Investor Workbench
VC and PE research,
deal screening,
memo drafting, and monitoring
in one hub.
Build QL Intelligence prompts for thesis research,
private-company diligence, deal screens, memo drafting,
and saved firm memory.
Thesis Tracker
Live
Prompt handoff
Company Intel
Live
Private/public context
Deal Screen
VC + PE
Recommendation format
Memo Builder
4
Starter templates
Daily Brief
Ready
Prompt template
Firm Memory
QLI
Saved sessions
Save Thesis keeps the builder state. Ask QL Intelligence opens the research prompt for deeper work and session capture.
Execution Roadmap
Step 2 now adds authenticated thesis persistence and private-company watchlists. The deeper work adds scoring, exports, and monitoring automation.
Step 1 - Shipped
Workbench Shell
- VC and PE workflow templates
- Thesis/company prompt builder
- Memo and daily brief handoff
- Navigation discoverability
Step 2 - Shipped now
Persistence
- Saved investor theses
- Authenticated CRUD APIs
- Investor-specific entity tags
- Private-company watchlist
Step 3
Company Scoring
- VC and PE score modes
- Diligence gap checklist
- Public comp context
- Source timestamp trail
Step 4
Memo Exports
- Memo template picker
- PDF and Markdown export
- Source appendix
- Saved report creation
Step 5
Monitoring Loop
- Saved-thesis monitor
- Daily or weekly digest
- Company and comp alerts
- Brief archive
Packaging
Investor Plans
- Investor Pro seat
- Investor Team workspace
- Enterprise private memory
- CRM and data integrations
Daily Investor Brief Template
Generate a prompt for a personalized monitoring digest tied to the company, sector, and thesis fields.
Thesis changesNew evidence
Company newsFunding, product, people
Public compsMultiples and price action
Next actionsDiligence queue