.overdueCount || 0 }}
Invested
{{ stats.byStatus?.invested || 0 }}
Trends ({{ trends.currentMonth }} vs {{ trends.previousMonth }})
Requests
{{ trends.comparison.intros?.current || 0 }}
{{ trendArrow(trends.comparison.intros?.direction) }} {{ Math.abs(trends.comparison.intros?.change || 0) }}
Intros
{{ trends.comparison.introduced?.current || 0 }}
{{ trendArrow(trends.comparison.introduced?.direction) }} {{ Math.abs(trends.comparison.introduced?.change || 0) }}
Accept Rate
{{ trends.comparison.acceptRate?.current || 0 }}%
{{ trendArrow(trends.comparison.acceptRate?.direction) }} {{ Math.abs(trends.comparison.acceptRate?.change || 0) }}%
Invested
{{ trends.comparison.invested?.current || 0 }}
{{ trendArrow(trends.comparison.invested?.direction) }} {{ Math.abs(trends.comparison.invested?.change || 0) }}
Ignored
{{ trends.comparison.ignored?.current || 0 }}
{{ trendArrow(trends.comparison.ignored?.direction, true) }} {{ Math.abs(trends.comparison.ignored?.change || 0) }}
Show:
Node:
{{ chartMetric === 'acceptRate' ? getChartValue(month) + '%' : getChartValue(month) }}
{{ getMonthShort(month.label) }}
Monthly Active Investors
Unique investors who actually replied per month — met, followed up, circled back, invested, or passed (not just sent or introduced)
{{ month.uniqueInvestors }}
{{ getMonthShort(month.label) }}
Unique Firms That Took an Intro ({{ uniqueFirms[uniqueFirmsPeriod]?.count || 0 }})
{{ (uniqueFirms[uniqueFirmsPeriod]?.firms || []).map(f => f.isAngel ? `${f.firm} (${f.investorCount})` : f.firm).join(', ') }}
My Follow-ups
{{ group.founder.name }}
{{ group.founder.companyName }}
{{ group.highPriorityCount }} urgent
{{ group.tasks.length }} task{{ group.tasks.length > 1 ? 's' : '' }}
{{ expandedFounderTasks[group.founder.id] ? '▼' : '▶' }}
{{ task.intro.investor.name }} @ {{ task.intro.investor.firm }}
{{ formatTaskType(task.type) }}
({{ task.intro.investorBumpCount }} bump{{ task.intro.investorBumpCount > 1 ? 's' : '' }} sent)
Pipeline by Status
{{ formatStatus(status) }}
{{ count }}
Overdue Follow-ups
No overdue follow-ups
| Founder | Node | Investor | Status | Due Date |
|---|---|---|---|---|
| {{ req.founder?.name }} | {{ req.node?.name }} | {{ req.investor?.name }} | {{ formatStatus(req.status) }} | {{ req.nextFollowupDate }} |
Portfolio
My Portfolio
No portfolio companies yet.
{{ company.founder?.companyName }}
{{ company.oneLiner }}
{{ company.notes }}
Total Companies
{{ portfolio.summary?.totalCompanies || 0 }}
Portfolio Value (Paper)
{{ formatCurrency(portfolioStats().paper) }}
{{ portfolioStats().count }} {{ portfolioValueBasis === 'equity' ? 'with equity agreement' : 'with an agreement' }}
TVPI (paper)
{{ portfolioStats().tvpi != null ? portfolioStats().tvpi.toFixed(2) + 'x' : '–' }}
current vs entry value
Fully Completed
{{ portfolio.summary?.fullyCompleted || 0 }} / {{ portfolio.summary?.totalCompanies || 0 }}
Concentration
top position {{ portfolioStats().topName }}
{{ Math.round(portfolioStats().topShare * 100) }}% of paper value
· top 3 {{ Math.round(portfolioStats().top3Share * 100) }}%
No portfolio companies yet. Click "Add Company" to get started.
| Company | Investment Date | Equity % | Valuation | Markup | Paper Value | Status | Actions |
|---|---|---|---|---|---|---|---|
|
{{ company.founder?.companyName }}
{{ company.oneLiner }}
{{ company.notes }}
{{ company.founder?.name }}
|
{{ company.investmentDate || '-' }} | {{ company.equityPercent ? company.equityPercent + '%' : '-' }} | {{ formatCurrency(company.currentValuation) }} | {{ markupLabel(company) }} | {{ formatCurrency(calculatePaperValue(company)) }} |
A
E
P
C
({{ getCompletionStatus(company) }}/4)
|
Status: A = Advisory Signed, E = Equity Signed, P = Shares Paid, C = Certificate Received
🧠 Study the network
Spaced-repetition flashcards over your VIP investors. Fill in the blanks as you go — it makes matching sharper.
{{ studyStats.due }} due
{{ studyStats.mastered }}/{{ studyStats.total }} mastered · {{ studyStats.started }} started
🎉
All caught up on your VIP investors.
Cards come back on a spaced schedule — check in tomorrow.
{{ studyIndex + 1 }} of {{ studyCards.length }} due · box {{ studyCard.studyBox }}
{{ studyCard.name }}
{{ studyCard.firm || '—' }} · {{ studyCard.role }}
{{ [studyCard.city, studyCard.state].filter(Boolean).join(', ') }}
What's their focus, geography, and check size?
Focus
{{ c }}
No categories tagged.
Saved ✓
Broadcast to Portfolio Founders
{{ broadcast.recipients.filter(r => r.selected).length }} of {{ broadcast.recipients.length }} selected
Variables: {{firstName}}, {{name}}, {{companyName}}.
