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Delsivo
How it works

From a founder's application to your decision, in one record

Seven steps in one deal record: apply, deck, thesis fit, interview, claims, requests and room, then a decision your team makes and records.

  • Intake, deck, fit, claims Pilot
  • Live interviews and rooms First release
  • Committee Later
Walk through the steps

Step 1 of 7

Apply

Pilot

The founder, on your portal

Opens your branded portal from your website, a referral link or an email. Signs in with one Delsivo account, fills the application, uploads a PDF deck, can save and come back, and gets a receipt.

Your team, in the workspace

A new deal appears with its source: public link, referral or analyst-created. Retrying a submit never creates a second deal, and possible duplicates are suggested for an analyst to confirm.

Step 2 of 7

Deck

Pilot

The founder, on your portal

Sees the key facts read from the deck and can correct any of them. Never sees scores or internal notes.

Your team, in the workspace

Extracted facts and claims, each linked to its slide. Slides that couldn't be read are flagged, not guessed. A founder correction shows next to the original.

Step 3 of 7

Thesis fit

Pilot

The founder, on your portal

Nothing changes on the founder's side. A missing value may come back later as a question.

Your team, in the workspace

A fit report against your published rubric: each criterion as Met, Mismatch or Unknown, with the rule, the value, the source and the reasoning. Fit, evidence quality and readiness are shown separately.

Step 4 of 7

Interview

First release

The founder, on your portal

Joins a live call on your portal: shares the screen with the camera on and pitches for about five minutes, then answers the AI interviewer's questions out loud. The call ends at the length you set, 15 to 20 minutes. A text interview is always available.

Your team, in the workspace

The recording with a bookmark for the pitch and each question, a timestamped transcript, and an assessment per criterion that cites what was said. Accent, fluency, appearance and polish are never assessed. Analysts accept, change or reject each point.

Step 5 of 7

Claims

Pilot

The founder, on your portal

Nothing to do unless a request follows. Earlier statements are never overwritten.

Your team, in the workspace

Every material claim with its definition, period, units and sources, labelled founder reported, corroborated, disputed or unresolved. When two sources disagree, both are kept and a verification task is created.

Step 6 of 7

Requests and room

First release

The founder, on your portal

Sees what is outstanding, answers forms, uploads files into the right folder and gets reminders only for items still open.

Your team, in the workspace

Each request moves from Sent to Complete. Uploads are scanned before anyone opens them, versioned and filed in the room, and every view and download is logged.

Step 7 of 7

Decision

Pilot

The founder, on your portal

Hears from your team, in messages a person approved. Never sees the rationale or the ratings.

Your team, in the workspace

A person moves the deal, passes with a reason or takes it to committee. AI never changes a stage on its own, and every change is in the audit history.

Sample flow. Releases are labelled on each step; nothing here is generally available yet.

The seven steps

What happens at each step

Scroll through one deal. The mockups use a made-up fund, founder and company.

  1. 1

    Founder applies on your portal

    Pilot

    A branded application on your subdomain or your own domain, with save and resume, a receipt and a secure founder link.

  2. 2

    The deck is read

    Pilot

    Slide text and legible charts are extracted, company facts are pulled out with slide citations, and weak extraction is flagged.

  3. 3

    Thesis fit is checked

    Pilot

    Your hard rules and weighted preferences are applied. Each criterion shows the rule, the value found, the source and the reasoning. Unknowns stay unknown.

  4. 4

    The founder is interviewed

    First release

    A live AI interview: the founder shares their screen and pitches for about 5 minutes, then an AI interviewer asks your questions out loud, within the 15 to 20 minutes you set. Text is always an option.

  5. 5

    Claims are tracked

    Pilot

    Every material claim is kept with its definition, period, units and sources, labelled founder reported, corroborated, disputed or unresolved.

  6. 6

    Requests and data room

    Pilot

    Follow-up forms and file requests go to the founder through the portal. Uploads are scanned, versioned and filed in the room.

    Basic forms and scoped file requests are in the pilot. Conditional forms and full data rooms arrive in the first release.

  7. 7

    Your team decides

    Pilot

    Analysts and partners move the deal, pass with a reason or take it to committee. AI never changes a stage or writes to a founder on its own.

    Stage changes with reasons are in the pilot. The committee workflow (frozen packets, independent reviews) is planned for a later release.

Deal stages

Stages your team moves, states that run on their own

The stage says where a deal is in your process. Interviews, requests and room items each keep their own state, so a request can be outstanding while the deal sits in Screening.

  1. New
  2. Screening
  3. Interview
  4. First meeting
  5. Diligence
  6. Committee
  7. Terms
  8. Closed

Plus Passed and Revisit: Passed for deals you decline, with a reason, and Revisit for deals you want to look at again later.

Interview

  • Invited
  • Consented
  • Pitching
  • Questions
  • Completed
  • Ready
  • Expired

Founder request

  • Draft
  • Sent
  • In progress
  • Submitted
  • Changes requested
  • Complete
  • Expired

Room item

  • Requested
  • Uploaded
  • In review
  • Accepted
  • Changes requested

AI can suggest a next step. Only a person changes a stage, and a pass always records a reason.

