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Delsivo
Integration · Not yet decided

Microsoft Outlook calendar sync and founder data

No Outlook connection exists today. If calendar sync supports it later, it reads only what you allow and follows your deal permissions.

How it works

Short answer: Outlook calendar sync does not exist in Delsivo and is not yet decided. Calendar sync is planned for a later release, and the providers it supports will be picked after design partner interviews. If Outlook is one of them, the same rules apply as everywhere else: read only what a person allows, store the least needed, follow deal permissions, and keep founder data under the fund's control.

Key takeaways

  • No Outlook connection exists today. Calendar sync as a whole is planned for a later release.
  • Whether Microsoft calendars are supported first is not yet decided.
  • A sync would store only the meeting details a deal needs, under your deal permissions.
  • Disconnecting would stop future sync without deleting history you were allowed to see.

Planned feature: not in Delsivo yet, and details may change before it ships.

Where Outlook calendar sync stands

Delsivo is being built with a small number of design partner funds. The PRD places email and calendar sync in its later phase, after the pilot and the first release. Funds that run on Microsoft 365 will reasonably ask whether Outlook is covered. The honest answer is that no provider has been chosen, and we'd rather ask design partners than guess.

What a calendar connection would read and store

Calendars hold far more than founder meetings: personal appointments, LP calls, portfolio board meetings. A connection that copied all of it into a deal workspace would be a privacy problem. The design principle is the opposite: take only what links a meeting to a deal.

Planned data handling for any calendar provider
DataPlanned handling
Events with no founder or deal contactIgnored, not stored
Matching eventsDate, time, title and attendee emails needed to link the deal
Event descriptions and attachmentsNot decided; the default would be not to copy them
Who can see a synced meetingOnly people with access to that deal
LogsConnection, disconnection and permission changes recorded in the audit log

Who owns the data from a synced meeting?

The fund. Founder data in Delsivo belongs to the fund as controller, and Delsivo processes it on the fund's behalf. A meeting linked to a deal would become part of that deal record, covered by the same retention settings and the same deletion rules. Deleting a deal removes its previews, indexes and derived copies, and a synced meeting would be no different.

Each team member would connect their own calendar. A partner's calendar would never be readable by an analyst just because both work at the fund.

How disconnecting would work

  1. 1A team member disconnects their calendar in their own settings.
  2. 2Delsivo stops reading new events at once.
  3. 3Meetings already linked to deals stay on those deals, so the record isn't rewritten.
  4. 4The disconnection is written to the audit log with who did it and when.

This follows the PRD's acceptance rule for every later integration: disconnect stops future sync without deleting authorized local history.

What to use in the meantime

  • Record meeting dates and notes on the deal itself.
  • Use founder call preparation in the first release to get a cited brief before each call.
  • Keep a single deal record so the deal audit trail shows what changed after each meeting.
FAQ

Questions about outlook calendar sync

Not today. Calendar sync is planned for a later release, and which providers it supports, including Microsoft calendars, is not yet decided.

The design is to ignore events that don't involve a founder or deal contact, and to store only the details needed to link a meeting to its deal.

No. Each person would connect their own calendar, and a synced meeting would be visible only to people with access to the deal it belongs to.

Tell us through the contact page. Calendar providers will be chosen from what design partner funds actually use.
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