Plain text — line breaks and links are preserved.
{{ broadcastResult.message }}
{{ err }}
Recipients
Defaults to founders who've signed their advisory agreement. Uncheck anyone to leave them off.
No portfolio founders have an email on file.
Event Invites
Pick who each upcoming event is for. Founders at those stages are proposed below every hour (at most 2 a week per person, never anyone already on the event). Nothing is sent until you approve it.
Upcoming events
No upcoming events on the Luma calendar.
{{ ev.name }} private
{{ new Date(ev.startAt).toLocaleString() }}
Keep close · people you passed on but want to stay near
{{ keepClose.length }}
{{ k.name || k.email }} {{ k.email }}
{{ k.note }}
{{ eventInviteNotice }}
Nothing here.
{{ group.eventName }}
{{ group.eventStartAt ? new Date(group.eventStartAt).toLocaleString() : '' }} · {{ group.rows.length }} {{ group.rows.length === 1 ? 'person' : 'people' }}
| {{ r.name || r.email }} {{ r.email }} |
{{ r.audience }} | {{ r.message }} {{ r.error }} |
Trials
Intro requests go out two at a time until one investor says yes (at most 10). Then the trial pauses and they have a week to sign.
No trials in this view.
{{ t.founder?.companyName || t.founder?.name }}
{{ t.founder?.name }} · first intro · {{ t.batchSize }} at a time · up to {{ t.requestCap }}2-week trial · target {{ t.introTargetMin }}–{{ t.introTargetMax }} intros
{{ trialBadge(t).label }}
{{ t.daysLeft > 0 ? t.daysLeft + (t.daysLeft === 1 ? ' day' : ' days') + ' to sign' : 'decision due' }}
{{ t.daysLeft > 0 ? t.daysLeft + ' days left' : 'decision due' }}
{{ m[1] }}
{{ m[0] }}
{{ m[1] }}
{{ m[0] }}
Composite
{{ t.composite ?? '–' }}
Asking investors — the draft board sends {{ t.batchSize }} at a time and pauses at the first yes.
First yes {{ (t.firstYesAt || '').split('T')[0] }} — intro requests are paused. Follow up to sign by {{ (t.decideBy || '').split('T')[0] }}.
{{ t.requestCap }} requests, no yes. Nothing more goes out — talk to them, then pass or keep going by hand.
The week to sign ran out.
Offer sent {{ (t.decisionAt || '').split('T')[0] }} — founder response:
Passed {{ (t.decisionAt || '').split('T')[0] }} — {{ t.decisionNotes }}
Offer accepted — added to portfolio ✓
{{ t.kind === 'first_intro' ? 'Walked away' : 'Offer declined' }} {{ (t.founderRespondedAt || '').split('T')[0] }}
Founder Onboarding
Offer Stage
{{ (onboardingSummary.offer_pending || 0) + (onboardingSummary.offer_accepted || 0) }}
Pending Incorp.
{{ (onboardingSummary.pending_incorporation || 0) + (onboardingSummary.light_engagement || 0) }}
Agreement Stage
{{ (onboardingSummary.entity_info_pending || 0) + (onboardingSummary.entity_info_received || 0) + (onboardingSummary.advisory_agreement_sent || 0) + (onboardingSummary.admin_signed || 0) + (onboardingSummary.founder_signed || 0) }}
Equity Stage
{{ (onboardingSummary.equity_agreement_pending || 0) + (onboardingSummary.equity_agreement_signed || 0) + (onboardingSummary.shares_purchased || 0) }}
Certificate Stage
{{ (onboardingSummary['83b_filed'] || 0) + (onboardingSummary.certificate_pending || 0) }}
Completed
{{ onboardingSummary.completed || 0 }}
No onboarding workflows yet. Click "Start Onboarding" to begin with a portfolio company.
