Analyst Team
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1 Active Portfolio
$38.0M · —
Allocation
$38M
total value
Drift from Target
Total Risk
Performance Heatmap
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Briefings

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Topics
M
Morgan · CIO
Marcus · Jack · Sofia · Rafael · Priya · Thomas · Leila · Nina
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Portfolio Stress Test
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Investment Committee

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Contacts

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Mandate discovery
Let Morgan understand how you think
Eight questions about your horizon, drawdown tolerance, and income preference. Takes 4 minutes. Afterwards, every deal evaluation, rebalancing memo, and brief will be calibrated to what you've told us about yourself.
Annual capital plan

Set at the start of each year. Defines total deployable capital, return target, and how it gets allocated across asset buckets. The agent uses this to flag when a bucket is near capacity or when a deal's return profile is misaligned with the target.

Total deployable capital
Min Max
Annual deployment range across all investments.
Target aggregate return (annualized)
% to %
Blended target across all deployed capital.
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How return target shapes deal routing
The agent weights each bucket's expected return against its allocation. If your liquid book is carrying the target, illiquid venture deals get scored more conservatively. If the liquid book is underperforming, deals with higher return profiles get flagged for escalation.
Allocation buckets
Deal mandate

Filters applied to every individual inbound deal. Used by the intake agent to route and score against your stated focus areas.

Mandate notes
Free-form context the agent reads when scoring every deal.
Sectors of interest
Stage
Geography
Per-deal check size
Min Max
Exclusions
Principal profile
Your name (used in all drafts)
Your email
Deck inbox domain
Inbound DocSend access emails arrive at decks+{dealid}@this-domain. Add an MX record pointing here.
Voice training

The agent learns your writing style from these samples. The more you add — and the more deals you approve — the more it sounds like you. Minimum 3 to activate voice mode.

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Add a sample email
Paste a decline, follow-up, or intro you actually wrote. The agent learns your phrasing from these.
Tone:
✦ Alcott
CIO · live search · context-aware
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