Dashboard
Fund overview and activity
Recent Deals
Recent Research
Deal Flow
Track deals from sourcing to close
Project Dump
Quick capture for interesting projects and ideas
| Project | Sector | Status | Source | Added |
|---|
Research Notes
Deep-dive analysis and due diligence
Templates
Research frameworks for stocks and crypto. Click "Use Template" to start a new report.
Reports
All research reports created from templates
Tasks
Track work across the team
Roadmap
Progress by milestone
Market Data
Live fundamentals for crypto and stocks
Settings
Connection and data management
Real-time Sync
Status: Connected
Your name:
Both users are synced in real-time via Firebase. Changes appear on the other screen within seconds.
Backup
Download a local JSON backup of all fund data.
API Keys
Crypto data works immediately via CoinGecko (no key needed).
Stock data requires a free key from Financial Modeling Prep (250 req/day).
Powers "Research with AI" in reports. Get a key at console.anthropic.com
Danger Zone
This deletes ALL data for BOTH users. Cannot be undone.