A venture fund's back office in one place

Narration12 lines

1. 0:01VC-OS opens on the fund dashboard: the figures a partner checks first, computed live from the records.
2. 0:08The navbar holds the whole back office of a fund: capital raising, the deal pipeline, the portfolio, legal and compliance, reporting and cash.
3. 0:27Then operations, documents, tasks, communication, dashboards, reports, business processes and settings. Each group opens its own pages.
4. 0:53Menus go deeper than two levels: Deal pipeline, then Investment committee, then IC meetings.
5. 1:00The same data can be shown in different ways. Deal opportunities are a Kanban board, and dragging a deal from Inbox to Screening changes its status.
6. 1:11Meetings and deadlines are a calendar: here, the team's week.
7. 1:23Business process rules are a list.
8. 1:29Partner integrations are cards.
9. 1:34And funds are a table. Each row opens the fund's own page.
10. 1:45Its tabs hold everything related to the fund: subscriptions, capital calls, investments and performance.
11. 2:00In the Communications tab every field of the table is a link.
12. 2:05Opening a message shows every record it is linked to, and each of those is a link too.

Narration9 lines

1. 0:01The funds table comes with predefined views: fundraising, harvest, investing and wound down. Each one is a saved filter over the same table.
2. 0:20Customize view builds a view of your own: a name, a colour and only the columns you need. Here, five of them.
3. 0:40Saved, it becomes a tab next to the predefined views.
4. 0:45Summary cards sit above the table. A new one adds up the called total and shows the average per row underneath.
5. 1:07The preview shows the card with real numbers before it is saved.
6. 1:19The cards count only what the view shows. Switch the view, and they recount at once.
7. 1:29Filters can be built in Customize view: committed total above one hundred and fifty million.
8. 1:47Or the quick way: the funnel on a column header. Only active funds.
9. 1:58Every filter in effect is listed by the search box, and one click clears them all.

Narration5 lines

1. 0:01Settings, Data shape: a map of everything the platform keeps, read from its live model.
2. 0:07The list on the left is every kind of record the platform tracks, grouped by area. It is a long list: the whole fund back office.
3. 0:21One of them, the deal opportunity: its fields and their types. Text, amounts, dates, statuses, scores and relations.
4. 0:28Above all, how records connect: everything a deal opportunity belongs to, and everything that belongs to it.
5. 0:37A limited partner has connections of its own, to the funds and records it takes part in.

Narration6 lines

1. 0:01Every value knows where it came from. A value with a known source carries a small badge in the table.
2. 0:09Northwind Capital II: hovering a badge shows the source of its status, and of its committed total.
3. 0:16For Genesis Ventures Fund I, the status badge opens the field's history in a side panel: every change, who or what made it, and how confident the extraction was.
4. 0:28Open source goes to the document the value was read from, right at the passage.
5. 0:35Highlights in the text and cards on the side point at each other. A highlight shows its card.
6. 0:45And a card scrolls the document to its passage.

Narration7 lines

1. 0:01A side letter that no one has processed yet. Its plain text first.
2. 0:21Extract data: AI reads the document and pulls out its terms and every party it names.
3. 0:40Each extracted value is highlighted in the text and has a card on the side. Click either one, and the other follows.
4. 1:06The parties. Blue cards are records the database already has. Grey cards name records that do not exist yet.
5. 1:15The reviewer decides: create the missing contacts, and link the fund to the one the database already has.
6. 1:31Approve and save: the document is stored, the missing records are created, and everything is linked.
7. 1:40The grey cards are links now, and each one opens its record.

Narration7 lines

1. 0:01Global search covers every record in the platform. A typo, genezis one, still finds Genesis Ventures Fund I and ranks it first.
2. 0:10The same name typed in Cyrillic is ranked first again, because the search matches meaning as well as letters.
3. 0:20Each result is a link. One click opens the fund.
4. 0:25Search also finds the application's own pages. IC meetings comes up as a page three levels deep in the menu, next to the meetings themselves.
5. 0:35A misspelled business processes still lands on the right page.
6. 0:43Bulgarian works too: the Bulgarian word for reports finds the reports pages.
7. 0:53And it searches by meaning. Where are my deals points to the deal pipeline, and one click opens the page.

Narration12 lines

1. 0:01The AI assistant is docked on every page, beside what you are working on. A fresh conversation.
2. 0:08The assistant answers questions about the data in plain words. Paid in against what each stake is worth now, by company, comes back as a table and a chart.
3. 0:47Where do we lose deals along the way? It reads the pipeline and draws the funnel.
4. 1:16Every company plotted, to show how the portfolio is spread.
5. 1:55And how the portfolio's value moved quarter by quarter: a line chart, with the figures beneath it.
6. 2:26Names in an answer are links. One opens the portfolio company it names.
7. 2:34Records can go straight into a question. In a new conversation, any row of a table can be dragged into the message.
8. 2:52The title of a record's page drags in the same way.
9. 3:06Each tag is a real record. The assistant reads both funds and compares them: how much each has called and returned, and which one is further along.
10. 3:23Cards on the deal board can be dragged as well.
11. 3:41Typing a hash sign opens global search inside the message. Pick a result, and it becomes a tag.
12. 3:50The assistant knows what is behind each tag: the stage of each deal, its screening score and what is still missing before the investment committee.

