# Setup guide and product tour

> The setup guide walks your fund's admin through the fund profile, the team, the thesis rubric and the founder portal. The tour follows a deal through the workspace, from intake to the committee.

Source: https://delsivo.com/help/getting-started/setup-guide-and-tour · Updated 2026-11-07

## Key takeaways

- The setup guide opens on its own the first time you open a fund, and you can close it at any point.
- Admins finish two required steps, the fund profile and inviting the team. The guide also covers the thesis rubric, the portal with your first deal, and optional extras, which never block Finish.
- Partners and Analysts get a shorter guide that shows where setup stands and what to look at each day. Committee members get a shorter one still.
- The tour follows a deal through your fund. What it shows depends on your role and your fund type, and it uses your fund's name for the committee.
- Reopen the guide or the tour any time from Help and setup at the bottom of the sidebar.

Delsivo helps each person get started in two ways: a **setup guide** that walks through what needs doing, and a **product tour** that points out each part of the workspace in the order a deal moves through your fund. Both are per person and per fund, so your progress in one fund doesn't affect another.

## When the guide opens

The guide opens by itself the first time you open a fund, unless you've finished or closed it before. For Admins, it keeps opening only until the fund is set up (the two required steps below). It never opens while Delsivo support is viewing your fund. Angel network and syndicate members don't get a guide or a tour.

You can close it at any point. To reopen it, click **Help and setup** at the bottom of the sidebar (or the question mark in the top bar on a phone), then **Setup guide**. On **Home**, **Open the setup guide** does the same.

## The guide for Admins

| Step | What you do | Required |
|---|---|---|
| **Welcome** | A short overview of what Delsivo does and what you'll set up | |
| **Fund profile** | Check your fund's name, how it decides (the fund type), time zone and currency, right in the guide. See [Your fund profile](/help/team-and-settings/fund-profile) | Yes |
| **Invite your team** | In **Settings → Team and roles**, press **Invite teammate**, enter their email and choose a role. See [Team and roles](/help/team-and-settings/team-and-roles) | Yes |
| **Write your thesis** | The hard rules (stage, sector, geography, round size) and preferences every new deal is screened against, in **Settings → Thesis and rubrics**. See [Build your thesis rubric](/help/thesis-and-screening/build-your-thesis-rubric) | |
| **Open your portal and get your first deal** | Publish your **Branding**, check your **Application form**, then turn on **Open for applications** in **Domains**. Then share your portal address, forward a pitch to your intake address or add a deal yourself. See [Publish your portal](/help/portal-and-branding/publish-your-portal) | |
| **Optional extras** | Your **Notifications**, your **Interview templates**, your **Pipeline** settings (stage reminders, revisits and the weekly partner brief email) and your **AI provider** (Delsivo's AI, or your fund's own key; see [AI settings](/help/team-and-settings/ai-settings)) | |

Each step shows where it stands, from what's in your fund:

| Step | Shows as done when |
|---|---|
| **Fund profile** | The fund has a name, a time zone and a currency |
| **Invite your team** | Someone else is on the team or has an invitation waiting |
| **Write your thesis** | A rubric that isn't archived has a published version. A saved draft shows **Draft saved** |
| **Open your portal and get your first deal** | Your portal is open for applications. A second line shows how many deals are in **Deals** |
| **Notifications** (in Optional extras) | You've changed at least one notification setting |

Interview templates, Pipeline settings and the AI provider have no done state: your fund starts with a 20-minute preliminary interview, default stage reminders and Delsivo's AI, so they're there to review when you're ready.

A progress bar shows how many required steps are done. Links in the guide take you to the exact screen and tuck the guide away, so you can do the step and come back with **Resume setup guide**. Working alone for now? Close the guide: the checklist on **Home** keeps track.

When both required steps are done, you see **Every required step is done. Finish to take a short tour of the app.** Click **Finish and take the tour**.

## The guide for Partners and Analysts

| Step | What it shows |
|---|---|
| **Welcome** | What Delsivo does and what your role does in it. Partners see every deal; with approvals on, they also approve decisions and anything sent to founders. Analysts work the deals assigned to them or shared with them |
| **Where setup stands** | How far your Admin has got: fund profile, team, thesis rubric, founder portal and the first deal. An admin sets these up, so there's nothing you need to do |
| **Your day to day** | Where to look each day. Partners: **Home and My tasks**, **Partner brief**, **Deals** and the committee. Analysts: **My tasks**, **Deals**, **Requests and data rooms** and **Partner brief** |

## The guide for Committee members

| Step | What it shows |
|---|---|
| **Welcome** | What Delsivo does, and that you review the committee packets assigned to you |
| **Your day to day** | The committee page, with the packets sent to you, and your **Notifications** for new packets and decisions |

Everyone but an Admin can finish their guide at any time. Finishing starts the tour.

## Moving through the guide

- **Get started** on the first step, then **Next** and **Back**.
- **Skip for now** closes the guide and keeps your place. On the last step it reads **Close for now** until the required steps are done.
- Your place is saved, so the guide reopens where you left it.

## The product tour

The tour highlights one part of the workspace at a time, in the order a deal moves through your fund. It opens each page as it goes. On a phone, where the sidebar is a menu, each card shows in the middle of the screen instead.

Your fund type changes the tour. The committee step uses your fund's name for it (for example **Investment committee**, **Screening committee** in an angel network, **Lead's review** in a syndicate or **Selection committee** in an accelerator), and the sections your fund type adds get their own step.

