VentureSmith
VentureSmith is the startup investing solution of InvestWeave. It screens and evaluates each opportunity and runs each direct startup investment on one record, from first pitch to monthly MIS, against the fund mandate held as versioned rules. Agents read the decks, documents, MIS packs and filings and flag what matters; a named person decides, and every consequential action is recorded by name.
Capabilities
One record per company, before and after the cheque, with each role working in its own view.
Every deal logged once.
Pitches arriving by email, portal or WhatsApp are logged once and screened against the fund mandate as they arrive, so deals are not lost or logged twice.
Rules PASS or FAIL. Gaps requested.
Diligence runs the mandate as rules that PASS or FAIL, and each missing fact becomes a tracked request, with deck claims checked against public filings before the vote.
One room per company.
Documents live in one room per company, filed by stage, with access granted by folder and date, watermarked and logged, so diligence is fast and the audit trail is intact.
Lines recast. A person approves the values.
Monthly packs are requested by portal, email or WhatsApp, each line is recast into standard metrics linked to its source page, and a person approves the values.
Plan vs actual, burn, runway.
After the cheque, each company is tracked against plan, burn and runway and rated on track or at risk, with current value from several sources and flagged when they differ.
Read, check, flag, draft. A person decides.
Agents read decks, data-room documents, MIS packs, filings and transcripts, run red-flag rules and draft the next step; each has guardrails and a named approver.
How it works
Before the cheque, deals are logged, screened and gated and gaps are requested; after the cheque, MIS is collected, recast and approved, and each company is tracked against plan, burn and runway.
A discovery workshop maps priorities, systems and pain points, then a pilot runs one team on your own deals before rollout across entities and holdings.