Key takeaways
- Call preparation is a first release feature. In the pilot, the fit report and claim tracker already show what is open.
- Every line in the brief cites its source: a slide, a timestamp, a form answer or a file.
- Suggested questions are marked as AI suggestions and an analyst keeps, edits or drops each one.
- What you learn in the meeting goes back on the record as claims or follow-up requests.
Planned feature: not in Delsivo yet, and details may change before it ships.
What a partner needs before a first meeting
A partner walking into a founder meeting rarely needs a summary of the deck. They have usually skimmed it. What they need is what the fund doesn't know yet: which claims are unchecked, which criteria are unknown, what the founder said in the interview that changed the picture, and what has been asked but not answered.
Without that, the first twenty minutes of a meeting repeat the deck, and the questions that would move the deal come too late or not at all.
What goes into the brief
| Section | Comes from | Sample line |
|---|---|---|
| Company facts | Deck extraction | Founded 2024, team of 7 (slide 2) |
| Open claims | Claim tracker | 20 enterprise customers, Disputed (slide 4, interview 07:42) |
| Unknown criteria | Fit report | Round size: not stated in the deck |
| What the founder said | Interview transcript | On pricing, at 06:40 |
| Outstanding requests | Request states | Revenue schedule: Sent, not yet submitted |
| Suggested questions | AI suggestion | How many of the 12 pilots have a paid conversion date? |
Sample lines are made up. Interview excerpts depend on interviews, which are also a first release feature.
How to prepare for founder meeting time in Delsivo
- 1The analyst opens the deal before the meeting, and Delsivo drafts the brief from the record.
- 2The analyst checks each line against its source, edits the suggested questions and drops the ones that don't help.
- 3The partner reads the brief, opening any slide or timestamp that matters.
- 4In the meeting, the partner works through the open items.
- 5Afterwards, the analyst records new claims with the analyst as source and sends follow-up requests for anything promised.
Before call preparation ships
In the pilot you can do most of this by hand. The fit report lists Unknown criteria with their questions, the claim tracker shows every claim with its label and source, and request states show what the founder hasn't sent. A partner who reads those three views before a call has the substance of the brief.
Cited research about the company and market, with dated web sources, also arrives in the first release and feeds the brief when it does.
Limits to know
- Email and calendar sync is planned for a later release, so meetings are scheduled in your own calendar.
- A partner brief summarising the whole pipeline each week is a separate feature, planned for later.
- The brief describes the evidence. It doesn't say whether to invest, and it gives no investment advice.