Pipeline & Workspace
All your opportunities in one place.
Track every deal from first look to decision, with its documents, DDQs, notes, and history in one shared workspace.
New
In progress
On hold
Invested
How it works
New2
Credit Fund VPrivate credit
Venture Fund VIIVenture capital
In progress2
Growth Fund IIIVenture capital
Infra Fund IIInfrastructure
On hold1
Real Estate Debt IIReal estate
Invested3
Buyout Fund IVPrivate equity
Credit Fund IIPrivate credit
Growth Fund IIVenture capital
Declined1
Macro Fund AHedge fund
MSMaya moved Growth Fund III to In progress
Growth Fund III
Analysis
General
Investments
Risk management
Terms
Legal due diligence
Periodic updates
Email box
Start from a template
Private equityVenture capitalReal estatePrivate creditHedge funds
Venture capital DDQ38 questions
Strategy and investments12
Team and track record9
Risk management8
Terms and fees9
Send to managerSent to the GP
What type of investments does the fund make?
Offering memorandum, Growth Fund III.pdf
Planning: splitting the question across 2 agentsRequest analyzed, 2 agents completed
Portfolio intelligence agent
Searching the deal’s documents
Reading the offering memorandum
Benchmark intelligence agent
Selecting comparable funds
Ranking the track record
AltiusWould you like me to generate a deal memo from these documents?YesNot now
Growth Fund IIIIn progressInvestedShared with 2 peers
Tasks
MSReference calls
DLLegal review
AKIC memo
Decision history
- 12 SepAdded from email
- 20 SepDDQ returned by the GP
- 28 SepMemo shared with the committee
- 2 OctApproved by the investment committee
The next step