One view of the whole portfolio
Every lead, every portfolio company, every KPI in one place. Health traffic lights, forecast vs actual, and scheduled LP reports — no more spreadsheets to reconcile.
For VC firms and angel investors
One process from lead to decision to follow-up.
Stop stitching together CRM, spreadsheets, notes, and personal AI prompts. Give your whole team one view of the portfolio, AI analysis with sources, and the same process for every deal.
Angel Small is free. Angel Standard and VC Team include a 30-day trial after sign-in. Questions: marcus@vcfieldassistant.com.
Why VC Field Assistant
Everything your firm knows. One place. One process.
AI analysis you can defend at IC
Company briefs, investment analyses, DD questions, and scorecards in minutes. Every key claim is cited to its source. No source? It says insufficient data — it does not guess.
One process for the whole firm
The same stages, templates, and criteria for every deal and every partner. Anyone can pick up where a colleague left off, and every decision is traceable.
Do it yourself vs VC Field Assistant
General AI tools answer questions. We run your investment process.
Claude with skills, ChatGPT, and a good spreadsheet can take one partner a long way. But when every partner has their own method, the firm has no shared memory, no standard, and no single view of the portfolio.
Do it yourselfVC Field Assistant
Your dataScattered across chats, drives, inboxes, and personal notesOne shared record per company, for the whole team
The processEvery partner runs their own prompts and methodsOne standard flow: lead → decision → follow-up
AI outputGreat text — but hard to verify and easy to loseCited to source, saved to the company, updated as new material arrives
Portfolio overviewRebuilt by hand in a spreadsheet each quarterLive dashboard with KPIs, health, and LP reports
Market newsGoogle Alerts and newsletters you skim when you find the timeMonthly digest on your companies and their closest competitors
When someone leavesThe knowledge leaves with themThe history stays with the firm
SetupBuild and maintain prompts, skills, and templates yourselfReady on day one. Import your portfolio from a CSV
Already using Claude? Keep it. Our MCP server lets Claude and other agents work on the same shared record.
For angel investors
From gut feeling to a VC-grade decision. From free.
Get the same structured process professional funds use — without the fund-sized budget.
- A structured scorecard instead of a hunch
- A cited investment analysis and DD checklist for every deal
- KPI follow-up after you invest, with founders reporting in
- Start free. Upgrade for 79 SEK a month
How it works
Lead. Decision. Follow-up.
Lead
Every deal on one board. AI company brief in about a minute. Record meetings on your phone or laptop — transcribed and filed to the right company.
Learn more →Decision
A living investment analysis, DD questions, and a scorecard against your own criteria. Back the strong ones faster. Pass on the weak ones earlier.
Learn more →Follow-up
Founders submit KPIs and financials. You see variance against what they committed to, and LP reports go out on schedule.
Learn more →Portfolio overview
Collapsible dashboard sections for portfolio health, pipeline counts, and fund-level financials, with per-company drill-down when you need detail.
Portfolio composition
Live charts break your portfolio down by stage, sector, customer type, revenue model, and more. Toggle invested-only vs. all companies.
Scheduled reports
Compose portfolio updates for your team or LPs, then schedule them monthly or quarterly. Review before send or run fully automatic, with an AI-written intro. Internal reports share the full picture; LP reports stay aggregate by default.
More about portfolio & reporting →Market watch
Know what moves in your market, without searching for it.
News on every company
We scan public news for your portfolio and pipeline companies every month. Headlines and summaries land on each company, linked to the source.
Competitor watch
The closest competitors from each market analysis are tracked too, so you see their funding rounds, launches, and moves every month.
Monthly email digest
One email on the first of the month with the stories that matter most, ranked portfolio first. No searching, no tabs to keep open.
Included in VC Team plans. Pipeline and competitor news on VC Team Pro. More about market watch.
FAQ
Common questions
Why not just use Claude or ChatGPT with our own prompts?
General AI tools are excellent at one-off questions. They do not give you a shared record, a standard process, portfolio tracking, or answers your whole team can verify. VC Field Assistant is built around those — and every analysis is saved, cited, and kept up to date.
Can we still use Claude or other AI agents?
Yes. Our MCP server and API let Claude, Cursor, and other agents work directly on your VC Field Assistant workspace — with the same access rules as the app. Your AI tools get one reliable source of truth instead of scattered files.
How is it different from a CRM or Notion?
CRMs track contacts and stages. Notion stores static notes. VC Field Assistant tracks what companies actually said, turns it into a cited living analysis, and follows the company against its KPIs after you invest.
Is our data kept separate from other investors?
Yes. Every workspace is isolated. Your data never trains or informs another investor’s models.
Security & data covers isolation, EU storage, and DPA requests.
Pricing
Start free. Scale with your team.
Angels start free. VC teams get full pipeline, seats, and multi-fund management. Founders join free by invitation.
Credit batches, trials, and full entitlements. See billing details on features.
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Questions: marcus@vcfieldassistant.com