Your Home dashboard
Home shows what needs you, the pipeline against the period before, aging deals, this week's agenda and recent activity, each scoped to your seat and to the deals you can open.
Open Home on Monday before the partner meeting, or any morning, to see at a glance what's new, what's stuck, what needs your decision and what's on this week. Each part of the page loads on its own, so a slow part never holds up the rest.
At the top
The greeting shows today's date in your fund's time zone. Next to it are the quick actions you may use: Search (or press ⌘K, Ctrl K on Windows), Invite a founder (copies your application link while your portal is live) and Add a deal. If your fund is running low on AI credits, a notice sits just below.
While setup is unfinished, admins see a compact Get [fund name] ready card with the next step first. Once it's done it shrinks to a slim Setup complete line you can hide. See Setup guide and tour.
The numbers for the period
Choose 7 days, 30 days or Quarter (the last 90 days). The choice stays in the page address, so you can share the view. Each tile compares the period with the one just before it, and opens Deals filtered to what it counts.
| Tile | What it counts |
|---|---|
| New deals | Deals that arrived in the period, any source, with how many came from outside the fund |
| Moved to screening, Interview or first meeting, Moved to diligence, Sent to committee | Deals moved into that stage in the period, each deal once, with how many are there now |
| Decisions | Committee Invest decisions and passes in the period, each deal once |
| Median first reply | Median days from arrival to the team's first stage move, for deals from outside the fund that arrived in the period. Lower is better |
Inbound by source breaks the period's new deals down by how they came in: portal, referral links, scouts, the intake email address, WhatsApp, the fund directory, added by the team or imported. Click a source to open those deals.
Needs you
What is waiting on you, sorted for your seat. Tabs group it by kind and only appear when they have something in them: Approvals, Inbound, Committee, Reviews, Founder replies, Tasks and Aging. All shows the ten most urgent across kinds. Each row names the company, the reason and how long it has waited (or when it's due), and offers one action:
- Take it on new inbound with no owner makes you the owner. The row leaves at once. Admins and partners get Undo; an analyst can't hand a deal back, so asks a partner instead.
- Open shows the deal in the side sheet over Home, with the same triage keys as the Deals list. The panel icon next to other rows previews the deal the same way.
- Review and approve, Review and send, Vote, Record the decision and Review take you to the page that does the work. Nothing is approved, sent or decided from Home.
| Row | Who sees it | Action |
|---|---|---|
| Interview invitations waiting for your approval | Partners and admins with approvals on, for invitations a teammate drafted | The deal's Interview tab |
| Founder messages waiting for your approval (pass, not now, invest) | Partners and admins with approvals on, for messages a teammate wrote | The deal's Decision tab |
| Committee packets waiting for your vote, with the due date | Anyone assigned to review a packet | The packet |
| Committee packets ready for a decision | Partners and admins with approvals on: every reviewer has voted, or the due date has passed | The packet |
| New deals in the inbound queue | Analysts, when the fund has the inbound queue on | Take it |
| New deals with no owner yet | Partners and admins | Take it |
| Of your new deals waiting for a first look | Anyone who owns deals in New | Open |
| Deals with an interview ready for your review | Everyone on the deal team, until they rate it | The deal's Interview tab |
| Founder requests answered, ready to review | Everyone on the deal team, for deals they can open | The deal's Requests tab |
| Tasks due today or overdue | Everyone on the deal team | The deal's Tasks tab, or My tasks |
| Deals past their stage's days | Everyone on the deal team, for deals they can open | Open |
| New pitches in the intake inbox, by email and WhatsApp | Anyone who can add deals | Intake |
When a kind has more than eight rows, See all opens the full list. When nothing is waiting, Home says so.
Pipeline and aging
The pipeline snapshot shows how many deals sit in each stage now, from New to Terms, with the part of each bar past the stage's days in amber. Hover over or focus a stage for the detail; click it to open those deals. Below it are the period's decisions and the number of closed deals. The days per stage are set by an admin in Settings → Pipeline. See Stage reminders.
This week
The next seven days, grouped by day: meetings on deals (from calendar sync or a deal's Meetings panel), pitch sessions, committee meetings and packet vote deadlines, your tasks due, interview links that expire, revisit dates and, when your fund sends it, the day the partner meeting brief goes out. Each item opens its page.
Recent activity
The last 14 days on deals you can open: new deals and how they came in, stage moves and who made them, decks read, interviews finished, requests answered and committee decisions. Partners and admins who approve also see that a vote was submitted, never who voted or how. Admins can open the full Activity log from here.
By seat
- Analysts lead with the inbound queue and their own new deals, then tasks, answered requests and interviews to review. The numbers and the pipeline cover the deals they own, plus the queue when it's on.
- Partners and admins lead with approvals and committee packets, then unowned inbound and aging deals. The numbers cover every deal.
- Committee members see the packets waiting for their vote with due dates, committee meetings and pitch sessions they're invited to, and activity on their packets. No pipeline numbers.
- A support view shows the fund read only: no approvals, tasks or Take it.
How numbers are scoped
Every number and row uses the same rules as the page it opens. An analyst counts the deals they own, plus the inbound queue when it's on, so another analyst's deal never shows up in their counts or rows. When the fund turns the queue off, unowned deals leave analysts' Home too. A committee member counts only the packets assigned to them.
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