Venture capital operations
Make deal and portfolio status easy to follow.
We map the deal-administration and portfolio-support workflows around the systems your firm already uses, so a partner can see every open request and its owner without asking.
Investment selection, valuation, term decisions, follow-on allocation, fund management, legal terms, cap-table interpretation, investor commitments and capital raising stay with your authorised people and specialists.
What you keep asking
The questions that get answered by asking three people.
A founder update lands in three inboxes. One partner replies, one files it, one never sees it. Three weeks later the follow-on discussion starts from the wrong version, and the reporting request that came with it is still open in a thread nobody owns.
Did anyone reply to that founder?
The update landed in three inboxes. One partner answered, one filed it and one never saw it. The founder reads the firm by the silence.
What changes
Each update has one record, one owner and a visible reply status.
Which version of the update are we working from?
The follow-on discussion starts from a forwarded attachment, and the numbers in the room do not match the ones in the folder.
What changes
The record holds the current version and its date, so the room and the folder agree.
Who owns the reporting request?
Investor-reporting inputs are chased in a thread. When the thread goes quiet the request is still open, and nobody knows.
What changes
Requests are recorded with an owner and a due date, and the ones that stall are routed to someone named.
What did we decide, and when?
Decisions are made in meetings and remembered differently. The tasks they created are tracked somewhere else, if at all.
What changes
A dated decision record with the handoffs it created attached to it. The judgement stays yours; the trail no longer depends on memory.
What is underneath
Where portfolio status fragments.
Each question comes back to an absence, not a missing tool. There are six: no named source record, no held status, no written authority, no outstanding-items list, no agreed definitions, no exception route. These are the places they open up here.
- Deal intake
- Opportunities arrive through several channels and are recorded with different stage labels or no clear owner.
- Founder updates
- Requests, source documents and review status are spread across inboxes, folders and portfolio tools.
- Decision administration
- Material is assembled by hand because the agreed checklist and current owner are not visible in one place.
- Follow-on administration
- Tasks created by an investment decision are tracked apart from the record that says what happens next.
- Reporting requests
- Portfolio and investor-reporting inputs are chased without a consistent request, record or exception route.
Worked example
A portfolio request, step by step.
Worked example. The business, people and systems shown are fictional. The firm, companies, roles, decisions and systems are invented.
- 01Update or request recorded in the operating record
- 02Owner and required information named
- 03Routed to the authorised person or committee
- 04Decision recorded with a dated reference
- 05Handoff, document request or follow-up created
The operating layer
Keep the specialist systems that earn their place.
Commercial path. Free audit first, then a paid Blueprint, then only the deployment you agree. See how each layer is priced
What we configure
Your venture CRM, cap-table platform, document workspace and reporting tools stay the source for their specialist work. We give each founder update, decision and reporting request one record with an owner and a dated status, so the thread is never the system of record.
- which record governs each operating field;
- what may move between systems, when and how;
- what happens when the normal path fails.
What stays with your firm
The decisions ScalePass never makes
Investment selection, valuation, term decisions, follow-on allocation, fund management, legal terms, cap-table interpretation, investor commitments and capital raising remain with your authorised people and specialists. We do not claim cap-table, valuation or financial accuracy; we make the route to the person who does visible.
Start
Map one request that depends on chasing several people.
Describe where it enters, who owns the next action and where the decision is made, and you get a written read of where it stalls. Do not provide credentials or unnecessary founder, investor, financial or legal information.