Teams, organisations, and offices
Everything in the Venture Portal is scoped to a team:- Solo investors work in a personal team.
- Firms share one team: deals, views, theses, and dashboards are shared.
- Organisations with offices (e.g. a multi-site accelerator) get a two-level structure: the organisation owns the pipelines, theses, and properties; each office sees its own lens of the shared deal flow. Switch context with the team switcher (bottom of the sidebar).
When you log in, or switch teams, you land on that team’s default dashboard. Admins can set which dashboard is the default.
Roles
First steps for a new team
1
Invite your team
On the Team page, select Invite Member. Teammates join with shared access to the same pipeline.
2
Create a thesis
Head to Thesis and encode your mandate: every deal that arrives is scored against it automatically. See Thesis Builder.
3
Open an intake channel
Add companies manually, by deck upload, or set up an always-on channel (email, form, API). See Adding companies.