Thesis
Your bar as a versioned spec — sectors, stages, geos, ticket, exclusions — that the brain screens and learns against.
Screen inbound against your thesis, find the startups and co-investors worth meeting, connect, manage the relationships, and keep each other updated. The agents prepare; you decide, sign, and move the money — every claim sourced.
01 — The people worth meeting
Matches reads the whole network and brings you a ranked list of members and co-investors worth knowing — each with a short, specific reason it picked them for you. Not a directory you have to search, and not a generic overlap. You open the card, see the “why,” and connect. The relationship compounds from there.
Members
Co-investors
Live for paid members, with a free teaser. The “why” is concrete and asymmetry-aware — “both back seed AI infra in Europe; you bring the US enterprise network they lack,” not “you both like technology.”
02 — Your trust graph
Your Circle is the trust graph of accepted connections — co-investors, founders, mutuals — held in one place instead of scattered across inboxes and group chats. Contacts open up once a connection is accepted. Invite anyone in with a single shared link or by email; an invite is itself the start of a connection.
See who you know in common, who can warm a path, and who in your Circle can help a company you care about.
03 — Sharing as a relationship act
From any deal you can invite co-investors to look with you — the people whose judgment you want in the room. And when a member of your Circle intros a company to you, it lands screened against your thesis, not as one more cold forward. Sharing here is a relationship move, with a record of who shared what.
Co-invest invites and company intros both flow through the graph — so a warm path stays warm, and every share is attributable.
04 — Where the skeptic looks
The brain reads, extracts, and scores — but the call is always yours, on the record. Every fact comes with where it came from and how confident it is. When an LP or a co-investor asks “why did we pass on X,” you pull the reasoning, the sources, the confidence — not a vibe. Agents prepare, surface, and coordinate. You decide, sign, and move money.
Sources and a confidence score on everything the brain claims; a full, reconstructable record of every decision and who made it.
05 — One surface of the relationship
The deal loop runs underneath the relationship. Your thesis is a versioned spec. Screen takes a fast, cheap first pass on every inbound — a thesis-match and a red-flag scan, one-line verdict and a score — so you review the exceptions, not the flood. What clears the bar goes to the diligence dimensions — Market, Team, Product and Tech, Traction, Risk and Legal, Valuation — each with sources and a confidence score. The memo is drafted for your read.
Forward decks straight in: a per-org email address drops inbound into intake, screened the day it lands.
versioned thesis · Screen · diligence dimensions · Investment Memo
06 — After the wire
Holdings tracked with health, MOIC, and stale-alerts when a position has gone quiet too long — plus a tearsheet that is current when a principal asks, and a who-can-help view that surfaces who in your network can move a portfolio company forward. The relationship does not end at the wire; this is how you tend it.
Portfolio · health · MOIC · who-can-help
07 — Your agents
On top of your orchestrator you hire the specialist agents you need — each with one job and one clear output. The orchestrator coordinates them, checks their work, and draws the conclusions. The relationship agents lead, with the deal loop underneath.
Your bar as a versioned spec — sectors, stages, geos, ticket, exclusions — that the brain screens and learns against.
Reads the whole network and ranks the members and co-investors worth meeting — each with a specific reason it picked them for you.
Maps and warms your network — who knows whom, and the warm path to anyone worth reaching.
Routes a deck into the right member's pipeline and brokers warm intros across the graph — every share attributable.
Brings the co-investors you trust into a deal and coordinates the look — the people whose judgment you want in the room.
Report once, push to everyone who needs it — portfolio health, the round, the ask, kept current across your network.
Surfaces the rooms worth being in and who to meet there — turning an event into connections that last.
Turns every inbound deck into a contact — extracts the founder and invites them into your network.
Captures inbound across email, web, and chat — parses decks, dedups, structures.
A fast thesis-match and red-flag gate on every inbound — a one-line verdict and a score.
Runs the diligence dimensions — market, team, product, traction, risk — each with sources and a confidence score.
Writes the memo, thesis-matched, sourced, and scored, ready for your read.
Reads a founder's deck and gives a fair read: what is strong, what is weak.
Tracks holdings with health and MOIC, flags positions gone quiet, and surfaces who can help each one.
Schedules meetings and keeps every thread warm and on time — drafted for your approval.
Prepares board materials and tracks the cadence and the asks.
Coordinates the mechanics of a deal. You sign; you move the money.
08 — The substrate
VNTR OS runs on a community that already moves capital — the relationships are real before the software touches them.
investors across the network
countries represented
local chapters
events a year