Team and roles

Everyone who works in your fund on Delsivo has a role in that fund. The role decides what they can see and change. A person can belong to several funds with a different role in each, for example Admin in one fund and Analyst in another.

The Delsivo team creates your fund and invites its first Admin. From then on, the fund's Admins build the team.

The roles#

In short:

• Admin manages the fund: settings, portal and branding, team and roles, rubrics and billing. An Admin can do everything a Partner can. In a small fund, the managing partner is usually an Admin.
• Partner sees every deal, sends requests to founders and approves decisions.
• Analyst works the deals they own, drafts requests to founders for a Partner to send, and can't approve decisions. With the inbound queue on (the default), they also read new inbound nobody owns yet, while it's in New or Screening, and take the deals they will work.
• Committee member reads the committee packets assigned to them once packets arrive. They don't open deal pages, and from a deal they will only ever see accepted claims: never AI suggestions, tasks, notes or requests.
• Member (angel networks and syndicates only) is an individual angel or backer, not staff. They see the deals the network shares with members (the summary a person approved and the deal lead), pitch sessions, and their own interest and commitment. Never the deals list, notes, scores, rooms, committee or fund settings. Their Settings has only their own notifications and sign-in. See Deals shared with you and Fund types.

A title (General Partner, Venture Partner, Principal and so on) is what someone is called and never changes what they may do. A Partner with Approvals off sees and sponsors every deal but doesn't approve decisions or anything sent outside the fund. See Titles and approvals.

Planned: decision approvals and committee packets arrive in later releases. The rows marked planned describe how the roles will work once they ship. See Read a deal's fit report, Track and verify claims, Assignments, notes and tasks and Send a request to a founder for each feature's rules.

The Roles panel on the Team and roles page repeats what each role can do, so your team can check it without leaving Delsivo.

See your team#

Open Settings → Team and roles. The table lists everyone in the fund and every invitation that's still waiting:

• Person: photo or initials, name and email. You marks your own row and Suspended marks someone whose access is paused. Click a name to open their details. Invitations show the email, an Invited label and the date the link stops working.
• Title: what they are called. Admins click it to change it.
• Role: the person's role. Hover over it to see what the role can do.
• Approvals: for Partners, a switch: Approves or Sponsors only. Admins show Always; everyone else No.
• Since: when they joined, or when the invitation was sent.

Use Search name, email or role to find someone in a larger team. The line under the title shows how many seats are in use. Design partner pilots have no limit on seats.

Invite a teammate#

1. In Settings → Team and roles, click Invite teammate.
2. In the Invite teammate dialog, enter their Email address.
3. Choose a Role. Analyst is selected by default.
4. Click Send invite.

You see "Invite sent to [email] as [role]. The link works for 7 days." They get an email with the subject You're invited to [fund name] on Delsivo. See Accept your invite for what they do next.

Member is offered only in angel networks and syndicates; to use it, change the fund type in Settings → Profile first. Members are individual angels or backers, not staff.

• Inviting the same email again replaces the pending invitation. The old link stops working.
• "This person is already on your team." means they've already accepted.
• An invitation that expires disappears from the list. Invite them again if you still want them.
• If every seat on your plan is taken, the dialog says so, with Upgrade for more seats. Remove someone or revoke a pending invitation to free a seat.

Resend or revoke an invitation#

Open the actions menu (the three dots) at the end of the invitation's row:

• Resend invite sends a fresh link. You see "A fresh invite is on its way to [email]."
• Revoke invite stops the link in their email from working. You see "Invite revoked. The link in their email no longer works." Click Undo in that message if you revoked the wrong one: the same link works again.

Copy email copies the address, for every row.

Open someone's details#

Click a person's name, or choose View and edit in the actions menu (the three dots) at the end of their row. A panel opens on the right with their photo, role, title and About their role, and what they still hold: open deals they own, open tasks, claims and committee reviews they haven't submitted. Everyone on the team can open it; only Admins can change anything.

