Follow-ups on WhatsApp
Ask a founder diligence questions on WhatsApp. Your team writes them, a partner or admin approves, and the replies land on the deal.
When a pitch that came in on WhatsApp becomes a deal, the conversation moves with it. The deal gets a WhatsApp tab next to Requests, so the owner can ask the questions that came up in the partner meeting where the founder already is.
Why a tab of its own
A founder request is a form: fields, file slots and a deadline, answered on your portal and sent by email. WhatsApp is a conversation: short questions, quick replies. Use whichever suits the question. Requests stay the way to ask by email, and the way to collect documents in a structured way.
Read the conversation
Open the deal and choose WhatsApp. You see:
- the founder (number masked) and which number the chat is on, Delsivo's shared number or your own;
- whether their chat is open, and until when (WhatsApp's 24-hour window from their last message);
- every message in and out, with Sent, Delivered or Read for yours. Files the founder sent open with Open once the malware scan passes.
The deal owner and anyone who wrote a follow-up on the deal hear about new replies (Settings → Notifications → WhatsApp replies).
Write a follow-up
- Click Write a follow-up.
- Under Questions the AI already wrote for this deal, tick any you want: the thesis screen's missing information, the deck analysis's investor questions and the research brief's open questions. Each one is added to your message.
- Edit the message until it reads the way your fund speaks. Keep it to a few short questions; founders read it on a phone. "Reply here with your answers. Reply STOP to stop messages." is added at the end.
- Click Save for approval. Partners and admins hear that it's waiting (Settings → Notifications → WhatsApp follow-ups to approve).
If you can approve, click Approve and send instead.
Approve and send
Partners with approvals on and admins see Approve and send on each waiting follow-up, plus Edit and Discard.
| Founder's chat | What goes out |
|---|---|
| Open (they wrote in the last 24 hours) | Your questions, as written |
| Closed | WhatsApp's approved invitation: "Hello from your fund. The team has a few follow-up questions about the company. Reply to this message to see them, or reply STOP to stop messages." The follow-up shows Invited to reply, and your questions go out the moment the founder replies |
If WhatsApp doesn't accept a message, the follow-up shows Not sent with the reason, and Try again.
When nothing is sent
- The founder replied STOP. Nothing goes to them on WhatsApp until they reply START. Ask by email with a founder request.
- The deal is Passed or Closed. Only the decision message goes to the founder. Follow-ups waiting for approval or for a reply are discarded when the deal is decided. Reopen the deal to ask again.
- The founder never wrote to you on WhatsApp. The tab only appears on deals with a WhatsApp conversation.
Who can do what
| Role | WhatsApp tab |
|---|---|
| Admin, Partner with approvals on | Read, write, approve and send, discard |
| Partner without approvals, Analyst who owns the deal | Read, write and save for approval, edit, discard |
| Analyst reading the inbound queue | Read only, until they take the deal |
| Committee member | No access |
| Delsivo support (with your permission) | Read only |
Frequently asked questions
Does the AI write the messages?
No. You can start from questions the AI already produced for the deal, but a person writes the message and a partner or admin approves it. Delsivo never sends a follow-up on its own.
Can I send a document request on WhatsApp?
Ask for it in your message; the founder can send a PDF in the chat, and it's scanned before anyone can open it. For a checklist of documents, use a founder request or the data room.
Are the messages kept?
Yes, on the deal, for a year. Every follow-up records who wrote it, who approved it and when it was sent.
Related: Take pitches on WhatsApp, Sending a founder request, Passing and revisiting.
Something unclear or missing? Tell us