Key takeaways
- Planned for the first release.
- Built from approved claims, open questions and evidence added since the last touchpoint.
- Every factual bullet cites its source and shows any known conflict.
- The agenda is a draft you edit. Founder follow-ups need an analyst's approval.
Planned feature: not in Delsivo yet, and details may change before it ships.
What a founder call preparation brief contains
| Part | Drawn from |
|---|---|
| Where things stand | Current stage, thesis fit, evidence quality and diligence readiness |
| What we believe | Corroborated claims, each with its source |
| What we are unsure about | Founder reported, disputed and unresolved claims |
| What changed | New deck versions, form answers, room files and research since the last meeting |
| Questions to ask | Unknown thesis criteria, open interview questions and gaps found by research |
| Agenda | A suggested running order you can reorder, edit or delete |
If two sources disagree, the bullet says so and cites both, for example the deck's 20 enterprise customers beside the interview's 12 unpaid pilots.
Before, during and after the call
- 1Open the deal and choose Prepare call. The brief is drafted and marked as an AI draft.
- 2Edit the brief and agenda. Remove anything you don't want to raise, add your own points.
- 3Share it with colleagues joining the call. They see it in the deal, under their usual permissions.
- 4After the meeting, add notes. If the founder consented to recording and a transcript exists, link it.
- 5Delsivo suggests claim updates and follow-up requests from the notes. You accept or dismiss each.
- 6Any follow-up message goes to the founder only after an analyst approves it.
Why the brief only uses approved material
A brief that mixes a founder's statement with an analyst's check is how a partner walks into a meeting believing an unverified number. The brief keeps the evidence labels from the claim tracker, so Founder reported never reads like Corroborated.
AI-drafted lines look different from verified findings, and quotes that can't be found in their source are dropped before you see the draft.
Limits in the first release design
- Calendar sync is planned for a later release, so meetings are not pulled from your calendar automatically at first.
- Delsivo doesn't join or record calls. Notes and transcripts are added by your team.
- Briefs reflect what is in the deal. Evidence kept elsewhere needs adding to the deal first.