01
Intake
Start with the deals already coming to you.
Bring decks and referrals into an organized funnel. Keep the source, documents and next step with the deal.
For angel groups & investment teams
Run your deal flow.
Not after it.
Give every deal a place, every review its context and every decision a record. Manage the funnel with your team, with AI to help you look deeper.
For the group manager, the screening team and the individual investor.
Click to explore · Team pipeline · Fictional demo
- 01Screen
- 02Team review
- 03Decision
A promising fit. An open question.
The sample screen flags missing retention evidence. Move the deal into review—not an automatic investment decision.
The whole workflow
A pipeline tells you where a deal is.
The evidence tells you what to do next.
02
Screen
Put your thesis to work.
Use your own investment lens to surface fit and open questions. Decide which deals deserve a deeper look.
03
Review
Bring the room into the decision.
Gather member votes and expert perspectives alongside the evidence. Keep the team’s appetite distinct from its final decision.
04
Decide
Keep the reasoning, not just the result.
Record your decision, communicate with the founder and carry the working record into your private vault and portfolio.
Read the room. Keep the call.
Member voting captures interest across review rounds. It informs the decision; it doesn’t make it.
Your lens, not a generic ranking.
Screen against your investment thesis, then follow the supporting evidence and the open questions.
A private place for the work.
Keep documents, notes and meeting context in your deal vault. Share deliberately, with the right people.
A considered move, not a reset
Your next workspace.
Your existing deal flow.
Already using Dealum or a spreadsheet? Start by mapping your current pipeline—not by promising that every field transfers itself.
Explore plans for your teamAssisted migration
01
Map the process
Review your stages, tags and source data.
02
Prepare the import
Identify the deals, documents and history to bring across.
03
Reconcile before switching
Check what arrived and resolve gaps before making the new funnel your working home.
Migration scope depends on your export and document access. No automatic transfer or full feature parity is implied.
Work in the app. Or with your agent.
Your tools.
The same working context.
Connect an AI agent through MCP to work with KRTR’s deal workflows. The interface changes. Your permissions and your responsibility for the decision don’t.
Explore the agent toolsStart with the work in front of you