| Company | Founder | Terms | Status | Last Updated | Actions |
|---|---|---|---|---|---|
|
{{ workflow.portfolioCompany?.founder?.companyName }}
{{ workflow.entityName }}
|
{{ workflow.portfolioCompany?.founder?.name }} |
{{ workflow.offerEquityPercent }}%
{{ formatVestingSchedule(workflow.vestingMonths, workflow.vestingCliffMonths) }}
|
{{ formatOnboardingStatus(workflow.status) }}
⏳ Stalled {{ formatStallAge(workflow.stall.hoursSince) }} — {{ workflow.stall.waitingOn }}
|
{{ workflow.updatedAt?.split('T')[0] }} |
|
Start Onboarding
Standard advisory: 4-year vest, no cliff
{{ workflowDetails.workflow?.portfolioCompany?.founder?.companyName }}
{{ workflowDetails.workflow?.portfolioCompany?.founder?.name }}
{{ formatOnboardingStatus(workflowDetails.workflow?.status) }}
Offer Terms
Equity
{{ workflowDetails.workflow?.offerEquityPercent }}%
Vesting
{{ formatVestingSchedule(workflowDetails.workflow?.vestingMonths, workflowDetails.workflow?.vestingCliffMonths) }}
Progress
✓
Offer Sent
{{ workflowDetails.workflow?.offerSentAt?.split('T')[0] }}
✓
Offer Accepted
{{ workflowDetails.workflow?.offerAcceptedAt?.split('T')[0] }}
✓
Incorporation Check
{{ workflowDetails.workflow?.incorporated ? 'Incorporated' : (workflowDetails.workflow?.incorporationPartner ? 'Partner: ' + ({ 'stripe_atlas': 'Stripe Atlas', 'clerky': 'Clerky', 'goodwin': 'Goodwin' }[workflowDetails.workflow.incorporationPartner] || workflowDetails.workflow.incorporationPartner) : 'Side project') }}
✓
Equity Commitment
{{ workflowDetails.workflow?.equityCommitmentSignedAt?.split('T')[0] }}
✓
Entity Info Received
({{ workflowDetails.workflow?.entityName }})
✓
Admin Signed Advisory
✓
Founder Signed Advisory
✓
Board Approval
{{ workflowDetails.workflow?.boardApprovedAt?.split('T')[0] }}
✓
Stock Agreement Sent
✓
Founder Signed Stock Agreement
{{ workflowDetails.workflow?.equityFounderSignedAt?.split('T')[0] }}
✓
Admin Signed Stock Agreement
{{ workflowDetails.workflow?.equityAdminSignedAt?.split('T')[0] }}
✓
Shares Purchased
(${{ workflowDetails.workflow?.sharePurchaseAmount }})
✓
83(b) Election Filed
✓
Completed
83(b) Elections
{{ e83bInfo.daysRemaining == null ? '—' : e83bInfo.daysRemaining < 0 ? ('OVERDUE ' + (-e83bInfo.daysRemaining) + 'd') : (e83bInfo.daysRemaining + 'd left') }}
Transfer date:
manual
auto (from {{ e83bInfo.transferDate === (e83bInfo.transferDateAuto) && workflowDetails.workflow.equityAgreementSignedAt ? 'signed date' : 'purchase date' }})
Deadline (30 days from transfer): {{ e83bInfo.deadline }}
No transfer date yet — enter the transfer date above (or mark shares purchased) to start the 30-day clock.
Entity profile {{ e83bInfo.configuredFilers.includes('entity') ? '✓':'—' }}
Personal profile {{ e83bInfo.configuredFilers.includes('personal') ? '✓':'—' }}
IRS address {{ e83bInfo.irsConfigured ? '✓':'—' }}
Lob {{ e83bInfo.lobConfigured ? (e83bInfo.lobLiveKey ? '✓ live':'test key') : '—' }}
{{ f.filer }} mailed {{ (f.mailedAt||'').split('T')[0] }}
· tracking {{ f.trackingNumber }}
proof
signed PDF
Generated drafts — review with counsel, then sign:
{{ el.fileName }}
({{ Number(el.shareCount).toLocaleString() }} shares)
Set MATCAP_83B_ENTITY_* and MATCAP_83B_PERSONAL_* secrets to enable both elections.
Incorporation Status
Incorporated:
{{ workflowDetails.workflow?.incorporated ? 'Yes' : 'No' }}
Partner:
{{ { 'stripe_atlas': 'Stripe Atlas', 'clerky': 'Clerky', 'goodwin': 'Goodwin' }[workflowDetails.workflow.incorporationPartner] || workflowDetails.workflow.incorporationPartner }}
Equity Commitment:
Signed {{ workflowDetails.workflow.equityCommitmentSignedAt.split('T')[0] }}
Approved for Goodwin:
Share Details
✓ Room for MatCap ✕ No room — needs more authorized shares Issued shares unknownAuthorized
{{ workflowDetails.shareDetails.authorizedShares?.toLocaleString() ?? '—' }}
Issued to founders
{{ workflowDetails.shareDetails.issuedShares != null ? workflowDetails.shareDetails.issuedShares.toLocaleString() : '—' }}
Available (unissued)
{{ workflowDetails.shareDetails.availableShares != null ? workflowDetails.shareDetails.availableShares.toLocaleString() : '—' }}
Only {{ workflowDetails.shareDetails.availableShares?.toLocaleString() }} shares are unissued, but MatCap needs {{ workflowDetails.shareDetails.shareCount?.toLocaleString() }}. The company would need to authorize more shares before it can issue MatCap.
We couldn't find issued shares in the formation docs. Enter it below to check whether there's room.
MatCap shares
{{ workflowDetails.shareDetails.shareCount != null ? workflowDetails.shareDetails.shareCount.toLocaleString() : '—' }}
Price/Share
${{ workflowDetails.shareDetails.sharePrice }}
Total
{{ workflowDetails.shareDetails.totalAmount != null ? '$' + workflowDetails.shareDetails.totalAmount : '—' }}
Board Consent Record
Written consent in lieu of a board meeting to approve equity issuance.
{{ member.name }}
{{ member.email }}
({{ member.title }})
Approved {{ member.approvedAt.split('T')[0] }}
Pending
Formation docs — backup copies (stored in DB)
Skips the guided flow — use to drive onboarding by hand or unstick a workflow.
Founders
{{ filteredFounders.length }} shown| Name | Company | Location | Stage | Round Status | Actions | |
|---|---|---|---|---|---|---|
|
{{ founder.name }}
(hidden)
{{ cat.name }}
|
{{ founder.email }} | {{ founder.companyName }} | {{ [founder.city, countryName(founder.country)].filter(Boolean).join(', ') || '-' }} | {{ formatStage(founder.companyStage) }} | {{ formatRoundStatus(founder.roundStatus) }} |
Nodes (Connectors)
{{ node.name }}
{{ node.email }}
{{ node.company }}{{ node.company && node.role ? ' • ' : '' }}{{ node.role }}
{{ nodeStats[node.name].network.total }}
Investors in Network
{{ nodeStats[node.name].network.strong }} strong •
{{ nodeStats[node.name].network.medium }} medium •
{{ nodeStats[node.name].network.weak }} weak
{{ nodeStats[node.name].intros.total }}
Total Intro Requests
{{ nodeStats[node.name].intros.accepted }}
Intros Made
{{ nodeStats[node.name].intros.acceptRate }}
Accept Rate
{{ nodeStats[node.name].intros.passed }} passed •
{{ nodeStats[node.name].intros.ignored }} ignored
Loading stats...