### Admins and Partners

1. **A quick tour of Delsivo**
2. **Home and My tasks**: your dashboard (what needs you, the pipeline numbers, this week and recent activity), then everything assigned to you across deals, overdue first.
3. **Partner brief**: what changed since last week for the partner meeting, with each deal's owner and next step.
4. **Intake**: pitches forwarded to your fund's intake address wait here until someone converts or ignores them. **Network** keeps the introducers and co-investors.
5. **Cohorts** (accelerators): application rounds, batch scoring with calibration and the cohort your selection committee picks.
6. **Deals**: your pipeline on a board or in a table, by stage, with owner and days in stage.
7. **Inside a deal**: what each tab is for: **Brief**, **Fit**, **Evidence** and **Claims** (every figure cited to its slide), **Research**, **Interview**, **Requests**, **Data room** and **Decision**, plus **Members** and **Syndicate** where your fund has them.
8. **Members** (angel networks and syndicates): your members or backers, their interest and soft commitments.
9. **Pitch sessions** (angel networks): pitch evenings with founders in order and interest after each pitch.
10. **Research**: briefs on a deal's market with dated sources.
11. **Requests and data rooms**: what you've asked founders for, and every open diligence item by workstream and owner.
12. **The committee**: frozen packets, independent reviews, conflicts and recorded decisions, worded for how your fund decides.
13. **Syndicates** (angel networks and syndicates): the SPV for each deal you back.
14. **Portfolio and reports**: the companies you invested in, and the numbers partners ask about.
15. **Settings**: each section of how your fund works. Partners see which sections only an admin can change.
16. **Notifications**: how you hear about tasks, requests, interviews, committee packets and decisions, stage reminders and the weekly partner brief.
17. **Help is always here**: where to reopen the guide, retake the tour, see keyboard shortcuts or open the Help Center. Press **⌘K** (**Ctrl K** on Windows) to jump anywhere.

Steps marked with a fund type only appear in funds of that type. A VC fund, corporate VC or family office sees 13 steps.

### Analysts

The same flow, from the seat of the person preparing deals: **Deals** shows the deals assigned to you or shared with you, **Requests** explains that you draft a request and a partner sends it, the committee step explains that you usually draft the memo on the deal's **Decision** tab, and **Portfolio and reports** cover the companies and deals you own. Analysts don't get the **Members** or **Cohorts** steps.

### Committee members

A short tour of the packets you review:

1. **A quick tour of Delsivo**
2. **The committee**: packets waiting for your review, then open packets and recent decisions. You see only the packets you were asked to review.
3. **Reviewing a packet**: a packet is frozen, so everyone reads the same version. Record your view before you see anyone else's, declare a conflict to recuse, and vote.
4. **Notifications**: how you hear about new and amended packets and decisions.
5. **Help is always here**

Use **Next** and **Back**, or the arrow keys. Press **Esc** to leave the tour at any point. To take it again, click **Help and setup**, then **Take the tour**.

## The checklist on Home

Admins see **Get [fund name] ready** at the top of **Home** while setup is unfinished: a compact card with a progress bar and the next step first, with **Start** (or **Continue**). **All steps** opens the full list. **Hide for now** tucks the card away for a week.

1. **Fill in your fund profile**
2. **Add your teammates**
3. **Publish your portal**
4. **Write your thesis rubric**, in **Settings → Thesis and rubrics**. See [Build your thesis rubric](/help/thesis-and-screening/build-your-thesis-rubric)
5. **Invite your first founder**

Each step ticks itself off from what's in your fund, so there is nothing to mark by hand. The setup guide reads the same information:

| Step | Done when |
|---|---|
| **Fill in your fund profile** | The fund has a name, a time zone and a currency |
| **Add your teammates** | Someone else has joined. An invite that's waiting shows the step as started |
| **Publish your portal** | Your portal is open for applications |
| **Write your thesis rubric** | A rubric that isn't archived has a published version. A saved draft shows the step as started, with **A draft is saved. Publish it to start screening deals.** |
| **Invite your first founder** | The first deal is in **Deals**, from your portal or added by your team |

Once all five steps are done, the card shrinks to a slim **Setup complete** line with **Hide**. Hidden stays hidden for you (each person chooses for themselves). The checklist is always one click away: **Help and setup**, then **Setup guide**.

Partners and analysts see a slim **Setup in progress** line while an admin finishes setup, and nothing once it's complete. Committee members don't see it.

## The Help and setup menu

**Help and setup** at the bottom of the sidebar has:

- **Setup guide**
- **Take the tour**
- **Keyboard shortcuts** (or press **?**)
- **Help Center**, which opens this site in a new tab

## Frequently asked questions

### I closed the guide by mistake. How do I get it back?
Click **Help and setup**, then **Setup guide**. It opens where you left it.

### Why is my tour shorter than a colleague's?
The tour shows only what your role can open. Committee members see the packets they review, and analysts don't get the Members or Cohorts steps. Your fund type adds or leaves out Members, Pitch sessions, Syndicates and Cohorts.

### Does finishing the guide change anything for my team?
No. The guide and tour are personal. Your progress is recorded in the activity log (finished or closed the guide, took or skipped the tour) so Admins can see how onboarding is going.

### Can Delsivo support see my guide?
No. The guide never opens during a support view, and support can't change your progress.