Edit someone's role, title, approvals and about#

In the person's details, an Admin can change:

• Role. What they may do. Their access changes from their next page, and they're told in the app and by email.
• Title. What they are called, such as Venture Partner. Pick a common title or type your own. It never changes what they may do.
• Approves decisions and outbound (Partners only). Off for venture and operating partners who sponsor deals but don't approve.
• About their role. One short line, up to 280 characters, such as the sectors and stages they cover. The person can edit it too, from Your profile.

Click Save changes. You can also change the role and title straight from the table: the Role column applies at once with Undo, and clicking a title opens a quick editor.

Making someone an Admin asks first: Make [name] an admin? Admins manage the fund profile, the team, the portal and billing, and can change or remove other Admins.

You can't change your own role or approvals: ask another Admin. A fund's only active Admin can't be made anything else; make someone else an Admin first.

Suspend someone's access#

Suspend when someone should stop using the fund for now but may come back, for example during leave, a dispute or while you check an unexpected sign-in.

1. Open the actions menu at the end of their row, or their details, and click Suspend access.
2. Confirm in Suspend [name]'s access to [fund name]?

From their next click they can't open the fund: pages, actions and links all answer as if the fund weren't there. They get no notifications from it, aren't offered when you assign deals, tasks or committee reviews, and aren't asked to approve anything. Their deals, tasks, notes and history stay exactly as they were, and their row shows Suspended. We email them to say their access is paused. Their Delsivo account and any other funds they belong to aren't affected.

To restore access, choose Reactivate in the row's menu or their details. They're back with the same role straight away, and we email them.

You can't suspend yourself or the fund's only active Admin.

Remove someone from the fund#

Remove someone who has left the fund for good.

1. Open the actions menu at the end of their row, or their details, and click Remove from fund.
2. In Remove [name] from [fund name]?, choose who takes over their open work: an active Admin or Partner, or Nobody: leave it unowned.
3. Click Remove from fund.

They lose access to this fund straight away and we email them. Their open deals (anything not closed or passed), open tasks, claims, and their seat on committee packets they haven't reviewed yet go to the person you chose, or are left unowned for someone to pick up. Closed and passed deals, finished tasks and reviews they already submitted keep their name. Their notes, decisions and the activity log keep their name too.

Removing can't be undone. To bring someone back, invite them again. If you only want to pause their access, suspend them instead.

You can't remove yourself or the fund's only active Admin.

What gets recorded#

Invitations sent, resent, revoked and restored, role changes, edits, suspensions, reactivations, removals (with how much work was handed over) and accepted invitations all appear in the activity log, with who did it and when. The log never shows the text of About their role or anyone's email address. Team members can also choose to be told about team changes in Notifications.

Frequently asked questions#

Can a Partner or Analyst invite people?#

No. Everyone can see the team and open a person's details, but only Admins invite, edit, suspend and remove people.

Can a fund have more than one Admin?#

Yes. Make a teammate an Admin from the Role column, or invite them as an Admin. Two Admins means someone can always manage the team when the other is away.

Someone left our fund. What should I do?#

Remove them in Settings → Team and roles on the day they leave and hand their open deals and tasks to the partner taking over. Their access ends at once. If they were an Admin, another Admin removes them; if they were the only Admin, make someone else an Admin first.

Should I suspend or remove?#

Suspend when they may come back or you're not sure yet: nothing moves, and Reactivate restores everything. Remove when they've left: their open work goes to someone else.

Can a suspended person still see other funds?#

Yes. Suspending pauses access to your fund only. Their Delsivo account and other funds they belong to keep working.

Can a Member see our pipeline?#

No. Members see only the deals your team shares with members, with the summary a person approved. Any other address in the fund answers "not found" for them.

What about outside experts and data room guests?#

Guest experts and data room guests are planned. They will get access to specific deals or folders only, without joining the team.