How to use Delsivo
Step-by-step articles for fund admins, analysts, partners and founders, published as each feature becomes available.
Articles publish as features ship. Titles without a link are planned and appear here once the feature they describe is available.
Getting started
Accept your invite, sign in, turn on two-factor sign-in and work through the pilot setup checklist.
Portal and branding
Your fund's portal: choosing a subdomain, connecting your own domain, branding and publishing it.
Applications and deck analysis
How applications arrive, the application form, deck analysis with slide citations, versions and duplicates.
Thesis and screening
Writing your thesis as hard rules and weighted preferences, reading fit reports and recording overrides.
Interviews
Founder interviews: templates and questions, invitations, the live AI interview and the text interview, consent, and reading an assessment.
- How founder interviews work (planned)
- Interview templates and questions
- Invite a founder to an interview
- The AI interviewer, live and in writing
- Review an interview
- Consent and recordings
Claims and research
The claim tracker and its four labels, cited research, Ask This Deal and call preparation.
- Track and verify claims
- Claim labels and review states
- Research a deal's market and claims
- Ask this deal
- Call prep briefs (planned)
Founder requests
Follow-up forms and file requests: templates, building a form, sending it and reviewing answers.
Data rooms
Room templates, uploads and review, guests and sharing, file scanning and the access log.
Pipeline and committee
Deal stages, board and table views, assignments, passing and revisiting, and committee decisions.
- Deal stages (planned)
- Board and table views (planned)
- Assignments, notes and tasks
- The inbound queue and assignment
- My tasks and overdue reminders
- Passing on a deal and revisiting it later
- Telling the founder your decision
- Stage reminders
- Committee memos, packets, reviews and decisions
- Conflicts of interest and recusal
- Closing a deal, from term sheet to portfolio
- Portfolio
- Pipeline reports and exports
- Team performance in Reports
- The partner meeting brief
Network and sourcing
Angel networks and members
Syndicates and accelerator cohorts
Team and settings
Roles, guest experts, support access, fund settings, AI settings, notifications and exports.
Billing
Plans, the design partner pilot, AI usage, invoices and changing your plan.
- Plans and billing
- Pilot (planned)
- AI credits
- Invoices and payment methods (planned)
- Changing or cancelling your plan (planned)
Privacy and security
Who sees what, how AI uses your data, retention, data requests and security.
- Who sees what (planned)
- How AI uses your data (planned)
- Data and retention (planned)
- Privacy requests from founders and others
- Security (planned)
- How custom domains are kept safe
For founders: applying
For founders: applying to a fund, signing in, saving your application and correcting your details.
- Apply to a fund
- Pitching a fund on WhatsApp
- Signing in to a fund's portal
- Save and come back to your application
- Upload your pitch deck
- Correct what was read from your deck
- Your application status
- Finding funds in the directory
- Applying with a saved profile
- How fund statuses appear in your CRM
- Your pitch slot
For founders: your fundraise
For founders: your interview
For founders: what to expect from the live interview, screen sharing, recording consent, the text interview and corrections.
For founders: requests and uploads
For founders: answering a request, uploading files, inviting a teammate and your data.
Can't find what you need?
Write to us with your question. Founders with a question about an application should ask the fund they applied to.