Investors
Bulk Research Progress
{{ bulkResearch.completed }} / {{ bulkResearch.total }} completed
{{ bulkResearch.failed }} failed
Currently: {{ bulkResearch.current }}
Done!
{{ plannedInvestors.length }} investors available
· {{ plannedStaleFitCount }} stale ≥3w
{{ filteredAdminInvestors.length }} investors · oldest engaged first (never-engaged at top)
{{ filteredAdminInvestors.length }} investors with ≥{{ investorMinIntros }} intros sent
· ranked by accept rate
· ranked by intro volume
Accepted = introduced + meetings + invested. Ignored/Passed = explicit statuses.
| # | Investor | Firm | Sectors | City | Sent | Yes | Pass | Ignored | Rate | Last request sent |
|---|---|---|---|---|---|---|---|---|---|---|
| {{ leaderboardRankLabel(idx) }} | {{ item.name }} ★ | {{ item.firm || '—' }} | {{ (item.categories || []).filter(c => c.type === 'sector').map(c => c.name).slice(0, 3).join(', ') || '—' }} | {{ item.city || '—' }} | {{ item.introTotal || 0 }} | {{ item.introAccepted || 0 }} | {{ item.introPassed || 0 }} | {{ item.introIgnored || 0 }} | {{ item.acceptRate != null ? item.acceptRate + '%' : '—' }} | {{ item.lastIntroAt ? formatRelative(item.lastIntroAt) : '—' }} |
| Thesis: {{ item.research.investmentThesis }} · Founder fit: {{ item.research.founderPreferences }} | ||||||||||
| No investors meet the ≥{{ investorMinIntros }} intros bar. Lower the threshold to widen the field. | ||||||||||
{{ item.name || item.investor?.name }}
★ VIP Inactive AI Researched Sectors Stage Strong connection Stage fit Thesis match Sector match Founder fit Active 1st-time friendly Stale ({{ item.weeksSinceContact }}w){{ item.firm || item.investor?.firm }} {{ (item.role || item.investor?.role) ? '• ' + (item.role || item.investor?.role) : '' }}
{{ [item.city || item.investor?.city, countryName(item.country || item.investor?.country)].filter(Boolean).join(', ') }}
Check: {{ item.checkSize || item.investor?.checkSize }}
{{ item.acceptRate ?? item.investor?.acceptRate }}% accept · {{ item.introAccepted ?? item.investor?.introAccepted }} / {{ item.introTotal ?? item.investor?.introTotal }} intros
via {{ item.nodeConnection.nodeName }} ({{ item.nodeConnection.strength }})
Sectors:
{{ (item.categories || item.investor?.categories || []).filter(c => c.type === 'sector').map(c => c.name).join(', ') }}
Stage:
{{ (item.categories || item.investor?.categories || []).filter(c => c.type === 'stage').map(c => c.name).join(', ') }}
Investment Thesis:
{{ (item.research || item.investor?.research).investmentThesis }}
Founder Preferences:
{{ (item.research || item.investor?.research).founderPreferences }}
Portfolio:
{{ (item.research || item.investor?.research).portfolioCompanies }}
Researched {{ formatDate((item.research || item.investor?.research).researchedAt) }}
No AI research yet. Click "Research" above to generate.
Recent Intros ({{ item.recentIntros.length }})
{{ formatStatus(intro.status) }}
{{ intro.founderName }}
({{ intro.companyName }})
{{ intro.dateRequested ? formatDate(intro.dateRequested) : '' }}
Discover Investors
Agent-sourced active pre-seed/seed first-check investors (web search). Review and approve to add them to your network. Runs daily; or run now.
{{ discoverMsg }}
{{ discoverErr }}
Loading…
No {{ discoverStatus }} candidates. Hit "Run discovery now" to find some.
{{ cand.name }} · {{ cand.firm }}
— {{ cand.role }}
{{ cand.stage }}
{{ cand.checkSize }}
{{ cand.geo }}
conf {{ Math.round(parseFloat(cand.confidence) * 100) }}%
{{ cand.thesis }}
source →
Intro Requests
Agent autonomy
Kill switches for what the agent does without you. Defaults to off.
Replies needing you
Investor replied with something the classifier couldn't safely auto-handle. Read, then mark passed / introduced / circle-back yourself.
Loading…
Nothing needs you right now. Classifier handles yes / no / not_now / OOO automatically — only nuanced replies land here.
