The partner meeting brief
The brief shows what changed since last week, new deals, stage moves, decisions, overdue items and new evidence, with owners and next steps. Print it or get it weekly.
The weekly partner meeting is where each deal owner brings new deals, updates and asks. The Brief is built for it: one page with what changed, who owns each deal and what happens next. Click Brief in the sidebar.
Choose the window
Since sets how far back the brief looks: Last week (the default), Last two weeks or Last 30 days. The line next to it gives the dates in your fund's time zone, and whether you see every deal or only your own.
The five tiles at the top count each section. Click a tile to jump to it.
What's in the brief
| Section | What it lists |
|---|---|
| New deals | Deals that arrived in the window: source, owner, received date, stage now and the next step |
| Stage moves | Every stage change: from and to, who moved it and when, the reason if one was given, the owner and the next step |
| Decisions | Committee decisions (Invest, Invest with conditions, Pass, Revisit later), passes from the pipeline and deals closed |
| Overdue | Deals past their stage's days (see Stage reminders), overdue tasks and overdue data room checklist items, with who they're assigned to |
| New evidence | Deals whose claims gained new claims or sources, with how many sources contradict a claim and how many claims are disputed |
The next step is the deal's open task due soonest, with who it's assigned to and when it's due. No next step set means the deal has no open task: worth agreeing one in the meeting. Click any company to open the deal on the right tab.
Print it
Click Print. The sidebar, top bar and controls are left out, and each section prints in order, so you can hand it out or save it as a PDF from your browser's print dialog.
Get it by email every week
An Admin can turn on Weekly partner meeting brief by email in Settings → Pipeline, and choose the Day and the hour (From) in your fund's time zone. Partners and Admins then get one email a week with the counts from the last 7 days and a link to the brief. The email never names companies or includes deal details. It's off until an Admin turns it on, and each person can switch it off in Settings → Notifications.
Who sees what
Admins and Partners see every deal. Analysts see the deals they own, plus the inbound queue when it's on, so their brief is their own update for the meeting. Deals nobody owns count in Overdue like any other, marked No owner, past its days, so new inbound that waited too long comes up in the meeting. Committee members see the packets assigned to them in Committee instead.
Frequently asked questions
Why is a deal I discussed last week not in the brief?
The brief lists what changed. A deal with no new stage move, decision, overdue item or evidence in the window doesn't appear. Use Deals for the full pipeline.
Can I change what counts as overdue for a stage?
Yes. An Admin sets the days per stage in Settings → Pipeline.
Something unclear or missing? Tell us