Vc Yc Skill

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

1. Setup: Founder creates pitch page + deal room
2. Discovery: Investors discover opportunities
3. Engagement: Book time slots, request access
4. Due Diligence: Access deal room with controls
5. Matching: AI-powered recommendations (explainable)
6. Introduction: Dual-consent introductions between parties
7. 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

1. Founder submits pitch data
2. Upload media assets (logo, screenshots, videos)
3. Set fundraising goals and metrics
4. Configure privacy settings
5. Publish to marketplace (or keep private)

Set Up Deal Room

1. Create DealRoom for pitch
2. Upload due diligence documents
3. Configure access controls
4. Set up NDA workflow (optional)
5. Grant access to specific investors

Match Investor to Deal

1. Run AI matching algorithm
2. Generate explainable recommendations
3. Present matches to both parties
4. Track interest indicators
5. Facilitate introduction request

Manage Introduction

1. Founder requests introduction
2. Investor receives request + dual-consent
3. Both parties accept → introduction made
4. Track follow-up and status
5. Update deal room access as needed