# 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.

Source: https://delsivo.com/help/network-and-sourcing/network-and-warm-paths · Updated 2026-11-07

## Key takeaways

- Network lists the people around your fund, how each one connects to your deals, and who on the team knows them.
- Link people to a deal as introducer, co-investor, founder, advisor, reference, LP or portfolio contact.
- Record your own ties with a strength (Met, Know well, Close) so the team can see warm paths.
- Who knows them shows direct ties first, then paths through someone you know who shares a deal with the person.
- The Introducers tab shows how many of each introducer's deals reached a first meeting, diligence and an investment.

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 |
| **Email** | Masked. Emails are stored encrypted |

Search by name, firm or tag, or filter by relationship.

### Add a person

1. Click **Add person**.
2. Enter the **Name**, and if you have them the **Firm or company**, **Title**, **Email**, **LinkedIn** and **Tags**.
3. 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](/help/network-and-sourcing/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](/help/network-and-sourcing/export-to-another-crm), [Pipeline reports](/help/pipeline-and-committee/pipeline-reports).