FinCoreby Gradien
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AI fund operating cockpit

Turn fragmented fund work into structured records and clear next actions.

FinCore processes emails, decks, notes, portfolio updates, documents, and tasks into linked deal, portfolio, relationship, and fund records, then prepares the work that needs your review.

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Built for solo GPs, emerging managers, and lean investment teams.

  • Founder email
  • Pitch deck
  • Meeting notes
  • Portfolio update
  • Financial model
  • Internal task
FinCore Action Inbox for Gradien Ventures Fund I: 26 pending items, a natural-language command bar, and proposed changes (create company Helios Grid, create deal Helios Grid Seed, create contact Elena Vasquez) awaiting Approve, Review, or Dismiss.

Action Inbox · nothing writes without your approval

Create company: Helios Grid is one of three proposed changes waiting on your review.

  1. 1

    A founder email and pitch deck arrive from Hearthstone Labs.

  2. 2

    FinCore proposes a new deal record for Helios Grid.

  3. 3

    A portfolio update arrives for Cindrbox.

  4. 4

    FinCore proposes an updated ARR figure for review.

  5. 5

    Meeting notes update the diligence context for Acme Analytics Seed.

  6. 6

    The Action Inbox receives three new review items.

  7. 7

    Approved changes update the fund's operating record.

  8. 8

    The highest-priority next action surfaces at the top of the inbox.

How FinCore works

FinCore turns incoming fund information into prepared operating work.

  1. Capture

    Bring in emails, decks, documents, notes, portfolio updates, and manual inputs.

  2. Structure

    Convert that information into linked deal, portfolio, relationship, document, metric, and task records.

  3. Prepare

    Draft summaries, memos, proposed updates, and next actions.

  4. Review

    Approve, edit, or reject material changes.

  5. Update

    Apply approved information to the relevant records and use it in the next workflow.

Daily operating cockpit

Start every day with the fund already organized.

FinCore brings together meaningful changes across deals, portfolio companies, relationships, documents, and tasks, then prioritizes the work that needs your attention.

Gradien Ventures Fund I
Ask FinCore about deals, compan…
Command ⌘K
What needs my attention today?

FinCore · read-only answer

  • The diligence follow-up call for Orbital Freight Series A is 2 days overdue.
  • Quanta Robotics has not sent a portfolio update in 61 days.
  • A proposed ARR update for Cindrbox is awaiting your review.
  • The Acme Analytics Seed memo draft is ready for review.
Action inbox 26 pending · nothing writes without approval
Active deals 5 New, Reviewing, First Meeting
Portfolio freshness 2 companies due for an update

Dealflow and diligence

Keep every deal moving from intake to decision.

FinCore connects founder communications, pitch materials, meetings, diligence, relationships, and next steps inside one maintained deal record.

  1. 1

    Intake

    A founder email and pitch deck arrive from Hearthstone Labs, an existing FinCore relationship, with basic round information already in the thread.

    Sourcepitch_deck

    Helios Grid, seed round: "Key points from Hearthstone Labs's pitch deck."

  2. 2

    Proposed record

    FinCore extracts company, founders, sector, geography, round type, raise amount, and a suggested next step, and holds the result as a proposal until it is reviewed.

    Create companyconf 86%
    Company
    Helios Grid
    Sector
    Climate
    Geography
    US
    Stage
    Seed
    Founded year
    Not found (left blank, never invented)
    Source
    pitch_deck
    Approve Edit Reject
  3. 3

    Pipeline

    Once approved, the deal enters the fund's configured pipeline with an owner, a priority, a next step, a due date, and its source materials still linked.

    FinCore Deals pipeline for Gradien Ventures Fund I: New (Acme Analytics Seed, Finchpay Series A), Reviewing (Orbital Freight Series A, Medvine Series A), and First Meeting (Skopos AI Seed), each with an owner, priority, and sector.

    Deals · default pipeline

  4. 4

    Deal detail

    Company overview, deal terms, founder relationships, source documents, the interaction timeline, the diligence checklist, open questions, tasks, and the next action live on one deal record.

    FinCore deal detail for Acme Analytics Seed: sector AI Infrastructure, geography US, round size USD 5.5M, target check $375k, valuation EUR 18.0M, ownership target 4.0%, source inbound, and an empty diligence checklist not yet started.

    Acme Analytics Seed · deal record

  5. 5

    Memo

    FinCore prepares an investment memo draft from approved information only, and flags what is still missing rather than filling the gap with a guess.

    Memo draftAcme Analytics Seed
    Sources used
    Founder email thread, pitch deck, first-meeting notes
    Missing information
    Diligence checklist not started
    Open questions
    Customer concentration, pricing model
    Recommendation
    Pending partner review

    FinCore drafts the memo. It does not recommend an investment or move the deal stage on its own.

Portfolio monitoring

Know which portfolio companies need attention before reporting begins.