AI and people

What AI suggests, and what people decide

AI does the reading and the first draft, always with a source. Every decision that affects a founder or the fund is made by a named person.

AI suggests, with a citation

  • Extracts deck facts and claims, each with a slide citation
  • Applies your rubric and explains each criterion with its source
  • Assesses interview answers against your criteria, with timestamped excerpts
  • Suggests claim updates, questions and research findings
  • Drafts follow-up questions, briefs and memos for a person to edit

People decide, with a reason

  • Every stage change, pass and investment decision
  • Every message and request sent to a founder
  • Accepting, editing or dismissing each AI suggestion
  • Overrides, always with a recorded reason
  • Which rubric version is published

AI suggestions look different from verified findings in every screen: lilac, with an “AI suggestion” label, until a person accepts them. A quote that can't be found in its source is dropped rather than shown.

One record

Every event in the deal record keeps its source

The record is what a partner reads before a meeting: who said what, where it came from, what was checked and who decided.

Kitepath · Deal recordEvery event, with its source
  1. PR
    Mon 09:14Priya Raman

    Applied on the Northwind portal and uploaded deck v1.

    apply.northwindseed.example
  2. Mon 09:19AI suggestion

    Extracted 6 facts and 2 claims. Slide 7 chart not legible.

    Deck v1
  3. Mon 09:20AI suggestion

    Fit report: 3 of 4 rules met, round size unknown.

    Core seed rubric v3
  4. SO
    Mon 11:02Sam Okafor

    Accepted the fit report and moved the deal to Screening.

    Stage: Screening
  5. ER
    Mon 11:05Elena RuizFirst release

    Approved the interview invitation to the founder.

  6. PR
    Wed 16:40Priya RamanFirst release

    Finished the live interview: pitch, then 6 questions.

    Interview
  7. Wed 16:52AI suggestionFirst release

    Suggested a claim update: 12 of 20 customers are unpaid pilots.

    07:42
  8. SO
    Thu 10:05Sam Okafor

    Marked the customer claim Disputed and sent a revenue request.

    Slide 4 · 07:42
  9. PR
    Fri 15:30Priya Raman

    Uploaded the revenue schedule to Financials.

    revenue.xlsx p. 2
  10. ER
    Mon 10:00Elena Ruiz

    Moved to First meeting. Reason: fit on every known rule, pilots convert in January.

    Stage: First meeting

Sample data. The fund, founder, company and numbers are made up.

Releases

What arrives when

Delsivo is at the design partner stage. Each part of the flow is labelled with the release it arrives in.

  1. Pilot
    • Branded portal on your subdomain
    • PDF deck analysis with slide citations
    • Thesis rubric and fit reports
    • Analyst queue and claim tracker
    • Basic forms and scoped file requests
    • Audit history
  2. First release
    • Live AI interviews (screen-share pitch, then AI questions) and text interviews
    • Versioned, conditional forms
    • Data rooms with guests, watermark and activity
    • Cited research and Ask This Deal
    • Call preparation
    • Custom domains and email from your domain
  3. Later
    • Committee memos, frozen packets and decisions
    • Intake mailbox, CRM import and export
    • Email and calendar sync
    • Scout links and conflict review
    • Thesis sandbox and partner briefs
    • Enterprise single sign-on and data residency
FAQ

Questions about the flow

All questions

Delsivo is an AI investment workspace for venture funds. Founders apply on the fund's branded portal, Delsivo analyses the deck with slide citations, checks it against the fund's thesis, runs a live AI founder interview, and keeps every claim, request, file and decision in one deal record.

Yes. Every fund gets a branded portal on its own subdomain, such as yourfund.delsivo.app. On the upgrade plan you can use your own domain, such as apply.yourfund.com, after a DNS ownership check. Your logo, colours and copy appear on every founder page and email.

Not at first. Delsivo covers intake, screening, interviews, evidence, requests and diligence for each deal. CRM import and export and email and calendar sync are planned for a later release, so it can sit beside the tools you already use.

No. AI extracts facts, applies your rubric, assesses interview answers and drafts questions, always with citations. People move every deal, pass with a reason, approve every message to a founder and can override any AI assessment with a recorded reason.

Both statements are kept and the claim is marked Disputed with both sources cited, and a verification task is created. For example, a deck that says 20 enterprise customers and an interview that clarifies 12 are unpaid pilots keeps both claims.

No. The seven steps are the full path, not a checklist. You can pass a deal straight after the fit report, skip the interview for a warm referral, or send a request before any interview. Interview, request and room states run on their own, separately from the deal's stage.

Branded intake on your subdomain, PDF deck analysis with slide citations, your thesis as a rubric, the analyst queue, the claim tracker, basic follow-up forms, scoped file requests and audit history. Interviews, data rooms and custom domains come in the first release, and the committee workflow later.
Design partner pilot

Run your next intake through one record

Design partner pilots start with deals you have already reviewed, so you can judge the extraction, the fit reports and the citations against what you know.

Talk to us