{{ r.founderName }} · {{ r.companyName }}
→
{{ r.investorName }} · {{ r.investorFirm }}
{{ r.classification }}
confidence {{ (r.confidence * 100).toFixed(0) }}%
· classified {{ formatRelative(r.classifiedAt) }}
{{ r.snippet.length > 280 ? r.snippet.slice(0, 280) + '…' : r.snippet }}
| Founder | Node | Investor | Score | Status | Requested | Next Follow-up | Actions |
|---|---|---|---|---|---|---|---|
| {{ req.founder?.name }} | {{ req.node?.name }} | @ {{ req.investor?.firm }} (no email) | {{ req.matchScore }} — |
{{ formatStatus(req.status) }}
⏳ {{ formatScheduledSend(req.scheduledSendAt) }}
{{ sendState(req).t }}
|
{{ req.dateRequested }} | {{ req.nextFollowupDate || '-' }} | Queued for {{ formatScheduledSend(req.scheduledSendAt) }} 📧 Open draft |
Manage Relationships
Founder-Node Relationships
{{ rel.founder?.name }}
→
{{ rel.node?.name }}
{{ rel.relationshipStrength }}
Node-Investor Connections
{{ conn.node?.name }}
→
{{ conn.investor?.name }}
{{ conn.connectionStrength }}
✓
Inbound Intro Logs
Emails received via BCC. Review and confirm to log intro requests.
No inbound logs found
{{ log.subject || '(No subject)' }}
From: {{ log.fromEmail }} • {{ new Date(log.createdAt).toLocaleString() }}
To: {{ (log.toEmails || []).join(', ') }}
• CC: {{ log.ccEmails.join(', ') }}
Detected Founder
{{ log.founder.name }} ({{ log.founder.companyName }})
Not detected
Detected Investor
{{ log.investor.name }} ({{ log.investor.firm }})
Not detected
{{ log.bodyPreview }}
{{ log.status }}
Brands
{{ filteredBrands.length }} brands
| Brand | Contact | Status | Notes | Actions |
|---|---|---|---|---|
|
{{ brand.name }}
|
{{ brand.contactName }}
{{ brand.contactEmail }}
--
|
{{ brand.notes || '--' }} |
|
No brands yet. Click "Add Brand" to get started.
Founder Leaderboard
No intro requests in this period.
| # | Founder | Company | Stage | Total Sent | Introduced | Passed | Ignored | Pending | Accept Rate | |
|---|---|---|---|---|---|---|---|---|---|---|
| {{ idx + 1 }} | {{ row.name }} | {{ row.companyName }} | {{ formatStage(row.companyStage) }} | {{ row.totalSent }} | {{ row.introduced }} | {{ row.passed }} | {{ row.ignored }} | {{ row.pending }} | {{ row.acceptRate }}% |
Network Health
{{ networkHealth.summary.total }}
Total Investors
{{ networkHealth.summary.active }}
Active
{{ networkHealth.summary.dormant }}
Dormant
{{ networkHealth.summary.total > 0 ? Math.round((networkHealth.summary.dormant / networkHealth.summary.total) * 100) : 0 }}%
Dormancy Rate
Dormancy Breakdown
No intros in 90+ days
{{ networkHealth.summary.dormantByReason?.no_recent_intros || 0 }}
High ignore rate (>70%)
{{ networkHealth.summary.dormantByReason?.high_ignore_rate || 0 }}
All passes, no meetings
{{ networkHealth.summary.dormantByReason?.all_passes || 0 }}
Never responded (3+ intros)
{{ networkHealth.summary.dormantByReason?.never_responded || 0 }}
Show:
| Investor {{ healthSort.dir === 'asc' ? '▲' : '▼' }} | Intros {{ healthSort.dir === 'asc' ? '▲' : '▼' }} | Response {{ healthSort.dir === 'asc' ? '▲' : '▼' }} | Meetings {{ healthSort.dir === 'asc' ? '▲' : '▼' }} | Last Intro | Status {{ healthSort.dir === 'asc' ? '▲' : '▼' }} | Actions |
|---|---|---|---|---|---|---|
|
{{ inv.name }}
{{ inv.firm }}
|
{{ inv.totalIntros }} total
{{ inv.responded }} responded, {{ inv.ignored }} ignored
|
|
{{ inv.meetings }} meetings ({{ inv.invested }} invested) |
{{ inv.lastIntroDate }}
{{ inv.daysSinceLastIntro }} days ago
Never
|
Inactive {{ dormancyReasonLabel(inv.dormancyReason) }} Healthy |
Founder Pipeline Health
{{ pipelineHealth.summary?.total || 0 }}
Active Founders
{{ pipelineHealth.summary?.onTrack || 0 }}
On Track
{{ pipelineHealth.summary?.behind || 0 }}
Behind
{{ pipelineHealth.summary?.starved || 0 }}
Starved
{{ pipelineHealth.summary?.exhausted || 0 }}
Exhausted
No founders with active cadence tracking. Enable cadence on a founder to see pipeline health.
| Founder | Categories | Target | This Week | Rate | Status | Network | Actions |
|---|---|---|---|---|---|---|---|
|
{{ row.founder.name }}
{{ row.founder.companyName }}
|
{{ cat.name }}
none
|
/wk
{{ row.cadence.why }}
|
{{ row.introsThisWeek }} (last: {{ row.introsLastWeek }}) | {{ row.weeklyRate }}/wk | {{ row.status }} |
{{ row.activeIntros }} active, {{ row.pendingResponse }} pending
|
Network Availability: {{ networkAvailability.founder.name }} ({{ networkAvailability.founder.companyName }})
Looking for:
{{ cat }}
{{ nodeGroup.node.name }}
{{ nodeGroup.available }} available / {{ nodeGroup.fit }} fit / {{ nodeGroup.total }} total
| {{ inv.name }} | {{ inv.firm }} | {{ cat }} | {{ formatStatus(inv.status) }} Available No category match |
Marketplace Health
Filter the throughput metrics to a single intro source. Useful when one network's backlog is skewing the global numbers.
