VC/YC Fundraising Module
Core Features
Investor Profiles
- •Investment focus (stage, industry, geography)
- •Portfolio companies
- •Booking availability (time slots)
- •Investment criteria (min/max check size)
- •Contact preferences
Pitch Pages
- •Founder/company presentation
- •Company metrics and traction
- •Fundraising goals (amount, stage)
- •Team information
- •Product demo/media
- •Private data access controls
Deal Rooms
- •Private data room for due diligence
- •Watermarked document sharing
- •NDA signing workflow (optional)
- •Access audit logs
- •Document versioning
Workflows
Fundraising Process
- •Setup: Founder creates pitch page + deal room
- •Discovery: Investors discover opportunities
- •Engagement: Book time slots, request access
- •Due Diligence: Access deal room with controls
- •Matching: AI-powered recommendations (explainable)
- •Introduction: Dual-consent introductions between parties
- •Closing: Track deal status, updates
Investor Discovery
- •Browse pitch pages by filters
- •AI-recommended matches (explainable, opt-out)
- •Batch application for multiple opportunities
- •Saved searches and alerts
Founder Discovery
- •Browse investor profiles
- •View investment criteria
- •Book available time slots
- •Request introductions
Data Models
Investor
- •
InvestorProfile- Investor information - •
TimeSlot- Availability calendar - •
InvestmentCriteria- Focus areas
Fundraising
- •
PitchPage- Founder presentation - •
DealRoom- Private data room - •
DocumentAccess- Document access control - •
IntroductionRequest- Dual-consent requests
Access Controls
Deal Room Security
- •Role-based access (founder, investor, advisor)
- •Watermarked documents
- •NDA enforcement (optional)
- •Expiring access links
- •Audit trail for all downloads/views
Pitch Page Privacy
- •Public listing vs. private
- •Password-protected access
- •Investor whitelist
- •Visibility tiers
AI Matching
Explainable Recommendations
- •Clear matching rationale (industry, stage, geography)
- •"Why this match?" explanation
- •Opt-out of recommendations
- •Fine-tune matching parameters
Batch Operations
- •Investors can batch apply to multiple deals
- •Founders can batch send to multiple investors
- •Manage response rates
Common Tasks
Create Pitch Page
- •Founder submits pitch data
- •Upload media assets (logo, screenshots, videos)
- •Set fundraising goals and metrics
- •Configure privacy settings
- •Publish to marketplace (or keep private)
Set Up Deal Room
- •Create
DealRoomfor pitch - •Upload due diligence documents
- •Configure access controls
- •Set up NDA workflow (optional)
- •Grant access to specific investors
Match Investor to Deal
- •Run AI matching algorithm
- •Generate explainable recommendations
- •Present matches to both parties
- •Track interest indicators
- •Facilitate introduction request
Manage Introduction
- •Founder requests introduction
- •Investor receives request + dual-consent
- •Both parties accept → introduction made
- •Track follow-up and status
- •Update deal room access as needed