Narration11 lines

1. 0:01The main dashboard is split into sections. It has two: Fund overview and Portfolio analytics.
2. 0:11Charts are clickable: any part of a chart opens the records behind it.
3. 0:20And so are the numbers: a figure opens the records it adds up.
4. 0:26Each fund has a dashboard of its own.
5. 0:34New dashboards are generated from a brief in plain English. Portfolio health for the partners: health scores, companies at risk, runway, fair value, two charts and a table.
6. 0:54The AI chooses the data, the measures and the chart types, and checks every widget against the live data.
7. 1:20Generated. The preview shows the dashboard as it will look.
8. 1:32The new dashboard is now the third section of the main dashboard.
9. 1:50One more, for operations: capital calls called this year, outstanding and defaulted, by month and by status.
10. 2:11The AI chooses the data, the measures and the chart types, and checks every widget against the live data.
11. 2:23Generated. The preview shows the dashboard as it will look.

Narration9 lines

1. 0:01Reports are cards in a catalogue, and each one asks for its inputs. The AIFMD Annex Four filing takes a fund and a quarter.
2. 0:38The annual LP report takes the same fund and a whole year.
3. 1:17New reports can be written by AI from a brief. A portfolio runway watchlist for one fund: tiles, a chart, a table and a short paragraph on who needs attention.
4. 1:40The AI writes the report's inputs, its data script and its layout, tests it on the real data, and puts it live only when it runs.
5. 2:03It runs straight away, like any report in the catalogue.
6. 2:15A second one, for a quarter: how deals convert from the inbox to closed, and where they drop out.
7. 2:38The AI writes the report's inputs, its data script and its layout, tests it on the real data, and puts it live only when it runs.
8. 3:20The overview lists every run so far: what is in progress, awaiting approval or already distributed.
9. 3:27The library keeps every run. An earlier one opens exactly as it was produced, waiting for a second person to approve it.

Narration9 lines

1. 0:01Business processes are rules built from blocks: when something happens, check the conditions, then act. This is the most complex one, inbound deal screening and triage.
2. 0:11On every new deal, AI reads the pitch deck and judges the fit with the thesis. On-thesis deals move to screening; for the rest it drafts a decline note, sent only after an analyst approves.
3. 0:26At the bottom, the whole rule reads back as plain English.
4. 0:34A new rule by hand, with drag and drop: when a capital call's status changes to defaulted.
5. 1:04Then notify the partners, and create a task for operations to chase the money.
6. 1:38Or describe the rule in plain English and let AI build it. IC approval: a majority of the partners approve, then the deal moves on and the analyst prepares the term sheet.
7. 2:05The rule arrives as blocks, ready to edit. Its plain-English reading at the bottom confirms what it will do.
8. 2:14A scheduled rule: three days after a capital call is due and still unpaid, notify the partners and chase the contributions.
9. 2:40The rule arrives as blocks, ready to edit. Its plain-English reading at the bottom confirms what it will do.

Narration12 lines

1. 0:01Settings, Partners: the marketplace of integrations. Every plugin is a separate application built with the platform's SDK, so outside developers can write their own and plug them in.
2. 0:12A plugin asks for exactly the data it needs. The mailbox plugin installs with one click and opens as its own application, in an iframe served from its own address.
3. 0:29Twilio brings SMS and calls. Its page asks for the fund's Twilio account; the credentials are blurred here.
4. 0:55Save and connect checks them, and sets up calls in the Twilio account by itself.
5. 1:04A plugin can add its own elements to the application. Twilio puts a phone in the header, and that is an iframe of the plugin too, not code of the platform.
6. 1:17And a plugin adds actions to records. Every contact with a phone now has Call in its menu, next to Message for SMS and e-mail.
7. 1:30Sarah Chen gets a new phone number.
8. 1:44Call: a real call goes out from the browser through the fund's Twilio account, and its progress stays on screen.
9. 1:52This is a real call: the phone on the other side is ringing right now.
10. 2:00On the other side the call is declined, and it ends here at once. Every finished call is recorded on the contact's timeline.
11. 2:10Plugins sign in to third parties in whatever way those require. DocuSign uses OAuth: the sign-in opens in DocuSign's own window, and the platform never sees the password.
12. 2:50Built with the SDK, every plugin talks to the platform only through its API and webhooks. The platform's own code stays untouched, and a plugin can be switched off at any time.