Launch an institutional-grade VC fund in a day with no up front costs. 
Meet Start Fund
Previous Post
Next Post
1

Asked by

Community Member

on

in

Decile Hub User Guide

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?
1 See in Base
1

Answered by

Community Member

on

Hi , your existing Connectors pipeline/funnel would work perfect for this I'd say. 

Easily add folks to the list
We've got a great feature for importing in bulk via CSV, or you can add individually.

Easily share deals via email
Like all pipelines, you can create email templates to send repeatable info to different co-investors.

Share the list with our founders so they can request intros
You can also easily export the pipeline via CSV

Keep track of who we have co-invested with already & are close to
Keep track of what they invest in
There's no first-class field for this, but you can use features like custom data points or tags to track this.

Add them to our newsletter, etc.
Newsletters can target recipients via pipeline, stage or tags, so this should be totally doable too.

0

Answered by

Community Member

on

Thank you Woody! Could you add 2 new pipelines to our connector area? We would like to have it separate from the current connectors.
0

Answered by

Community Member

on

 You can do this self-service in Hub now actually! If you click "Add Funnel" in your navbar, you can select connector type. (Funnels is a rename for Pipelines, they mean the same thing, we're a bit between names)

Join VC Lab

VC Lab, the leading venture capital accelerator, empowers new and emerging managers worldwide to close ethical, high-performing funds in under six months. The program provides cutting-edge tools, expert mentorship, and a global network to raise more money in less time. Apply if you want to build a meaningful venture capital firm.

Apply Now
How do I start raising my first venture fund? What are the key considerations for becoming a Limited Partner?
How can I improve my emerging manager firm's deal flow? What strategies help attract institutional LPs?
How do I build a compelling investment thesis? What are best practices for portfolio management?
How can I differentiate my VC firm in a crowded market? What are the typical fund terms for emerging managers?