Throughput
% of generalist investors stale (≥3 weeks since contact). Specialty firms excluded — they have legitimate gaps.
Loading…
{{ throughput.current.pct }}%
{{ throughput.current.stale }} of {{ throughput.current.total }} generalists
{{ throughput.current.pct < 10 ? 'Healthy' : throughput.current.pct < 25 ? 'Watch' : 'Action needed' }}
Last 12 weeks · % stale generalists
{{ throughput.trend[0]?.weekStart }}
now
| Name | Firm | Weeks since contact |
|---|---|---|
| {{ item.name }} | {{ item.firm || '—' }} | {{ item.weeksSinceContact }}w |
Stale open investors
Active, not on cooldown, not dormant — and ≥3 weeks since contact. Includes generalists + specialists.
{{ staleOpen.stalePct ?? '—' }}%
{{ staleOpen.staleCount ?? '—' }} of {{ staleOpen.totalActive ?? '—' }} active
Loading…
All open investors are fresh. Nice.
| Name | Firm | Last contact | Weeks |
|---|---|---|---|
| {{ item.name }} | {{ item.firm || '—' }} | {{ item.lastContactDate || 'never' }} | {{ item.weeksSinceContact }}w |
Investors to review — possibly disengaged
Last 2 intros (≥4w old) both stalled with followups sent. May be parental leave / fund cycle / just done with us — you decide.
{{ disengaged.count }}
| Investor | Firm | Last 2 stalled intros | Action |
|---|---|---|---|
| {{ item.name }} | {{ item.firm || '—' }} |
{{ si.founderName || `Founder #${si.founderId}` }} ·
{{ si.status }} ·
{{ si.bumpCount }} bump{{ si.bumpCount === 1 ? '' : 's' }} ·
{{ si.ageWeeks }}w ago
|
{{ supplyDemand.totals.activeFounders }}
Active founders (cadence on)
{{ supplyDemand.totals.eligibleInvestors }}
Eligible investors
{{ supplyDemand.totals.weeklyDemand }}/wk
Total demand (intros wanted)
{{ supplyDemand.totals.weeklySupply }}/wk
Total supply (1 intro / 3wks each)
Data gap:
{{ supplyDemand.totals.untaggedFounders }} active founder(s) have no sector tag
·
{{ supplyDemand.totals.untaggedInvestors }} eligible investor(s) have no sector tag.
They're missing from the per-sector rows below — tag them to get accurate signal.
Untagged investors ({{ untaggedInvestors.count }})
Connected to a node, active, but missing sector tags — silently excluded from matching. Tag them to bring them into the pool.
| Investor | Firm | Tags | |
|---|---|---|---|
| {{ inv.name }} | {{ inv.firm || '—' }} | none {{ inv.tagCount }} (no sector) |
Supply / Demand by Sector
Weekly capacity model. Demand = founders × their per-week target. Supply = investors × (1 intro / 3 weeks). Ratio >1.3 = under-supplied (recruit investors), <0.7 = over-supplied (recruit founders). Generalists are sized against all founders; specialists against their own sector.
Loading…
| Sector | Founders | Investors | Demand /wk | Supply /wk | Ratio | Status | What to do |
|---|---|---|---|---|---|---|---|
| {{ row.sectorName }} (all founders) | {{ row.founders }} | {{ row.investors }} | {{ row.weeklyDemand }} | {{ row.weeklySupply }} | {{ row.ratio !== null ? row.ratio : '—' }} | {{ {undersupplied:'Under-supplied', balanced:'Balanced', oversupplied:'Over-supplied', dormant:'Dormant'}[row.status] }} | {{ row.actionHint }} |
| No sector data — add categories first. | |||||||
Investor Utilization
Utilization Rate: {{ marketplaceHealth.investorUtilization.summary.utilizationRate }}%
| Investor | Firm | Intros (90d) | Reliability | Sectors | Status |
|---|---|---|---|---|---|
| {{ inv.name }} | {{ inv.firm || '—' }} | {{ inv.introsLast90Days }} |
|
{{ sector }} Generalist |
{{ inv.utilizationStatus === 'over' ? 'Over-utilized' : inv.utilizationStatus === 'under' ? 'Under-utilized' : inv.utilizationStatus === 'cooldown' ? 'Cooldown' : inv.utilizationStatus === 'dormant' ? 'Dormant' : 'Normal' }}
{{ inv.cooldownReason }}
|
| No investors match filter | |||||
Coverage Gaps
No coverage gaps — all sectors with active founders have investor coverage.
{{ gap.gap === 'zero_coverage' ? 'No Coverage' : 'Insufficient' }}
{{ gap.categoryName }}
{{ gap.founderCount }} founders
{{ gap.investorCount }} investor{{ gap.investorCount !== 1 ? 's' : '' }}
{{ gap.waitlistedFounders.length }} waitlisted
| # | Founder | Company | Heat Score | Reason |
|---|---|---|---|---|
| {{ f.waitlistPosition }} | {{ f.name }} | {{ f.companyName || '—' }} |
|
{{ f.reason }} |
Founder Waitlist
{{ marketplaceHealth.waitlist.total }} founder{{ marketplaceHealth.waitlist.total !== 1 ? 's' : '' }} in sectors with insufficient investor coverage, ranked by heat score.
| # | Founder | Company | Heat Score | Sectors | Gap Sectors |
|---|---|---|---|---|---|
| {{ f.waitlistPosition }} | {{ f.name }} | {{ f.companyName || '—' }} |
|
{{ s }} | {{ g }} |
No founders are currently waitlisted — all sectors have sufficient investor coverage.
