Equip the portfolio
Instead of sending another spreadsheet, give founders a workspace for research, CRM, documents, tasks and updates.
Founder tools are available to explorePortfolio support for investment teamsPrepare your portfolio.
Individual agreement · scope and pricing agreed together
Prepare your portfolio.
For the next round.
FounderAss gives your portfolio founders tools to prepare a round, organize investor conversations and share materials. Your fund agrees the access, onboarding and support for the whole cohort.
Manage your investor profileFor funds, accelerators & investor networksIndividual agreement · scope and pricing agreed together
What your fund is buying
A practical layer of portfolio support.
Give founders a repeatable way to prepare. Agree how your team reviews their work and helps them take the next step.
Make reviews more focused
Agree the information you need for an application or portfolio review: company context, pitch materials, progress and a specific request.
Team review setup is scoped togetherPrepare the next round
Help founders organize a shortlist, track conversations and prepare the materials your team needs to review an introduction.
Try the founder workflow belowKnow what is included before you buy. Founder tools are the starting point. The combined investor workspace shown below is a proposed workflow; its setup, availability and delivery are defined in your agreement.
Discuss your requirementsThe reason to put it in your portfolioUseful work from founders.
Useful work from founders.
A specific next step for your team.
Choose a recurring portfolio task. See what a founder prepares and how your team can use it.
Build the materials for the next raise.
Research relevant investors, keep the shortlist in a CRM and prepare the pitch and company facts in one workspace.
Investor researchFundraising CRMStartup factsPitch preparation
Try the founder’s viewInvestor shortlistStage, focus and geography checked
Pitch materialsCurrent deck and company facts
Support requestFeedback before introductions
The founder selects what to share.
Review the plan. Make a relevant introduction.
Use the founder’s shared shortlist and materials to discuss fit, challenge the story and decide where your network can help.
Check in the pilotCan the founder bring a researched shortlist and current materials to the review?
These are proposed workflows, not measured customer results.Explore all founder tools
What goes into the agreement
A defined scope for your organization.
Select your organization to see the proposed package. Seats, modules, rollout and support are agreed before you commit.
For venture funds
Equip a cohort of portfolio founders.
Agree founder access and the fund team’s workflow in one partnership. Start with the companies and preparation tasks that matter to your team.
Shape this partnership01
Founder tool access
Research, CRM, startup facts, pitch materials, updates, tasks and resources. Select the modules for your cohort.
02
Fund team access
Organization roles, application review and materials explicitly shared with your team.
03
Rollout and support
Agree participant onboarding, a team owner, support arrangements and a pilot review.
The final scope lists included modules, access roles, onboarding, support and commercial terms.
Explore a possible team workflow
Try both sides of the conversation.
Three sample companies. Switch roles, prepare an update and see the investor view. The combined portfolio is a concept to scope together.
Explore a possible partnership setup
A closer working relationship.
For your investment team
Your portfolio, in focus.
A sample of the context founders can choose to bring into a partnership.
Sample companies03
CompanyNext-round preparationSupport
Work from what founders choose to share. Each startup keeps its own workspace.
The useful next question
Where can our team help this founder move forward?
Founders keep control of their workThe materials you need.
The materials you need.
Shared by the founder.
Your fund can equip a company without opening its private workspace. The founder chooses the documents, updates and requests your team receives.
Explore documents & accessFounder chooses
Private workspace notesStay private
Investor sees2 selected materials
Investor updateProgress, context and next steps
A specific requestIntroductions, feedback or practical support
Try the selection. This is an illustration, not a live sharing action.
A conversation about your fundSee it with your team.
See it with your team.
Get a proposal for your fund.
Tell us who you support and what you want to improve. Your request gives our team the context for a focused demo and a conversation about terms.
Individual agreementScope, onboarding and price for your organization
- 01Your workflow first
Share your priorities: applications, portfolio support or preparation for the next round.
- 02A demo with a clear agenda
Walk through founder tools, team review and sharing permissions. Identify what needs configuration or further development.
- 03A proposal you can evaluate
Agree the companies, team access, modules, onboarding, support and commercial terms before you commit.
What if our team already uses a fund CRM?
This partnership equips portfolio founders to research investors, prepare materials and organize fundraising work. Your team reviews the work founders choose to share. Any connection to your existing systems or a combined portfolio view is scoped separately.
What determines the partnership price?
The founder cohort, team access, selected modules, onboarding and support define the proposed scope. The price and terms are agreed with your organization before a contract is accepted.
Is this a separate investor offer?
Yes. We agree the scope with your fund, accelerator or investor network: who will use it, which founder workflows matter, and what a pilot should prove. Investor terms are negotiated individually.
How does our organization get access?
Request a demo and leave your fund’s contact details. We discuss your priorities and agree the scope and commercial terms. Organization access is granted after authority and roles are reviewed; sending a request does not grant access to startup data.
What can founders in our portfolio use?
Their own workspace brings together investor research, CRM, startup facts, applications, documents, outreach preparation, tasks and resources. The modules, access and onboarding included in a partnership are agreed together.
Can our team see every founder workspace?
No. Organization membership does not open a startup’s private workspace. Your team sees only the applications and materials explicitly shared with your organization, subject to the relevant permissions.
What is agreed before launch?
The participating team and founders, selected workflows, access roles, pilot goals, onboarding, support and commercial terms. Email sending, calendar synchronization and AI depend on separate provider setup. A combined portfolio overview is a scope to discuss, not a promise of automatic access to startup data.