AlphaVault AI — Architecture Assistant
Claude
How can I help you understand the system?
Ask me how any page works, how data flows between systems, or where a specific capability lives — functional explanations only.
CRM (8 pages)
Deal Room
LP Portal
Priority 1 — Critical
Priority 2 — High Value
Cross-platform tools
AI Agents
—→ Main flow
- -→ Data link
⟿ Triggered action

Workflow — From Sourcing to Portfolio Management

Follow a deal from discovery to exit. Click on any page to view its details.

Main Deal Flow
deal-sourcing.html
Sourcing Intelligence
P2
crm-pipeline.html
Deal Pipeline Kanban
CRM
investment-memo.html
AI Memo Generator
P1
deal-room.html
VDR + Due Diligence
DR
cap-table.html
Cap Table Manager
P1
portfolio-monitoring.html
KPI Intelligence
P1
LP Fundraising Flow
crm-fundraising.html
LP Prospect Pipeline
CRM
crm-contacts.html
Contact Intelligence
CRM
crm-interactions.html
NDA + LP Meetings
CRM
Signed Commitment
LP Portal
Investors · Funds · NAV
LP
LP Portal
Distributions + Waterfall
LP
Portfolio Company Flow
secondary-market.html
LP Interest Transfer
P2
AI Agent Orchestration — Cross-cutting layer
agent-builder.html
Agent Builder + Runtime
AGENT
Cross-Platform Tools — Available in all phases
crm-dashboard.html
Relational Command Center
Always accessible — Daily entry point
crm-analytics.html
Commercial Intelligence
Weekly / Monthly reporting
crm-interactions.html
Unified Interaction Journal
After each network contact
crm-accounts.html
Organisation Hub
Phases 1–4
crm-settings.html
Enterprise CRM Configuration
Initial setup — Week 1

Coverage Matrix — Zero Duplication Guaranteed

Each feature belongs to a single system. Click a colored cell to access the page details.

Feature CRM Deal Room LP Portal Priority 1 Priority 2 AI Agents
Dash Contacts Accounts Pipeline Fundraise Interact. Analytics Settings Docs Q&A DDQ Meet. Invest. Funds Cap.Calls Distrib. KYC NAV Cap Tab Port.Mon IC Memo Sourcing Second. AI Agent
Full coverage
Partial coverage
Not covered
Click a colored cell to open the page detail

Usage Timeline — When to use each page?

Chronological order of use throughout a fund's life. Week 1 corresponds to fund launch.

SETUP
Week 1
1
crm-settings.html
Configure CRM roles, custom pipelines, AI scoring criteria (6 weights), webhook integrations, CSV import from Salesforce/DealCloud
CRM
2
LP Portal → Funds
Create the fund: legal terms, fee structure (management fee, carried interest), waterfall model (European / American), vintage, target size
LP
FUNDRAISING
Months 1–18
3
crm-contacts.html
Import and enrich the LP network: family offices, institutionals, HNWI, banks. Auto-enrichment via Google Knowledge Graph. Warm Path Finder.
CRM
4
crm-accounts.html
Map LP organizations (funds, family offices, banks, corporates). Org chart, AI priority score, competitive intelligence.
CRM
5
crm-fundraising.html
Manage the roadshow: Identified → Contacted → Meeting → LOI → Soft Commit → Hard Commit → Signed. AI LP Prioritization. First Close countdown.
CRM
6
crm-interactions.html
Log every LP meeting, email, call with AI notes and action items. Upload Otter/Zoom transcripts → Gemini summarizes. Automatic sentiment tagging.
CRM
7
LP Portal → KYC + Investors
LP committed (Convert to LP button from crm-fundraising.html): KYC/AML, onboarding, subscription docs, LP portal access, capital call schedule.
LP
DEAL SOURCING
Ongoing
8
deal-sourcing.html
Define the investment thesis. Activate market radar (LinkedIn signals, patents, funding events). Score inbound deals vs. thesis (AI 0–100). Sourcing attribution ROI.
P2
9
crm-pipeline.html
Qualified deal enters Kanban: Sourcing → Screening → IC Review → Term Sheet → Exclusivity → Signing. AI Deal Score 6 criteria. Stagnation alert.
CRM
10
investment-memo.html
IC Review: Gemini generates memo from CIM/IM/financials. Rich text editor for team revision. Distribution to IC via secure link (expiration + NDA). Deal Room archiving.
P1
DUE DILIGENCE
Per deal
11
deal-room.html — Created from crm-pipeline.html (Term Sheet)
VDR: upload docs, NDA gate for investors, DD checklist (Legal/Financial/ESG), structured Q&A, engagement analytics, deal meetings, GP private notes.
DR
CLOSING
D-Day
13
cap-table.html — Created from crm-pipeline.html (Term Sheet)
Post-closing ownership table: founders, VC funds, BAs, ESOP. Round simulator (anti-dilution broad/narrow). Company exit waterfall. BSPCE/BSA/SAFEs. 409A tracker.
P1
14
LP Portal → Capital Calls
First capital call: fund call from signed LPs, payment tracking, late payment tracking. NAV update after investment.
LP
PORTFOLIO
Years 1–7
15
portfolio-monitoring.html
Monthly founder KPI collection (secure form). Health scorecard (traffic light). AI runway predictor. Benchmarking (Rule of 40, NRR). AI Portfolio Update narrative.
P1
17
LP Portal → NAV + Reporting
Quarterly: NAV calculation, IRR, TVPI, DPI. Automatic LP report generation (ILPA-compliant). Distributions with waterfall preview. Updated LP portal access.
LP
18
secondary-market.html
LP wishes to sell their shares: AI pricing (NAV discount/premium), transfer workflow (LOI → mini DD → transfer agreement), GP consent, cap table update.
P2
DASHBOARD
Daily
*
crm-dashboard.html — Recommended daily entry point
360° view: deal pipeline + LP prospects + AI Gemini alerts + next follow-ups + fundraising progress vs. target + average team Relationship Health Score.
CRM
*
crm-analytics.html — Recommended weekly reporting
Win rate, LP conversion, team performance, AI Gemini narrative insights. Automatic PDF export.
CRM