Titles and approvals
Give teammates titles such as General Partner or Venture Partner, and choose which partners approve decisions and anything sent outside the fund.
Funds call people many things: General Partner, Venture Partner, Principal, EIR. Delsivo keeps what people are called (their title) separate from what they may do (their role). A Venture Partner and a General Partner can both have the Partner role; the switch that tells them apart is Approvals.
Titles
The preset titles are General Partner, Managing Partner, Investing Partner, Venture Partner, Operating Partner, Principal, Associate, Analyst, EIR and Platform. Your fund type adds its usual titles at the top, for example Network Manager, Screening Committee and Deal Lead in an angel network, or Programme Director in an accelerator. See Fund types.
Set or change a title
- Open Settings → Team and roles.
- In the Title column, click the person's title, or Add title.
- Pick a title from the list, or type your own (up to 60 characters).
- Click Save. You see "[Name] is now shown as [title]." with Undo.
To remove a title, open it and click Clear title. Admins can set a title for anyone, including themselves and other Admins. Invitations get a title after the person joins.
Where titles show
- The team list in Settings → Team and roles
- The deal owner picker on a deal page
- The sponsor and drafter of an investment memo, and the people named in frozen committee packets
- Decision records and committee reviewer lists
Approvals
Every Partner sees every deal, works it, and can sponsor it into committee. With Approvals on, a Partner also approves decisions and anything sent outside the fund: requests and interviews to founders, data room guests, scouts and closing. Venture and operating partners often source and sponsor deals without approving, so turn their approvals off.
| Admin | Partner, approvals on | Partner, approvals off | Analyst | Committee member | |
|---|---|---|---|---|---|
| See and work every deal | Yes | Yes | Yes | Their deals | |
| Sponsor a deal into committee | Yes | Yes | Yes | ||
| Approve decisions and closing | Yes | Yes | |||
| Send to founders, guests and scouts | Yes | Yes | Save drafts | Save drafts |
Turn approvals off or on
- Open Settings → Team and roles.
- In the Approvals column, use the switch on the Partner's row. Approves means on; Sponsors only means off.
The change applies from their next page. You see "[Name] no longer approves decisions or outbound. They still see every deal and can sponsor into committee." with Undo.
Admins always approve and have no switch. Analysts, Committee members and Members never approve. You can't change your own approvals.
What gets recorded
Each title change (Changed a team member's title) and approvals change (Changed whether a partner approves decisions and outbound) appears in the activity log with the old and new value, who made it and when.
Frequently asked questions
Does giving an Analyst the title General Partner let them approve?
No. Titles never change access. To let someone approve, make them a Partner (with approvals on) or an Admin in the Role column.
Can a Partner with approvals off still vote in committee?
Committee votes follow the committee's own reviewer list. Approvals controls recording the decision and anything sent outside the fund.
Can I set a title when I invite someone?
Not yet. Set it once they have joined.
Something unclear or missing? Tell us