Plan
Tailored investor interview plan
Creates a company-specific fundraising plan from a deep bank of investor questions, then opens with the Critical 20 so the team starts where diligence pressure is highest.
- Versioned question bank
- Profile-based activation
- Additive plan sync
- Critical 20 priority path
Answer
Three-layer answer workspace
Keeps every investor answer split into deck answer, supporting analysis, and diligence notes so polished narrative and raw backing stay connected.
- Deck-ready conclusion
- Assumptions and calculations
- Diligence notes
- Revision history
Prove
Atomic claims and exact citations
Promotes material statements into reviewable claims and binds each one to exact source excerpts, locators, confidence, freshness, and founder confirmation.
- Claim taxonomy
- Exact excerpt support
- Freshness and forecast labels
- Citation numbering
Collect
Evidence library
Organizes URLs, uploaded files, manual records, and question attachments while keeping real substantiation tied to claim-level citations.
- Private source storage
- URL and file records
- Question attachments
- Source download controls
Score
Readiness meters and 0-100 score
Shows fundraising preparation through transparent Coverage, Evidence, Consistency, and Review meters plus a category-weighted readiness score.
- Issue list
- Per-category calculation
- Raw-count breakdown
- Preparation-only disclaimer
Review
Founder and reviewer workflow
Surfaces unanswered questions, uncertain answers, unsupported claims, contradictions, stale evidence, unresolved comments, and missing documents.
- Review queue
- Open comments
- Investor read-only access
- Question assignments
Package
Pitch map and diligence checklist
Turns the same source of truth into a slide-by-slide pitch spine, evidence margins, gap lists, and a categorized diligence document checklist.
- Pitch map
- Evidence gaps
- Diligence categories
- Status tracking
Model
Fundraising model tools
Supports base, upside, and downside assumptions with formula-first metrics plus SAFE and note calculators for financing scenarios.
- Scenario assumptions
- Metric formulas
- SAFE calculator
- Note calculator
Describe
Your own product feature inventory
Captures what your company actually ships as a structured, editable list you write yourself — separate from the built-in question bank, and yours to add to at any time.
- Manual entry
- Grouped by theme
- Reorderable
- Editable and removable
AI
Optional AI review
Critiques answers, proposes follow-up questions, simulates investor personas, and scans contradictions while staying constrained to founder-provided text.
- Answer critique
- Follow-up questions
- Investor personas
- Contradiction scan
Export
Snapshot-based export system
Freezes immutable snapshots so every generated artifact represents the same revision and uses consistent citation numbering.
- PPTX
- DOCX
- FAQ
- Bibliography
- Ledger
- Missing-docs report
- CSV
- JSON backup
Connect
MCP and API-key access
Lets an AI assistant or external workflow read project context and write answers, statuses, claims, and diligence updates through scoped MCP tools.
- HTTP MCP endpoint
- Read/write tools
- Project-scoped keys
- Read-only caps
Govern
Workspace, roles, and security
Runs on custom session auth, workspace-scoped tenancy, role-based access, private object storage, audit events, and request validation.
- Owner/admin/editor/reviewer/viewer
- Tenant-scoped queries
- Private file bytes
- Zod validation