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 replied per month (excludes ignored)
{{ month.uniqueInvestors }}
{{ getMonthShort(month.label) }}
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(portfolio.summary?.totalPortfolioValue) }}
Fully Completed
{{ portfolio.summary?.fullyCompleted || 0 }} / {{ portfolio.summary?.totalCompanies || 0 }}
No portfolio companies yet. Click "Add Company" to get started.
| Company | Investment Date | Equity % | Valuation | Paper Value | Status | Actions |
|---|---|---|---|---|---|---|
|
{{ company.founder?.companyName }}
{{ company.oneLiner }}
{{ company.notes }}
{{ company.founder?.name }}
|
{{ company.investmentDate || '-' }} | {{ company.equityPercent ? company.equityPercent + '%' : '-' }} | {{ formatCurrency(company.currentValuation) }} | {{ formatCurrency(calculatePaperValue(company)) }} |
A
E
P
C
({{ getCompletionStatus(company) }}/4)
|
Status: A = Advisory Signed, E = Equity Signed, P = Shares Paid, C = Certificate Received
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) }} | {{ 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
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
Shares
{{ workflowDetails.shareDetails.shareCount?.toLocaleString() }}
Price/Share
${{ workflowDetails.shareDetails.sharePrice }}
Total
${{ 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
Founders
| 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
{{ 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 Not recently contacted{{ 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 }}
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) : '' }}
Intro Requests
| Founder | Node | Investor | Status | Requested | Next Follow-up | Actions |
|---|---|---|---|---|---|---|
| {{ req.founder?.name }} | {{ req.node?.name }} | {{ req.investor?.name }} @ {{ req.investor?.firm }} | {{ formatStatus(req.status) }} | {{ req.dateRequested }} | {{ req.nextFollowupDate || '-' }} |
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 }}
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.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 |
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 }}
Signups
{{ signups.length }}
Total
{{ signups.filter(s => s.status === 'pending').length }}
Pending
{{ signups.filter(s => s.status === 'approved').length }}
Approved
{{ signups.filter(s => s.status === 'converted').length }}
Converted
| Name | Role | One-liner | City | Status | Signed Up | Actions | |
|---|---|---|---|---|---|---|---|
|
{{ signup.firstName }} {{ signup.lastName }}
LinkedIn
|
{{ signup.email }} | {{ signup.role || 'unknown' }} ({{ signup.roleOther }}) | {{ signup.oneLiner }} | {{ signup.city }} | {{ signup.status }} | {{ signup.createdAt?.split('T')[0] }} |
Knows:
{{ c.name }} ({{ c.firm }}),
|
| No signups found. | |||||||
Portfolio 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 }}
|
{{ app.sector }} |
LinkedIn
@{{ app.user.twitterHandle }}
|
{{ app.appliedAt?.split('T')[0] }} | {{ app.applicationStatus }} |
|
No portfolio applications yet.