No time to prepare
Prepping one founder meeting means 30+ minutes of digging. In the field with multiple back-to-back meetings there’s rarely time to do it.
Private beta · AI workspace for VCs & angels
One AI workspace for the whole investment journey — from dealflow to portfolio follow-up.
Prep meetings in minutes, capture notes in the field, and keep your team aligned — without a separate CRM or scattered documents. One web workspace in your browser, on laptop or phone.
Sign-in is invite-only or access-code during beta. Questions: marcus@vcfieldassistant.com.
Where this fits
Where VC Field Assistant fits
The problem
VCs juggle endless dealflow — prep, notes, and follow-up rarely keep up.
Notes scattered everywhere
Meeting notes vary wildly in quality and end up buried in one colleague’s notebook — never to be found again.
Too much manual work
Collaborating with colleagues, asking founders questions, building a case step by step — information is scattered across notebooks and email threads.
How it works
Two connected phases: get to a decision, then keep every investment on track.
Phase 1 — Investment process
From first contact to a decision
Track
Every lead on one board, from first contact to invested or passed — configurable stages, deal owners, and filters so nothing stalls.
More about pipeline →Prep & capture
AI company briefs in about a minute — read in your browser or listen in the car. Record meetings in the browser on your laptop or phone; transcribed automatically with actions and decisions saved to the right company.
More about meetings →Analyze & decide
Grounded AI analyses turn sources into DD-ready material — company briefs, a living investment analysis, diligence questions, and a scorecard against your own criteria — plus the ownership and investment record once you commit.
More about analyses & DD →Phase 2 — After you invest
Keep every portfolio company on track
Follow-up
Portfolio health traffic lights, KPI tracking and founder-submitted financial reports, and scheduled LP reports — plus shared notes and structured Q&A with founders.
More about KPIs & reporting →Portfolio dashboard
Step back to your whole portfolio — overview, composition, and scheduled reports.
A configurable home dashboard shows portfolio health, pipeline, and fund financials at a glance. Composition charts reveal how your portfolio is shaped — then schedule updates for your team or LPs.
Portfolio overview
Collapsible dashboard sections for portfolio health, pipeline counts, and fund-level financials — with per-company drill-down when you need detail.
Portfolio composition
Live charts break your portfolio down by stage, sector, customer type, revenue model, and more — toggle invested-only vs. all companies.
Scheduled reports
Compose portfolio updates for your team or LPs, then schedule them monthly or quarterly. Review before send or run fully automatic — with an AI-written intro. Internal reports share the full picture; LP reports stay aggregate by default.
More about portfolio & reporting →Grounded by design
Every claim links back to a source — or reads insufficient data instead of fabricated text.
Not another chatbot. Briefs, analyses, and KPIs quote their sources verbatim — so you can trust what you read before the meeting.
Who it's for
Built for founders, angels, and active scouts
The investor gets better notes because the founder corrects them at the source. The founder gets faster, more accurate investor conversations because the investor always reads the founder's latest words — not a stale memory.
Founder
Free · one company
Read AI summaries of your own pitches, correct misunderstandings in-line, and answer investor questions async.
Angel / occasional investor
Pay-per-meeting credits
Record a meeting a few times per year, get a structured summary, and see what changed since last time.
VC / active scout
395 SEK / seat / month · ex VAT
Many companies, many meetings, team workflow, and pipeline review — with org-shared analyses and multi-fund management.
FAQ
Frequently asked questions
How do I share meeting notes with founders?
Record or upload a meeting, generate a structured summary, and share it through the same company workspace. Founders read notes, post corrections, and answer investor questions — optionally via magic-link access before full signup.
How is VC Field Assistant different from a CRM?
CRMs like Affinity and Attio track deals, contacts, and pipeline stages. VC Field Assistant tracks what the company actually said in meetings and documents — with verbatim citations — and turns that into a living executive summary per company.
How is it different from Notion or other note-taking apps?
Notion stores meeting notes as static documents. VC Field Assistant structures notes into a living company analysis, extracts KPIs, tracks what changed since last time, and lets founders correct the record in-line.
Does one investor's data leak into another's models?
No. Workspaces are isolated by design. Each investor's meetings, analyses, and company data stay in their own workspace — one investor's data never trains or informs another investor's models.
Pricing
Simple tiers for founders, angels, and teams
Founder Basic is free. Angels start free on Small. VC teams subscribe for full pipeline, seats, and multi-fund management.
Credit batches, trials, and full entitlements — see billing details on features.
Sign in (existing customers)
New to VC Field Assistant? Join the waitlist below or ask your firm for an access code or organization invite.
Notify me at launch
Private beta is invite-only. Leave your details and we will reach out when sign-up opens.
Questions: marcus@vcfieldassistant.com