Key takeaways
- With no analyst, the fit report is the first reader, so every line shows its source and can be checked in seconds.
- One seat is enough to start. Add a venture partner or scout as a role later, with access limited to what they need.
- Solo GPs often follow rather than lead. Sharing a deal's evidence with a lead investor as a guest arrives in the first release.
- LP reporting, fund accounting and capital calls are out of scope. Delsivo covers deals, not the fund's books.
Planned feature: not in Delsivo yet, and details may change before it ships.
What changes when there is no analyst
At a larger fund, an analyst reads the deck, checks it against the thesis and writes three lines for a partner. A solo GP does all of it, between LP meetings, portfolio calls and travel. Inbound piles up, and the decks that get read are the ones that arrive at a quiet moment.
A tool that summarises decks doesn't solve this if the summary has to be checked against the deck anyway. What helps is a first pass whose working is visible: each fact with its slide, each criterion with the value found and the rule it was checked against. Reading that takes a fraction of the time of reading the deck, and you can still open the slide whenever a line looks off.
Solo GP tools: what to hand off and what to keep
| Task | Delsivo | You | Release |
|---|---|---|---|
| Reading the deck | Extracts facts with slide citations and flags weak slides | Open any slide that matters | Pilot |
| Thesis check | Applies your rubric, marks Met, Mismatch or Unknown with sources | Review mismatches, override with a reason | Pilot |
| Questions for the founder | Turns unknowns into questions and drafts a short form | Approve before it is sent | Pilot |
| First conversation | Runs a live AI interview the founder starts when it suits them | Decide who gets a call | First release |
| Checking claims | Keeps each claim with its source and label | Mark claims Corroborated or Disputed | Pilot |
| Sharing with a lead | Shares chosen evidence with a named guest until access expires | Choose what to share | First release |
Working alongside lead investors
Many solo GPs write smaller cheques next to a lead. The useful thing to bring is not a second memo but the claims you checked and where you checked them. In the first release you can share a deal's deck and labelled claims with a lead's partner as a guest expert, with a preview and download policy and an expiry date. They see nothing else in your workspace.
The reverse also matters. When a lead sends you their materials, upload them to the deal as documents, so the claims they support carry those files as sources.
Setting up as a one-person fund
- 1Write your thesis as a handful of hard rules and two or three weighted preferences. Keep it short; you can publish a new version any time.
- 2Brand your portal on a subdomain and put the link on your website and in your email signature.
- 3Send private referral links to the founders and co-investors who already send you deals.
- 4Turn on multi-factor sign-in, which is required for partners, and invite nobody else until you need to.
Limits for one-person funds
- Not a CRM replacement at first. CRM import and export are planned for later.
- No LP portal, fund accounting, capital calls or reporting to investors in the fund.
- Pricing for small funds isn't set. Design partner pilots are priced with each fund.
- If you see only a few decks a month, the pilot's measurements won't mean much yet.