Fund Copilot
Ask about your deals, portfolio, past decisions, or market activity. The copilot helps connect firm records with outside market context.
Private markets operating system
Run the private markets workflow from sourcing to LP reporting.
TheInvestorNet connects deal rooms, portfolio oversight, fund administration, and relationship intelligence with an AI copilot tied to your fund's own memory and SEC-sourced market data. For VC, PE, corporate venture, angel networks, and family offices.
Venture capital firmsPrivate equity teamsCorporate venture groupsAngel networksFamily officesFund administrators
Fund Copilot
Ask about pipeline, portfolio, decisions, and market context.
Open the demo workspace to review the login screen for a seeded Meridian Ventures fund. Demo access is provided during a scheduled product walkthrough.
One system of work
Everything the deal touches, in one place.
A governed system of record for how opportunities are sourced, researched, decided, monitored, and reported.
AI Research Dossiers
Build diligence dossiers with company context, market data, competitors, risks, comparable exits, and partner-level diligence questions.
Deal Rooms
A workspace per opportunity with stage gates, IC decisions, diligence checklists, documents, a threaded Q&A board, notes, and a full activity trail.
Inbound Deal Capture
Forward a pitch to your deal address and it becomes an application with the deck attached, ready to triage and convert. Founder intake forms are included.
Portfolio Monitoring
KPI time series with growth rates, valuation marks, ownership, and founder-submitted metrics for portfolio reviews.
Capital & LP Reporting
Track commitments, drawdowns, NAV, MOIC, and capital calls, then generate quarterly LP reporting packages from the portfolio roll-up.
Co-Investment Network
Showcase deals to the network and participate in others with minimum tickets, commitments, and deadlines tracked in the workflow.
Relationship Intelligence
Connect Gmail + Calendar (read-only) and TheInvestorNet auto-builds your warm-intro graph: who has the strongest, most recent path to any founder or fund.
Security & Integrations
Roles and audit trails, encrypted integration tokens, Slack alerts and a /deal command, and an MCP server that exposes your fund's tools to any AI client.
AI that knows your fund
A copilot that works from your fund data.
Ask about your pipeline, portfolio, prior decisions, or market activity. Answers connect your records with outside market context.
- Works across firm records
- Searches your own memos and notes
- Adds market context
The deal, end to end
Every opportunity gets a dedicated Deal Room.
Move a company from first screen to investment committee with stages, IC decisions, a diligence checklist, documents, a threaded Q&A board, an AI dossier, and an IC memo.
- AI dossier from SEC + market data
- Threaded diligence Q&A
- IC memo drafted from the deal
Your network is the moat
See your warmest path to any founder.
Connect Gmail and Calendar read-only and TheInvestorNet builds your relationship graph, ranking who on your team has the strongest and most recent connection to a person or company. We use participants and subjects only, never message bodies, and you can disconnect anytime.
- Auto-captured from email + calendar
- Strength scored by recency & frequency
- Read-only, revocable, never sold
Capital you can prove
Commitments, NAV, and LP reporting in one place.
Track committed vs. drawn capital, deployed cost basis against current NAV and MOIC, and generate LP reporting packages from the portfolio roll-up.
- Fund NAV & MOIC
- LP commitments & drawdowns
- One-click LP reporting
Built for private capital
Workflows for front office, middle office, and back office teams.
Why teams trust it
Built for sensitive private-markets work.
Confidential documents, evolving diligence, investor records, and the rationale behind every decision, held in one auditable system for review and reporting.
Context-aware AI
AI answers, dossiers, and memos are tied to the records and market context your team reviews.
A system of record, not a CRM
Deals, capital, portfolio, LPs, and relationships in one governed store with full audit history.
Works the way deals arrive
Inbound pitch emails become applications, Slack gets the alert, and your inbox builds the warm-intro graph.
Ready for a cleaner operating record?