Network and warm paths
Keep the introducers, co-investors, advisors and founders around your fund, who on the team knows them and how well, and see conversion by introducer.
Warm introductions convert far better than cold inbound, so it matters who brought each deal and who on the team can make the next ask. Network keeps that in one place.
People
Open Network in the side menu. The People tab lists everyone, with:
| Column | What it shows |
|---|---|
| Name | The person, their title and firm |
| Relationship | How they connect to your deals: Introducer, Co-investor, Founder, Advisor, Reference, LP, Portfolio contact |
| Known by | Teammates who know them, with dots for how well |
| Deals | How many of your deals they're linked to |
| Masked. Emails are stored encrypted |
Search by name, firm or tag, or filter by relationship.
Add a person
- Click Add person.
- Enter the Name, and if you have them the Firm or company, Title, Email, LinkedIn and Tags.
- Click Add person.
An email that's already in your network is refused, so the same person isn't added twice. Adding the email also matches future intake emails from them.
Who knows them
Open a person to see the side sheet.
- Who knows them lists warm paths. A direct path reads "Sam (Close) → Ana". A path through someone else reads "Sam → Cole (co-investor, Boatline) → Ana": Sam knows Cole, and Cole is on a deal with Ana.
- Team ties are your team's own relationships with the person. Choose the Teammate, how well they know them (Met, Know well or Close), and click Save tie. Saving again updates the strength.
- Deals lists how they connect to your deals. Choose a Deal and what they are (As), then click Link.
Direct ties rank above paths through someone else, and closer ties rank higher.
On a deal
On any deal, click the Network button beside the tabs. The sheet lists the deal's introducers, founders, co-investors and references, each with who on the team knows them. Search your network and your scouts, or add someone new, choose As, and click Link to the deal. Scouts show with a Scout label; picking one who isn't in your network yet adds them as a person (name and email from the scout) before linking, and the same scout is never added twice.
Converting an intake email can record its sender as the introducer for you. See Your intake mailbox.
Conversion by introducer
The Introducers tab shows, for each introducer: deals introduced, how many reached a first meeting (with the share), how many reached diligence, how many you invested in, and the date of the last intro. Use it in the partner meeting to see whose intros are worth a fast first call.
Who can do what
| Role | Network |
|---|---|
| Admin, Partner | See everyone and every deal link; add, edit, link and remove |
| Analyst | See everyone, and deal links only for the deals they own; add and link on deals they own; remove people they added |
| Committee member | No access |
| Delsivo support (with your permission) | Read only |
Frequently asked questions
Can someone outside the fund see our network?
No. Only your team sees it. Founders, co-investors and guests never see who introduced a deal or who knows whom.
What happens when I remove a person?
Their team ties and deal links are removed too, including their introducer credit. The deals themselves don't change.
Related: Export to another CRM, Pipeline reports.
Something unclear or missing? Tell us