Decile Hub
149 PostsDecile Hub is the leading platform to grow and manage next generation venture capital firms. The platform of choice for over 500 VC firms
how can we use the decile limited partners? can we work directly with this funnel or do we need to copy the LPs into our own funnel?
I'm talking about the LPs in the Decile Research section. Is the idea for us to copy them into our own funnels or can we add infos and stages there?
When I delete a company from a pipeline, will it be also deleted in other pipelines?
When I try to delete a company from a pipeline a window pops up saying:
Delete organization?This will delete <company> and unlink all it's people. This is irreversible.
Will the company be deleted in other pipelines too?
which is the best way to mark a deal as "waiting for information from the startup"
I'm looking for best practices from you all. I'm pretty sure we can get away with it using a tag but I'm wondering what everyone else is using.
If you have been added to the Quantum Edge Decile Hub by the Managing Partner but have not received an access email or permissions, please check your spam or promotions folder for any missed messages. If nothing is found, it’s possible there is a delay or an issue with your user permissions.The best course of action is to contact Decile Hub support directly for assistance. You can do this by visiting Decile Hub Support. Provide your details and mention that you were added by the MP but have not received access. The support team can verify your status and help resolve the issue promptly.
If you have been added to the Quantum Edge Decile Hub by the Managing Partner but have not received an access email or permissions, please check your spam or promotions folder for any missed messages. If nothing is found, it’s possible there is a delay or an issue with your user permissions.
The best course of action is to contact Decile Hub support directly for assistance. You can do this by visiting Decile Hub Support. Provide your details and mention that you were added by the MP but have not received access. The support team can verify your status and help resolve the issue promptly.
I want to track co-investors in hub - what is the best way to do this?
I want to create a co-investor pipeline. These are things I want to do with it:
• Easily add folks to the list
• Easily share deals via email
• Share the list with our founders so they can request intros
• Keep track of who we have co-invested with already & are close to
• Keep track of what they invest in
• Add them to our newsletter, etc.
Would it make sense to track this in a new pipeline in "connectors"? Or did you see any other good solution for this?
If the pipeline in connectors would make the most sense, can you create the new pipeline for our fund?
Decile Hub Newsletter: Metrics
Hi, I'd like to better understand the newsletter email metrics - specifically open rates and click-through for links - is this something that Decile Hub tracks?
is it possible that if I click "send email" and then use a template that the deal jumps to the according stage?
I don't just want to move the deal to "pass" to trigger the generic automated message, that's why I use the template to edit it to explain my decision.
But after sending it, I need to manually move it to "pass".
Is there either a way to move the deal to the according stage connected to the template I edited after clicking send automatically OR a way to move it to a stage but still edit the message?
email ingestor
I have set up the following email address
pipeline-3bl+gastonbilder@reply.decilehubmail.com
to receive my forwarded emails but doesn't seem to be working. Is there any specific place where emails should arrive?
Best
How can I rate the responses submitted via an Investment Inquiry Form
I created an Investment Inquiry Form to capture 11 signals I need to rate and track. Is there a way to do this?
Is there a way to duplicate a funnel in Decile Hub? I'd like to use the same stages, actions, etc. for another funnel.
Our firm invests in deep tech and often get a lot of questions and requests for information/education. We have two newsletters that we publish. One for investors and a slimmed down version for "friends of . . . " our firm. I created a funnel for the investor newsletter. How can I duplicate that funnel (stages, actions, etc.) to use for the other newsletter without having to recreate it?
How can I delete a PACT from Hub?
We were reviewing a PACT for a potential top LP in the Decile Hub system when it auto-signed the document. We have now received a concerning email from the LP confused as to what happened. We need the PACT signature backed out of the system. Please let us know what we can do, or what can be done, but this is very urgent.
my name is shown in lower case. tony lew, instead of Tony Lew. How can I change this?
If i go to profile for me, under directory, it shows in capital letters. So I don't know where to update my name.
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Where do I find "Enable AI generative transformation”?
Where do I find "Enable AI generative transformation” feature?
Where is the pact url (also others) variable?
It looks like in the pipeline stages pertinent to Fundraising/LPs the email templates use variables like PACT url. I am not able to see or use the same ones for my newsletter. I explored System variables as well as User variables. Not sure if they have more context in which they can/can't be used.
Am I missing something?
Does Decile Hub have the ability to track inequally distributed LP request?
Since the amount of capital call is typically distribtued among the LPs based on their capital commitment to the fund. However, how do we handle request such as LP wants to pay more now and less later?
How can I add a tag to contacts in bulk?
I'm creating a firm newsletter and would like to tag all of our Fund I LP pipeline and the soft circled Fund II LPs. I'm able to add a "newsletter" tag to an individual contact, but am looking for a way to add it to multiple contacts or an entire pipeline?
Is income only measured as the income from LPs?
In the investment report on Decile Hub, there is "income" - are we only referring to LP derived income here?
I am having trouble with the BackOffice functions of Decile Hub-Potential User Settings Bug
Hi,
I am having trouble navigating the BackOffice functions of Decile Hub.
I am working on this assignment where I have an LP who has invested money and I need to generate an annual report, set up a capital call, and experiment with updating a valuation. For this assignment, I have added the capital from my LP who signed a PACT and is at the closing stage, but nothing is not showing up in the capital accounts tab, so I can't even generate an annual report. Does anyone have any insights or tips?
Thanks in advance
How does Decile Hub handle multi-currency transactions in financial reports?
How does Decile Hub handle multi-currency transactions in financial reports?
i want to pull in location using the chrome extension but i don't see the field
The Chrome extension has quit a few fields to pull in contact information, but it's missing Location. is there a way for a user to add location as a field to Chrome, or are these Chrome extension fields set internally?
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How can I edit a Deal Memo?
I would like to update a deal memo I already submitted. How can I edit it?
How do I edit a custom data point I've already added to prospects in the funnel?
How do I edit a custom data point I've already added to prospects in the funnel?
(As another aside, I added a drop down "Geo Group" with results like SoCal, NorCal, NorEast... so we could group people for traveling events. However I've now learned every new entry has the first option automatically applied (SoCal) rendering those results useless and my data bad. I now need to go in and add a 'None' option first so that new entries don't get added to SoCal...)
I'm surprised a result from the drop down is being automatically added, where all the other custom fields I applied are happy to be blank when a new entry is created. Bit of a bummer.
How do I view all the startups in my fund?
Is there a portfolio view for all the active startups in a fund?
I have added two prospects into the pipeline, they are both from the same organization. how do i convert them into an organization instead of independent lines?
I have two named prospects in my pipeline (Josh and Scott), they are both from the same organization.
I created the organization, and I linked them, but all three are still appearing in teh funnel as three separate entities: the two individuals and the organization.
How do I get them to appear as just the organization?
What is the total number of active users on the Decile Hub platform?
How many active users are using the Decile Hub platform, and how many of those are fund managers?
Is it possible to get a personalized url for the investment inquiry form? eg. 3BL/pitch_your_company
Currently, the link to the URL is being shown as: https://decilehub.com/submit_your_company
Adding Co-worker to decile base
how many co-worker can i add to Decile Base
what is the base URL the decilehub API
I am trying to create an agent workflow in n8n and need the base url for the api in order to pull information. What is the url? I can't seem to find it.
Edit the intake form
Is there a way to edit the intake form?
Would like to present the selection criteria as bullet points ...
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