The Venture Native System of Work

See hidden deals others miss. Build conviction with speed and depth. Win with your network. Support your book. Raise the next fund.

Originalis
SEE BACKED FOUNDERS EXEC LAYER CO-INVESTORS IN NETWORK UPSTREAM OPEN MARKET PRIYA · 8.1 T. VOSS · 7.9 K. SATO · 6.6 LEILA · 7.2
PICK 6.2 8.4 IF APPROVED · 8.5 FIRST CONTACT MAY 24 TODAY
WIN ANA REYES → LEDGERMONT L. HADDAD MARCO T. R. CHEN RING CLOSED ✓
BUILD
Ironvale
+$24.6M
Silverpine
+$15.4M
Calder
+$14.4M
Fernwick Labs
+$7.6M
HARVEST
$312M of $500M · FUND IX
See.Pick.Win.Build.Harvest.
Taste at the edges.
THE DESK

Your most important work, complete.

NEEDS ACTIONMEANWHILESEAL THE DAY
3 DECIDED · 4 LOOPS KEPT
NEEDS ACTION · 1 OF 3
CONFIRMFOUNDER THREAD · SAT 7:12 PM
Is Harwick Robotics a deal?
WINDOW · BEFORE THE ROUND CLOSES · ~9 DAYS
Confirm · Harwick becomes a dealCONFIRMED ✓ · 7.8 · NEW ✦
PORTFOLIO
AlderwoodRUNWAY 11 MO
IronvaleNRR THRU 120%
CLOSED
THE WORK IS TENDED
Everything that needed you has had you.
3
decided
2
rings closed
1
deal confirmed
4
loops kept
✓Harwick Robotics confirmed · conviction and memo lanes opened
✓Ledgermont conviction moved 8.4 → 8.5 · your read, cited
✓Ledge Harbor consent sent · amendment logged to the record
SEE

See hidden deals others miss.

COVERAGESIGNALSMISSESYOUR THESES
6 CANDIDATES THIS WEEK
BACKED FOUNDERS EXEC LAYER CO-INVESTORS IN NETWORK UPSTREAM OPEN MARKET PRIYA · 8.1 LEILA · 7.2 T. VOSS · 7.9 N. OKORO · 6.9 K. SATO · 6.6 J. MERCER · 7.1
Priya RamanRan the Ironvale data-plane rebuild, bio says "building", 11 days8.1
Leila Haddad11 operator follows in six weeks, most this quarter7.2
BACKED FOUNDERS86%
EXEC LAYER64%
CO-INVESTORS71%
UPSTREAM18%
MISSED · Q22 DEALS
THE MISS LEDGER · LAST TWO QUARTERS
Bellhavenseen in the feed, never scored11 DAYS EARLY
Ossian IIscored 7.8, no bridge to the founderNO PATH
Harwickreached on time, now in the bookCAUGHT
COVERAGE GAP34%
A miss is a deal you could have seen. Ori keeps the count so coverage is a number, not a feeling.
PICK

Do the work, together.

MULTIPLAYER MEMOADD A SECTIONORI DRAFTS, YOU DECIDE
EVERY CHANGE HAS A NAME ON IT
THE MULTIPLAYER MEMO WITH ORI
DEAL SHAPE Team8.4 Market9.2 Traction6.4 Product9.1 Moat8.4
TEAM
8.4 8.2 → 8.4 · FOUNDER SESSION

Second-time founder. The ops hire closed this week.

MARKET
9.2 9.0 → 9.2 · PRICING CHANGE

The category pulled forward by the regulation.

TRACTION
6.4 6.1 → 6.4 · NDR CONFIRMED

The weak factor. The debate moves to the memo.

＋ ADD A SECTIONREGULATORY
Net dollar retention holds at 118 percent, and the expansion is concentrated in the accounts the founder sold herselfROWAN. IMANI · WORTH DIGGING
Churn in the long tail is priced into the plan. Staking exposure moved to its own section.ORI ROWAN · REAL PULL
ORI DRAFTS, YOU DECIDE · THIS MEMO
TRACTIONdrafted from 14 call notes and the NDR fileEDITED BY ROWAN
MARKETdrafted from the data room, 41 documentsACCEPTED
REGULATORYproposed by Ori, no section existedADDED
STAKING EXPOSUREmoved out of Traction into its own sectionACCEPTED
COMPETITIONdrafted, contradicted by a reference callREJECTED
Every draft carries its sources. Nothing enters the record until a partner accepts it, and the name on the change is kept.
PICK

Build your conviction with speed and depth.

CALLSREFERENCESDOCUMENTSTHE WHY
SCORE 8.4 → 8.5, CITED
LEDGERMONT  8.4
DEALS · CONVICTIONFIRST CONTACT MAY 24 · TODAY
8.50 8.25 8.00 IF APPROVED · 8.5 MAY 24 JUN 14 JUL 21 TODAY An anchor joined the round The dip traced to a pricing change
INVESTORJUN 16An anchor joined the round, terms held
CUSTOMERJUL 21Two calls traced the dip to a pricing change
REFERENCEAUG 8Second founder reference, ran the 2019 rebuild
you learned  ·  the market  ·  waiting on you
WIN

Your network is how you win.

