Applications and the deals list

Every application your portal receives becomes a deal in Deals. It arrives at the New stage with the founder's deck as version 1, and the deck is scanned and analysed straight away. From the list you can filter, preview a deal in a side sheet without leaving the list, and open the full deal page. People at your fund move deals forward; Delsivo never does.

What happens when an application arrives#

When a founder taps Send application on your portal:

1. The founder gets a reference on screen and a confirmation email in your brand.
2. Delsivo finds the company in your fund by its website domain, or creates it.
3. A deal is created at New, with the source Portal, or Referral if the founder came through one of your referral links.
4. The deck becomes Deck v1 and starts its analysis. See How deck analysis works.
5. Delsivo checks for possible duplicates. See Duplicate deals.
6. The deal has no owner yet, so it waits in the inbound queue for an analyst to take, unless your fund gives new applications an owner as they arrive.

The deal's Activity tab records "Application submitted on the portal" or "Application submitted through a referral link".

Who sees which deals#

The deals list#

Open Deals in the sidebar. Each row shows:

Two more columns are in Columns: Source (Portal, Referral, Added by the team and so on) and Deck quality (0 to 100). Deck quality says how well the deck argues its case, which isn't the same as fitting your thesis, so it's off by default.

To find deals:

• Type in Search company or website.
• Owner shows deals with any owner, Mine or Unassigned.
• Use the filter chips Stage, Source and Deck status. Each opens a list of checkboxes; a number on the chip shows how many you picked. The Deck status filter matches a deal when any of its deck versions has that status.
• Click Clear to remove every filter.
• Click a column heading to sort by Company, Stage, Source or Received. Delsivo remembers the sort you last picked, per browser.

Search, filters and sort are kept in the address, so you can bookmark a view or send it to a teammate. The list shows 50 deals per page. Use Columns to hide columns, and drag a column's edge to resize it.

If nothing matches, you see No deals match with Clear filters. A fund without deals sees No deals yet, with Add a deal and Open your application page.

Triage many deals at once#

Tick rows (or press X on a row) to show a toolbar with Pass, Move, Assign and Export. You can act on up to 100 deals at a time.

• Pass opens Pass on N deals?. Choose Why you're passing, add an optional Note for the team, and optionally a revisit date or trigger. When some of the deals miss a hard rule in their fit report, Use each deal's thesis mismatch gives each of them its own reason (stage, sector, geography or cheque size), and the rest get the one you chose. Under Write to each founder, pick Pass or Not now and an optional Come back when line: each company gets its own decision message from your fund's template, with no reasons in it. Partners and admins send them with the pass; an analyst's wait for a partner's approval. A deal with no founder on your portal is passed without a message. See Passing on a deal and revisiting it later.
• Move moves the deals to a stage. Revisit later asks when to look again. Moving a deal more than one stage ahead, or reopening a passed deal, asks for a reason, saved in each deal's history. Other moves come with Undo. Closed deals and closing aren't part of bulk moves; use the deal page.
• Assign gives the deals to a teammate, to you, or clears the owner, with Undo. For an Analyst, Assign to me takes deals from the inbound queue. An Analyst can't hand a queue deal to someone else.
• Export of a selection isn't available yet. Reports → Export has every deal you can see as a CSV.

Each deal is checked and saved on its own: your permission on it, whether someone changed it a moment ago, whether it's closed. The message says how many changed and lists the ones that were skipped, with the reason, such as "Someone else changed this deal a moment ago" or "Your role can't change the owner." Nothing changes on a skipped deal.

The side sheet#

Click a company name, or press Enter on a row, to open the side sheet over the list. It shows:

• the company, stage, source and date received
• the triage buttons: Pass (P), Advance to the next stage (A), and Assign or Change owner (O). For an Analyst on an inbound queue deal, Take it (E)
• Stage, Thesis fit, Owner and Deck quality
• Brief: the elevator pitch, labelled AI suggestion
• Top facts: up to six facts, with "(founder correction)" where the founder corrected one
• Deck: the analysis steps for the latest version

Use the left and right arrow keys, or Previous deal and Next deal, to move through the list without closing the sheet. Click Open deal for the full page, or Close.

Pass opens the same pass dialog as the deal page, with the reason already chosen when the fit report shows a hard-rule mismatch, and the founder decision message ready to check. Advance moves the deal one stage, with Undo in the message; it isn't offered from Terms (close a deal from its Closing tab) or from Passed and Revisit later (reopen from the deal page, with a reason). After either, the sheet stays open, so you can press the right arrow and go on to the next deal.

Right-click a row (or press Shift+F10) for Preview and Open deal.

Keyboard shortcuts#

J and K work as soon as the page is open, without clicking into the list first.

The deal page#

The header shows the company, its website, the source and the date received. Next to them:

• Stage: choose another stage. Passing opens Pass on [company]? with the reason, an optional note and revisit, and the founder decision message. Revisit later asks for a date or a trigger. Skipping ahead more than one stage asks for a reason. The founder isn't told automatically. Other moves happen at once, with Undo in the message.
• Owner: Assign to me, pick a teammate, or Clear owner. Committee members can't own deals.
• A next step, such as Upload a deck, Analysis running, Review the evidence or Check the deck.

The tabs:

Admins, Partners and the Analyst who owns a deal can change it. Everyone else who can see it reads it. An Analyst reading a deal from the inbound queue clicks Take it to work on it.

Frequently asked questions#

Why can't I find a deal a colleague mentioned?#

If you're an Analyst, you see the deals you own, plus unowned deals in New and Screening when your fund has the inbound queue on. A deal a teammate owns, or one past Screening, stays with its owner. Ask a Partner or Admin to assign it to you.

Is there a board view?#

Yes. Switch between Table and Board above the list, or press t or b. The board has one column per stage, with Passed and Revisit in a Closed out group on the right. Drag a card to move the deal, or use the card's menu for Move to… and Assign owner. Passing asks for the reason, and Revisit later for a date or a trigger, before the move is saved; skipping ahead or reopening asks for a reason; other moves come with Undo. Write the founder's decision message from the deal's Decision tab after a pass on the board. The board uses the same search and filters as the table. To change many deals at once, use the table.

Does moving a deal tell the founder?#

No. Stage moves are internal. The founder's workspace shows its own status, never your stages.