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snapshot tier · investor match

VC Partner Snapshot

One partner, before a meeting, in 90 minutes.

Thesis, recent Form D activity, board interlocks, public statements, and warm-intro path if anchors are configured.

What you receive

  • 5 to 7 pages PDF, citation-anchored.
  • Confidence label on every material finding.
  • Fact vs inference, explicitly separated.
  • Audit trail of sources and timestamps.
Download sample report →

Who this is for

  • fundraising founder
  • GP relationship lead

Data sources used

SEC Form DForm ADVForm 4/5LinkedIn publicWeb

Specialist workers run against each source. Findings are reconciled by an evidence-merge pass. A QA pass confirms citation coverage and flags any fact-vs-inference drift before release.

Process

Five steps from order to delivery.

01
Order

Domain intake submitted. Subject named. Scope locked.

02
Intake

Entity resolved across registries. Uploads ingested.

03
Orchestrate

Specialist workers run in parallel against primary sources.

04
QA

Citation coverage, banned-language, and confidence gates run.

05
Deliver

Branded PDF lands in inbox with audit trail attached.

Confidence methodology

Every finding carries High, Medium, or Low confidence. High requires at least two independent primary sources. Inferences are labeled and hedged.

Delivery

PDF delivered to the email on the intake form. Audit trail attached as a separate file.

Revision policy

No revisions included at this tier. Re-order at a higher tier for revision rounds.

Intake

Tell us the subject.

All fields produce a structured envelope the orchestrator consumes directly. Stripe checkout opens after submit.

5
Named data sources for this brief.
Confidence labeling

Findings are labeled High / Medium / Low. Inferences are explicitly distinguished from facts.

Disclaimer presence

The renderer refuses to ship a PDF without this brief's required disclaimer block.

2 disclaimer blocks attached.