PATHSBRIDGESTHE ASK, DRAFTED
ONE HOP BEYOND
REACH · YOUR ACCESS TO WIN
THE WHY THE BRIDGE THE TARGET NEXT UP THESIS MATCH MOMENT + PATH GEO WINDOW FOUNDER = DEAL MMarco T.portco board NNorthwindcarries two HHeliosthe bio line SS. Okonkwovp salesintro drafted LL. Marshbridgeask sent RR. Chenpilotviable path DD. Folepilot WATCHING · ROBOTICS FMS
THE ASK, DRAFTED · TO S. OKONKWO
THE PATHMarco T. sits on the Ironvale board with OkonkwoONE HOP
THE MOMENTHarwick opens its round in about nine days~9 DAYS
THE PROOFtwo portfolio references already writtenATTACHED
Marco, you sat on the Ironvale board with Sam Okonkwo. Harwick is raising in the next two weeks and Sam is the operator we would want beside this founder. Would you make the introduction? One line from you is enough, and I will take it from there.
Drafted from the graph, not from a template. You send it, edit it, or kill it.
BUILD

The whole book, worked.

THE BOOKVALUE DRIVERSSIMULATE
45 POSITIONS · 4 NEED YOU
PORTFOLIO · THE BOOK45 POSITIONS · 4 NEED YOU
Ironvale Silverpine Alderwood EnergyRUNWAY 11 MO Fernwick LabsRAISING CalderREF CALL Ledge HarborCONSENT THU OssianINTRO ASKED 38 more
need you  ·  raising  ·  trending  ·  steady
PORTFOLIO · THE VALUE DRIVERSFIVE PRODUCED 55% OF THE GAIN
1Ironvale
+$24.6M2.81x
2Silverpine
+$15.4M2.10x
3Calder
+$14.4M2.41x
4Ossian
+$13.8M3.71x
5Fernwick Labs
+$7.6M2.58x
$138.9M created above cost, against $266.0M carried. Ranked by what each position added, not by what it is worth.
PORTFOLIO · SIMULATENET TVPI & NET DPI · THE J-CURVE
3.0x 2.0x 1.0x TROUGH 0.86x ABOVE WATER 2029 3.49x NET TVPI 3.02-4.15x RANGE NET DPI 2019 2032
The green line is what the book is worth, with its range. The gold line is the cash that came back. Above water is the year the cash clears cost, and the objective flips the plan.
HARVEST

Raise your next fund.

FIND LPsTHE DDQYOUR DATA ROOMTHE MEMO
$312M OF $500M
$0M of $500M · FUND IX
FAMILY OFFICES $128M ENDOWMENTS $96M FUND OF FUNDS $88M CIRCLED $95M
THE RAISE · CLOSED AND COMMITTED, BY LP TYPE
LPs MATCHED212
DDQ ANSWERED84%
DATA ROOM READ1,140 FILES
MEMODRAFTED
THE DDQ · 312 QUESTIONS, ANSWERED FROM THE RECORD
TRACK RECORD100%
TEAM & PROCESS100%
PORTFOLIO CONSTRUCTION84%
REFERENCES62%
ESG & GOVERNANCE40%
Every answer cites the deal record it came from, so diligence is assembled rather than written.
FIND LPs · MATCHED TO THIS FUND
FIND LPs · MATCHED TO THIS FUND, NOT TO A LIST RE-UPS 64 WARM, ONE HOP 88 MANDATE FIT 44 COLD, NOT WORKED 16 196 WORTH A CONVERSATION SORTED BY WHETHER THEY CAN ACTUALLY WRITE INTO THIS STRATEGY, AND WHETHER ANYONE YOU KNOW CAN OPEN THE DOOR.
Sorted by whether they can write into this strategy, and whether anyone you know can open the door.
YOUR DATA ROOM · READ, NOT STORED
YOUR DATA ROOM · READ, NOT JUST STORED WHAT IS IN THERE 1,140 FILES 9 VINTAGES WHAT IT ANSWERS 263 DDQ QUESTIONS COVERED 41 CITED IN THE MEMO WHAT IS MISSING 6 GAPS AN LP WILL FIND REFERENCE SET · THIN FEE HISTORY · UNSIGNED THE ROOM IS READ THE WAY AN LP WOULD READ IT, AND THE GAPS COME BACK TO YOU FIRST.
The room is read the way an LP would read it, and the gaps come back to you first.
THE MEMO · ASSEMBLED, NOT WRITTEN
THE MEMO · ASSEMBLED FROM WHAT YOU ALREADY KEEP THE DEAL RECORDS THE BOOK, MARKED THE VALUE DRIVERS THE RAISE TO DATE Fund IX · The case, in your words Eleven sections, every claim traced to the record that supports it. Where the record is thin, the draft says so rather than reaching. DRAFTED · 41 CITATIONS · 2 FLAGGED THIN YOU HAVE BEEN WRITING THIS MEMO ALL FUND. ORI ONLY ASSEMBLES IT.
You have been writing this memo all fund. Ori only assembles it.
SECURITY AND TRUST

Proprietary knowledge stays proprietary.

Firm-tenanted

Your knowledge is isolated to your firm. Never pooled, never shared.

SOC 2 Type II

Independently audited and continuously monitored. Permission-aware by default.

Your data, yours

No training on your data. Full admin and governance control.

All of venture is an edge case.

Venture is the highest-entropy domain in private capital, and the only one that refuses to be systemized. That is not a flaw in the asset class. It is the nature of the work, and it is why we built a system of work instead of another tool.

Read the manifesto →
Built by practitioners of the craft of venture capital.
EVERY PRODUCT IS AI NATIVE NOW. ORIGINALIS IS VENTURE NATIVE.
See.Pick.Win.Build.Harvest.
Taste at the edges. Your advantage is your judgment.
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