Algo Report Card
Does the match score predict anything? Grades every reviewed suggestion against what actually happened. Read-only — nothing here changes the algorithm.
Loading…
{{ layer.title }}
{{ algoVerdictLabel(layer.data.verdict) }}{{ layer.subtitle }}
{{ layer.data.correlation === null ? '—' : layer.data.correlation.toFixed(2) }}
correlation (−1 to +1)
{{ layer.n }} {{ layer.nLabel }}
{{ algoPct(layer.rate) }} {{ layer.rateLabel }}
{{ layer.data.verdictDetail }}
By score tercile
{{ t.label }}
{{ algoPct(t.rate) }} ({{ t.n }})
If the top third and bottom third land on the same number, the score isn't sorting anything.
Not enough data to split into terciles yet.
What's actually predicting
Lift = this feature's rate minus the overall baseline. A weight in computeFitScore
that shows ~0 lift is buying you nothing; a negative lift means it's pointing the wrong way.
| Feature | Reviewed | Approval | Approval lift | Decided | Accept | Accept lift |
|---|---|---|---|---|---|---|
| {{ f.feature }} thin | {{ f.reviewed }} | {{ algoPct(f.approvalRate) }} | {{ algoLift(f.approvalLift) }} | {{ f.decided }} | {{ algoPct(f.acceptRate) }} | {{ algoLift(f.acceptLift) }} |
No scored suggestions with feature data in this window.
Why you rejected ({{ algoReport.rejections.total }})
{{ algoReport.rejections.fixable }} fixable — stale tags, not bad scoring. Each is a one-click correction that stops the suggestion coming back.
{{ cat.category }}
{{ cat.count }}
No rejections in this window.
Training-data hygiene
Share of rejects that carry a reason the system can learn from. "Other" and "Not a fit (gut)" teach it nothing.
{{ algoPct(algoReport.rejections.dataHygieneScore) }}
{{ algoReport.rejections.uninformative }} of {{ algoReport.rejections.total }} rejects gave no usable reason
({{ algoReport.rejections.uncategorized }} with no category at all)
{{ algoReport.review.mechanicalExcluded }} mechanical rejects excluded (already met / VIP / dup / founder timing) — they say nothing about match quality.
{{ algoReport.review.missingReasoning }} suggestions have no stored feature data — they predate feature logging and can't be graded.
Score range in window: {{ algoReport.review.scoreRange.min }}–{{ algoReport.review.scoreRange.max }} (median {{ algoReport.review.scoreRange.median }})
{{ algoReport.outcome.stillPending }} sent intros still awaiting a reply — excluded from accept rate so fresh batches don't look bad.
Cooldown misses
Times you rejected a suggestion because the investor had already been sent a deal too recently. These never count against the investor or the founder — they're a verdict on our own pacing.
{{ algoReport.systemMisses.cooldownMisses }}
{{ algoPct(algoReport.systemMisses.shareOfReviewed) }} of everything you reviewed
Median staleness when suggested: {{ algoReport.systemMisses.medianWeeks }}w
Worst case: {{ algoReport.systemMisses.maxWeeks }}w
Cooldown currently blocks {{ algoReport.systemMisses.cooldownIntroducedDays }}d after an intro,
{{ algoReport.systemMisses.cooldownPendingDays }}d while one is pending.
{{ algoReport.systemMisses.diagnosis }}
{{ w }}w
Never-suggest-again list ({{ matchBlocks.total }})
Pairs you permanently blocked from the reject modal. Everything else you reject stays re-suggestable — a pass today is often a fit next quarter. {{ matchBlocks.globalCount }} of these are blocked for every founder.
| Investor | Scope | Reason | Blocked | |
|---|---|---|---|---|
| {{ b.investorName || ('Investor #' + b.investorId) }} · {{ b.investorFirm }} | All founders {{ b.founderName || ('Founder #' + b.founderId) }} | {{ b.reason || '—' }} ({{ b.rejectionCategory }}) | {{ (b.createdAt || '').slice(0, 10) }} |
Nothing blocked yet. Use "Never suggest again" in the reject modal when you know a pairing is dead.
{{ layer.title }}
| Band | n | Rate | Lift |
|---|---|---|---|
| {{ b.label }} | {{ b.n }} | {{ algoPct(b.rate) }} | {{ algoLift(b.lift) }} |
Category Manager
Add Category
{{ typeGroup.type }}
{{ typeGroup.description }}
| {{ cat.name }} | {{ editingCategoryId === cat.id ? editCategoryForm.name || cat.name : cat.name }} | {{ cat.color }} |
No {{ typeGroup.type }} categories yet.
Sectors
Industry focus areas
No sector categories yet.
{{ parent.name }}
{{ parent.color }}
{{ parent.children.length }} subcategories
{{ child.name }}
AI Agent
Everything the AI worker has done or proposed. Approve proposals to let them take effect.
{{ agentScorecard.total }}
Total actions
{{ agentScorecard.byStatus?.proposed || 0 }}
Awaiting approval
{{ agentScorecard.approvalRate === null ? '—' : agentScorecard.approvalRate + '%' }}
Approval rate
{{ agentScorecard.byStatus?.failed || 0 }}
Failed
| When | Agent | Action | Status | Review |
|---|---|---|---|---|
| {{ (a.createdAt || '').replace('T',' ').slice(0,16) }} | {{ a.agent }} |
{{ a.summary }}
{{ a.actionType }}· dry-run
{{ a.reasoning }}
|
{{ a.status }} | {{ a.decidedBy }} |
| No agent actions {{ agentFilter !== 'all' ? "with status '" + agentFilter + "'" : 'yet' }}. | ||||
Calls
Every transcript founders have sent us — real investor meetings from the portal/Granola, and Pitch Gym practice reps — with the AI read on each.
