Venture Capital
Turn founder materials, company research, deal notes, and portfolio updates into structured screening briefs and investment committee drafts.
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Venture capital funds, investment teams, and portfolio support teams
From the first document to the final review.
OpenTeam organizes deal materials, prepares diligence questions, and drafts investment and portfolio review packs with links to the supplied sources.
Screen the opportunity
Summarize the pitch, business model, team, market claims, and supplied operating metrics.
Build the diligence questions
Compare claims across source materials and flag missing evidence, inconsistent figures, and assumptions.
Prepare the committee draft
Assemble a source-linked screening brief, diligence tracker, and draft investment memo.
Track portfolio follow-up
Summarize portfolio updates and draft follow-up questions for the investment team's review.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Deal screening brief
- Diligence question list
- Draft investment memo
- Portfolio update summary