FinCore processes portfolio updates, extracts company-specific metrics, identifies missing information, and prepares the follow-up work behind portfolio monitoring and fund reporting.

  1. 1

    Update received

    A Q2 investor update arrives for Cindrbox. FinCore matches it to the correct portfolio company, tags the reporting period, and keeps the source linked.

    FinCore Upload portfolio update dialog: paste an investor update by file or text, select the portfolio company, and extract metrics as proposed changes that require approval before they apply.

    Upload portfolio update

  2. 2

    Extraction

    FinCore extracts a coherent, company-appropriate set of metrics rather than forcing every company into the same KPI set. Low-confidence values are flagged for closer review.

    FinCore Cindrbox portfolio record: approved ARR $574k, plus an extracted metric awaiting review at 66% confidence with the warning 'Low-confidence extraction, review each value before applying.'

    Cindrbox · metric pending review

  3. 3

    Review

    Every proposed value shows what it would replace, its source, and a confidence score, so a low-confidence number gets corrected rather than applied as extracted.

    ARR · Cindrboxconf 66%
    Proposed value
    $1,840,000
    Previous approved value
    $574,000
    Period
    Q2 2026
    Source
    Cindrbox Q2 investor update
    Approve Edit Reject Open source
  4. 4

    Portfolio view

    After approval, metrics history and the portfolio table update. Companies overdue for an update surface a follow-up action; a founder ask becomes a task.

    FinCore Portfolio freshness board: 8 companies updated within 45 days, Farmlink and Quanta Robotics due soon with a Request update action, and zero companies missing or stale.

    Portfolio · freshness

    FinCore Portfolio metrics table across companies: each company tracks its own appropriate KPI set (ARR, burn, runway, net revenue retention, take rate, fleet utilization) rather than one KPI set forced on every company.

    Portfolio · metrics table

  5. 5

    Reporting preparation

    Approved portfolio information supports a portfolio summary and an internal fund update. FinCore prepares this material; it does not publish to LPs.

    Internal fund updateQ2 2026 draft

    Prepared from approved metrics across 10 portfolio companies, with Farmlink and Quanta Robotics flagged for a follow-up request before the update is finalized internally.

Action Inbox and control

FinCore prepares the work while the fund controls every material change.

Review extracted information, proposed record updates, memo drafts, stage changes, missing data, and recommended follow-ups before they affect the fund's operating record.

Create companyconf 86%
Company
Helios Grid
Sector
Climate
Geography
US
Stage
Seed
Founded year
Not found (left blank, never invented)
Source
Hearthstone Labs’s pitch deck
Approve Edit Reject
  1. 1

    Approved. Create contact: Elena Vasquez (confidence 90%) is approved as extracted.

  2. 2

    Edited. The Cindrbox ARR proposal (confidence 66%) is corrected from $1,840,000 to $612,000 before approval; the correction is recorded as the user's value, not FinCore's.

  3. 3

    Rejected. A proposal to move Skopos AI Seed to Reviewing is rejected because the follow-up meeting has not happened yet; the deal stays in First Meeting.

  4. 4

    The approved and edited values update the fund's operating record; the rejected proposal leaves it unchanged.

  5. 5

    Every decision, including who proposed, edited, and approved it, is written to the audit log.

Audit log · append-only

  • Approved · Create contact: Elena Vasquez (confidence 90%) 9:12 AM
  • Edited & approved · Cindrbox ARR: $1,840,000 → $612,000 9:14 AM
  • Rejected · Move Skopos AI Seed to Reviewing 9:15 AM

  • Sources remain attached

    Every extraction and draft can point back to the information that supported it.

  • Permissions remain enforced

    FinCore cannot access or change information beyond the initiating user's permissions.

  • Approvals remain visible

    Material updates preserve who proposed, reviewed, edited, and approved them.

Adaptation

FinCore adapts to the way your fund operates.

Configure pipeline stages, portfolio KPIs, diligence checklists, memo formats, task categories, and selected fields while preserving the structure required for reliable automation and reporting.

Customize the workflow while FinCore preserves the operating structure.

Settings · Customization

Pipeline stages

  • New stage 1
  • Reviewing stage 2
  • Partner Meeting renamed from First Meeting

Portfolio KPIs

  • ARR, Burn, Runway default
  • Fleet Utilization added for Voltway

Memo template

  • Seed memo (lean) selected for Acme Analytics Seed
  • Growth memo (standard) default

Portfolio-update timing

  • Due soon after 45 days changed from 60
  • Stale after 90 days default

Workflow labels, KPIs, and templates adapt to your fund. Core objects, permissions, approvals, and audit behavior stay structured so automation and reporting keep working.

Book a FinCore demo

See how FinCore would work across your fund.

Bring your deal, portfolio, and reporting workflows into a focused FinCore demo built around the operating work your team handles today.

Built for solo GPs, emerging managers, and lean investment teams.

Share the recurring work, tools, or information that make the workflow difficult to maintain.