Loading calls…
{{ call.kind === 'real' ? 'Investor call' : 'Practice' }}
{{ call.founderName }} · {{ call.companyName }}
× {{ call.counterparty }}
{{ (call.createdAt || '').replace('T',' ').slice(0,16) }}
· {{ call.title }}
· via {{ call.source }}
· {{ call.transcriptChars.toLocaleString() }} chars
{{ call.summary }}
{{ call.transcriptPreview }}
{{ call.overallScore }}/10
{{ call.outcome.replace(/_/g,' ') }}
{{ isCallOpen(call) ? '▲' : '▼' }}
{{ call.matchStatus.replace(/_/g,' ') }}
⚑ Review asked
Loading…
The read
{{ callDetail[callKey(call)].summary }}
Next step: {{ callDetail[callKey(call)].nextStepText }}
({{ callDetail[callKey(call)].nextStepDate }})
{{ s.label }} {{ s.value == null ? '—' : s.value + '/5' }}
{{ callDetail[callKey(call)].meetingType || 'meeting type unknown' }} ·
match: {{ callDetail[callKey(call)].matchStatus }}
({{ callDetail[callKey(call)].matchConfidence }}) ·
status: {{ callDetail[callKey(call)].status }}
Asked you to review this call
{{ callDetail[callKey(call)].reviewRequestNote }}
{{ callDetail[callKey(call)].errorMessage }}
{{ callDetail[callKey(call)].summary }}
{{ d.dimension }} {{ d.score }}/5
— {{ d.note }}
Blind spots
{{ b.issue }} — “{{ b.moment }}”
{{ b.whyItMatters }}
Coaching
{{ f.fix }}
{{ f.how }}
source: {{ callDetail[callKey(call)].source || 'unknown' }}
· {{ callDetail[callKey(call)].model }}
Transcript
{{ callDetail[callKey(call)].transcript }}
No calls{{ callSearch ? ' matching “' + callSearch + '”' : '' }} yet.
Directory
Every person we've touched — founders, signups, leads, and anyone who's used a lead-magnet tool.
Exports the {{ hasDirectoryFilters ? 'filtered' : 'full' }} list. People & leads only (not investors), no unsubscribe suppression — for your own list-building, not blind cold sends.
Total
{{ directoryRows.length }}
Founders
{{ directoryStatsBySource.founder || 0 }}
Signups
{{ directoryStatsBySource.public_user || 0 }}
Leads
{{ directoryStatsBySource.founder_lead || 0 }}
Captures
{{ directoryCaptureCount }}
Loading…
No people yet — applications and lead-magnet captures will appear here.
No people match your filters.
| Name | Company | City | Sources | Tags | Last touch | |
|---|---|---|---|---|---|---|
| {{ row.name || '—' }} | {{ row.email }} | {{ row.company || '—' }} | {{ row.city || '—' }} | {{ directorySourceLabel(s) }} | {{ t }} — | {{ directoryFormatRelative(row.lastTouchAt) }} |
{{ directoryDetail.name || directoryDetail.email }}
{{ directoryDetail.email }}
{{ [directoryDetail.company, directoryDetail.city].filter(x => x).join(' · ') || '—' }}
{{ directorySourceLabel(s) }}
Edit details
Overrides applied
Saved
Empty fields revert to source data
Tags
{{ t }}
No tags yet
Source records
{{ directorySourceLabel(src.source) }} · id {{ src.id }}
{{ JSON.stringify(src.data, null, 2) }}
Applications
| Founder | Company | Sector | Links | Applied | Status | Actions |
|---|---|---|---|---|---|---|
|
{{ app.user?.firstName }} {{ app.user?.lastName }}
{{ app.user?.email }}
{{ app.user?.city }}
|
{{ app.companyName }}
{{ app.oneLiner }}
{{ app.url }}
✨ Investor blurb{{ app.blurb.investorBlurb }}
🤖 {{ app.aiScore }}/10 · {{ app.aiRecommendation }}
{{ app.aiReasoning }}
your note: {{ app.decisionReason }}
|
{{ app.sector }} |
LinkedIn
@{{ app.user.twitterHandle }}
via {{ app.user.source }}
|
{{ app.appliedAt?.split('T')[0] }} | ⏳ researching {{ app.applicationStatus }} |
{{ app._aiInvite.emailed ? '🎙️ Interview sent ✓' : '🎙️ Invite ready' }}
--
|
Voice Interview AnswersQ{{ qi + 1 }}: {{ q.question }} {{ q.reason }} Duration: {{ Math.floor(getAnswer(app, qi).durationSeconds / 60) }}:{{ (getAnswer(app, qi).durationSeconds % 60).toString().padStart(2, '0') }} No answer recorded |
||||||
No portfolio applications yet.
| Name | Role | One-liner | City | Status | Signed Up | Actions | |
|---|---|---|---|---|---|---|---|
|
{{ signup.firstName }} {{ signup.lastName }}
LinkedIn
|
{{ signup.email }} | {{ signup.role || 'unknown' }} | {{ signup.oneLiner }} | {{ signup.city }} | {{ signup.status }} | {{ signup.createdAt?.split('T')[0] }} |
|
| No signups found. | |||||||
