Who it's for · Investors

Hire the analyst. The stack comes with them.

Frank sources, screens against your thesis, writes the first-pass memo, runs diligence before every meeting and watches the portfolio every morning. He arrives with the data, the CRM and the market terminal already in his backpack. Hire your first analyst, or turbocharge the one you have.

Load the thesis once: stage, check size, sectors, what you pass on, who you back today. From then on the inbound lands scored overnight, sourcing runs on schedule, memos arrive on demand with the comps attached, every founder meeting comes with a brief, and the portfolio and the competition are watched every morning. The data terminal, the CRM and the market view are in the seat; there is nothing else to buy. You read six memos, not forty decks, and make the calls. Judgment calls wait in To Do.

Everything a human analyst does for a fund

  • Sources deals from 120M+ companies, scored to your thesis Deploy
  • Screens the inbound on Fit, Access and Timing, with the reason Deploy
  • Preps you for every founder call Diligence
  • Runs diligence, sourced on every line Diligence
  • Writes the memo and the LP update, in your template Build
  • Tracks the market and builds the map Market
  • Watches the portfolio and the competition Market
  • Finds the warm path to the founder, co-investor or LP Network
  • Keeps the CRM clean without you typing Deploy

An investor's day with Frank

Fictional. A $40M seed fund, two partners, forty inbound decks a week, fourteen portfolio companies.

  • 7:00: Opening Bell on the portfolio and the market: one competitor round, one founder hiring a CFO.
  • 9:00: Twelve inbound decks screened overnight; three worth a call, reasons attached.
  • 11:00: Memo on the company you meet at noon, comps attached.
  • 3:00: Sourcing run on Monday's theme: 58 companies, 9 raising soon.
  • 6:00: Close of Business: what moved, what came back, what needs you tomorrow.

What a seat replaces

A data terminal seat

$5,500 to $20,000 a year. The database. You still do the work.

A venture CRM seat

$1,200 to $2,700 a year. The rows. You still fill them in.

An analyst

$125,000 to $190,000 a year, fully loaded. Does the work. Clocks out.

Investors & Programs: $375 a seat a month, billed annually ($4,500 a year)

Hire the analyst. The stack comes with them.

Seats for funds, angels, family offices and syndicates, as many as you need. 9,000 Agent Credits a seat, pooled across the firm. 3 or more seats, 10% off. No vetting. Sponsor a portfolio company for $150 a year. Seven-day free trial.

Questions investors ask

What does a seat replace?

A data terminal seat ($5,500 to $20,000 a year), a venture CRM seat ($1,200 to $2,700) and the hours an analyst spends on first-pass work. Frank is $4,500 and never clocks out.

Can I try it before the firm commits?

Yes. One seat on a card, seven days free, then month to month or annual.

Can I sponsor a portfolio company?

Yes. $150 a year gives a founder you back their own analyst, and you see every sponsored company in one view. How it works →

The future of venture work is here

Create your SummitPoint account in two minutes

Go deeper: Deploy → · Diligence → · Market → · Network → · Build →