Activity log
See who did what in your fund, your team, founders on your portal and Delsivo, in Settings, Activity log. Filter by person, kind of action and dates. Admins only.
The activity log answers "who changed this, and when?" for your fund. It lists actions by your team, by founders on your portal, by Delsivo support, and by Delsivo itself (for example plan updates from the payment provider), newest first. It's kept for audit in a separate, protected log database, so it can't be edited from the app.
Open the activity log
Click Settings in the sidebar, then Activity log under Data. Only Admins can see it. Anyone else who opens it sees Only the owner can see the activity log, with a suggestion to ask an Admin.
Read the log
| Column | What it shows |
|---|---|
| When | Date and time, in your fund's time zone |
| Who | The person who did it. Delsivo support appears as [name] (Delsivo support), people who have left as [name] (no longer on the team), founders' own actions on your portal (sending an application, correcting a detail, answering a request) as The founder, and automatic actions as Delsivo |
| What | The action in plain words, for example Invited a team member or Changed the fund profile |
| About | What it was done to, such as a Deal, Task, Claim, Rubric or Request, linked to its page |
| Details | A few safe details, such as the role an invitation was for or which fields changed |
What's recorded
| Kind of action | Examples |
|---|---|
| Team and sign-in | Invited a team member, revoked or resent an invite, accepted an invite and joined the team, changed a team member's role, removed a team member |
| Settings | Changed the fund profile, changed the pipeline settings, changed their notification settings, finished or closed the setup guide, took or skipped the product tour |
| Privacy and support access | Data request opened or closed, gave Delsivo support read-only access, ended it, every page support viewed, any change by support that was blocked |
| Portal, forms and links | Published the portal or took it offline, published new portal branding, changed the portal address, created or turned off a referral link, published the application form |
| Tasks and notes | Added, changed, completed, cancelled or reopened a task; added, edited, deleted or restored a note (never the note's text) |
| Deals and decks | Added a deal, moved a deal to another stage, changed a deal's owner, set or cleared a revisit, exported deals, claims or the team report, decided on a possible duplicate, retried a deck analysis, sent an application, corrected a detail of their application |
| Rubrics and screening | Created, renamed, published, archived or restored a rubric, discarded a draft, made a rubric the default, ran a screening, overrode a screening criterion |
| Claims | Accepted or dismissed a claim, undid a review, edited a claim or undid the edit, changed a claim's label or owner, added a source, opened a verification task |
| Founder requests | Drafted, sent, revoked or deleted a request, extended its deadline, accepted an answer or asked for changes, sent a request back, opened a file a founder uploaded, answered a request; created, published or archived a request template |
| Interviews | Interview invitations, approvals and templates, as interviews arrive |
| Privacy and support access | Data request opened or closed, gave Delsivo support read-only access, ended it, every page support viewed, any change by support that was blocked |
| Plan and billing | Changed or cancelled the plan, a payment failed or was refunded, plan updated from the payment provider |
Founders' answers, the text of notes and tasks, and deck content are never in the log, only that something happened. Data room actions join the log when that feature arrives.
What's never recorded
The log never shows contact details of people outside your team or IP addresses, and never records document text, deck content or the text of notes. For fund profile changes it records which fields changed, not the old and new values.
Filter the log
Above the table:
- Person: Everyone, someone on your team, a former teammate, Delsivo support, or Delsivo (automatic).
- Kind of action: All actions, Team and sign-in, Settings, Portal, forms and links, Tasks and notes, Deals and decks, Rubrics and screening, Claims, Founder requests, Interviews, Privacy and support access or Plan and billing.
- Dates: pick a start and end day, in your fund's time zone.
Click Clear to remove every filter. If nothing matches, Nothing matches these filters offers Clear filters.
Click a column heading such as When to change the sort order. Large logs are split into pages, with page numbers at the bottom.
Support views in the log
When Delsivo support views your fund with your permission, the log shows when the view started and ended, each page opened, and any change that was blocked because support access is read only. The same list appears on Settings → Security under What support looked at. See Support access.
How long entries are kept
Activity entries are kept for at least 365 days (one year, the usual audit window), then deleted automatically by a daily job.
Exports
Deals and claims export as CSV from Reports → Export (see Pipeline reports and exports). Exports are filtered to what the person exporting may see: Admins and Partners get every deal, Analysts the deals they own plus unowned New and Screening deals when the inbound queue is on, and Committee members and Delsivo support can't export. Every export is recorded in this log as Exported deals or Exported claims, with the number of rows and whether it covered the whole fund or the person's own deals, never the content. Admins can also export the Team table from Reports → Export → Team, recorded as Exported the team report with the period and number of rows (see Team performance in Reports). Exports of assessments, request status and the activity log itself are planned.
Frequently asked questions
Can I export the activity log itself?
Not yet. If you need a copy for an audit, write to hello@delsivo.com and we'll send one.
Can anyone delete entries?
No. Nobody in your fund can edit or delete entries. They are removed only by the retention job after at least 365 days.
Why can't Partners see the log?
The log is an admin tool for checking changes to the fund and its team. Give someone the Admin role if they need it.
Something unclear or missing? Tell us