Strategic fit and financial fit, side by side
Strategic criteria beside financial ones, business unit experts as scoped guests, and a log of every view and download.
- StageMet
Rule: Series A or late seed · Found: Late seed · Slide 2
- Round sizeMet
Rule: USD 3M to USD 10M · Found: USD 6M · Slide 14
- Business unit priorityMet
Rule: Fits a listed priority · Found: Cold-chain monitoring · Slide 5
- Pilot potentialUnknown
Rule: Could pilot with a unit within 12 months · Found: Not stated
Sample data. Companies, funds and people are made up.
Two sets of interests in every deal
A corporate venture team answers to the fund's return targets and to the parent company's strategy, and has to work with business units and compliance teams that a seed fund never meets.
- Two kinds of fit, kept apart
Put strategic criteria in their own group beside the financial ones, so a deal that fits a business unit but not your return model shows both, each with its source.
- Business unit experts, scoped
Experts from the business join as guests who see only the deals and files you share, until their access expires, with every view and download logged.
- Answers for your security review
Each fund's data is separated in the database, one permission check covers pages, search, AI answers and exports, and planned enterprise controls are labelled as planned.
One rubric, two groups, each criterion with its source
Write strategic criteria the way your business units talk about them: a priority area, pilot potential, overlap with an existing product. They sit in their own group, so a strong strategic case never hides a weak financial one, or the other way round.
In the sample, an overlap with an existing product is marked Mismatch. That sends the deal to a partner for review with the reason attached. It is never an automatic rejection.
- StageMet
Rule: Series A or late seed · Found: Late seed · Slide 2
- Round sizeMet
Rule: USD 3M to USD 10M · Found: USD 6M · Slide 14
- Revenue modelUnknown
Rule: Recurring revenue preferred · Found: Not stated
AI suggestion: Question for the founder: How do customers pay, and for how long are contracts?
- Business unit priorityMet
Rule: Fits a listed priority · Found: Cold-chain monitoring · Slide 5
- Pilot potentialUnknown
Rule: Could pilot with a unit within 12 months · Found: Not stated
AI suggestion: Question for the founder: What would a first pilot with a manufacturer need from you?
- Overlap with existing productsMismatch
Rule: No direct overlap · Found: Similar to a current unit product · Slide 6
Sample data. Companies, funds and people are made up.
A strategic deal across the venture team and the business
What the workflow looks like for a corporate venture team. Each step shows its release.
- Pilot
Inbound, partner-sourced and business unit deals in one place
Founders apply on your branded portal, and analysts create records for deals that come from the business or from partners.
- Pilot
A rubric with a strategic group
Financial rules and preferences in one group, strategic criteria such as business unit priority or pilot potential in another.
- Pilot
Claims with labels and sources
What the founder says about customers, pilots and partnerships, kept with its source until it is corroborated or disputed.
- First release
Business unit experts as guest experts
Named guests with an expiry date, a preview and download policy, watermark and an NDA acknowledgement.
- First release
A data room with an activity log
Folders for corporate, financials, customers, product and IP, security, people and round documents, with every view recorded.
- Later
Conflict review before committee
A check for conflicts between the deal and the parent company's interests.
Delsivo is at the design partner stage. Pilot features come first, first release features follow, and later features are on the roadmap. AI suggests and cites its sources; your team makes every decision.
Bring in the business without opening the whole pipeline
Engineers, product leads and commercial teams often know more about a startup's market than the venture team does. As guest experts they see only what you share, for as long as you choose. Guest access arrives in the first release.
- Named guests, never shared logins
- Access that expires on the date you set
- Preview only, or preview and download, per guest
- Watermark and NDA acknowledgement on room files
- Every view and download in the activity log
- No access to other deals, ratings or internal notes
What your security and compliance teams will ask
Straight answers, with what is designed today and what is planned. Nothing here is certified, and we say so.
| Question | Answer | Status |
|---|---|---|
| Who can see a deal? | Only people with access to your fund, that deal and that folder or file. The same check applies to search, AI answers, notifications and exports. | By design |
| Is MFA required? | Yes, for Delsivo staff, fund admins and partners. | By design |
| Can we use single sign-on? | Enterprise single sign-on is planned for a later release. | Later |
| Where is our data hosted? | One hosting region at launch, chosen with design partners. Data residency options are planned for later. | Later |
| Is Delsivo certified? | Not yet. Controls are mapped to SOC 2 and ISO 27001, and the security page says which are planned. | By design |
| Is our data used to train AI models? | AI providers are used under terms that don't train on submitted content, confirmed for each provider before customer content is processed. | By design |
Conflict review between a deal and the parent company's interests is planned for a later release.
One strategic deal over two weeks
Sample timeline. Guest access and the data room are first release features.
- Day 1
A business unit lead forwards a deck. Your analyst creates the record and the deck is read and screened against both groups of criteria.
- Day 2
The fit report shows the financial group mostly met and one strategic mismatch: overlap with a current product. It goes to a partner for review, not to a rejection.
- Day 4
Two engineers from the unit get guest access to the product and IP folder, view only, for ten days.
- Day 8
The engineers' questions go to the founder as a request. The founder answers and uploads an architecture document.
- Day 10
Guest access expires. The activity log shows who opened which file and when, ready for your compliance team.
What corporate venture teams ask us
Design partner pilot or Enterprise
Teams whose policies allow a single hosting region can start in the design partner pilot. Enterprise, with single sign-on, data residency options and security review support, is for teams that need those controls first, and is planned for later. Priced with you.
Weigh strategy and return on the same record
Tell us about your policies first. If a pilot can pass your review, we set it up with your venture team; if it can't yet, we will say so.