FUND OPERATIONS
One Platform for Fund I, Fund II, and Beyond
Complete data isolation between funds with per-fund pipeline stages, LP management, and media settings. Role-based access ensures your Fund II team never sees Fund I data. Switch between funds instantly.
Halcyon AI
Luminos Health
TerraByte
PayRoute
StackLayer
Kōwhai Labs
OceanGrid
NovaPay
Aether Robotics
CloudVault
Meridian Data
GreenFleet
Voxel Health
TrueSign
How It Works
Create funds and invite your team
Set up each fund with its own name, thesis, and settings. Invite team members and assign GP or Ops roles with granular permissions per fund.
Halcyon AI
Luminos Health
TerraByte
PayRoute
StackLayer
Kōwhai Labs
OceanGrid
NovaPay
Aether Robotics
CloudVault
Meridian Data
GreenFleet
Voxel Health
TrueSign
Configure each fund independently
Each fund gets its own pipeline stages, LP tracking, portfolio view, and media settings. Your Fund I process does not have to match Fund II.
Halcyon AI
Luminos Health
TerraByte
PayRoute
StackLayer
Kōwhai Labs
OceanGrid
NovaPay
Aether Robotics
CloudVault
Meridian Data
GreenFleet
Voxel Health
TrueSign
Switch between funds instantly
Use the fund switcher to jump between funds in one click. Every view — pipeline, portfolio, LPs, documents — updates to show only data from the selected fund.
Halcyon AI
Luminos Health
TerraByte
PayRoute
StackLayer
Kōwhai Labs
OceanGrid
NovaPay
Aether Robotics
CloudVault
Meridian Data
GreenFleet
Voxel Health
TrueSign
Capabilities
Data Isolation
Complete separation between funds at the database level. Companies, LPs, documents, and investments in Fund I are invisible to Fund II team members.
Per-Fund Stages
Each fund can have its own pipeline stages. Fund I might use Inbound > Review > DD > Closed while Fund II has a different process entirely.
GP/Ops Roles
Assign GP or Ops roles per fund. GPs get full access to deals, investments, and LP data. Ops roles can manage pipeline and documents without seeing financials.
Team Invitations
Invite team members by email and assign them to specific funds. New members can be added or removed at any time without affecting data.
Per-Fund Settings
Investment thesis, scoring criteria, email agent configuration, and media settings are all configurable per fund. Each fund operates independently.
Fund Switching
Switch between funds with one click from the navigation bar. The entire application context updates to show the selected fund's data and configuration.