Solutions / Investors & VC

Founder calls, investment memos

Every pitch becomes a short memo on the company, team, market, traction and round. Portfolio check-ins become updates you can compare quarter to quarter.

Meetings Acta writes up for investors & vc

  • Founder pitches
  • Partner meetings
  • Portfolio check-ins
  • Board meetings
  • Diligence calls

From the conversation to the report

Founder pitch · Seed Recorded
  • F

    Founder: We're raising a seed round to grow the sales team.

  • F

    Founder: We have twelve paying customers, mostly logistics firms.

  • P

    Partner: Who else is in the round?

Written by Acta

Dealflow memo

Round
Seed · grow sales team
Traction
12 paying customers
Market
Logistics
Open question
Other investors?

Sample investors & vc reports

What each template writes after a meeting. Example meetings and people.

Investors

Dealflow memo

From “Fernway pitch meeting” · sample report

In short

Confidence: medium

Seed-stage B2B logistics software; strong founder-market fit, early but real revenue.

Memo

Company
Fernway, freight booking for mid-size shippers
Team
Two founders, ex-operations at a 3PL
Traction
$18k MRR, 12 paying customers
Market
Founders size it at $4B in Europe
Round
Raising $2.5M seed
Questions
  • Churn data
  • Sales cycle length

A memo after every pitch

Company, team, market, traction and round, ready for the partner meeting.

Portfolio at a glance

Vitals, hiring, performance and financing from each check-in.

Ask across your pipeline

Find every company that mentioned a market or a competitor.

Templates for investors & vc

Turn on the ones you need. Each reads the meeting and writes its report, and skips meetings it isn't meant for.

Dealflow memo

Company, team, market, traction and round in a short investment memo.

Portfolio check-in

Vitals, hiring, business performance and financing from company check-ins.

Board meeting minutes

Formal minutes: agenda items, resolutions and votes, actions and next meeting.

Investors & VC: questions

More examples in use cases.

What goes in the Dealflow memo?

Company, team, market, traction and the round, in a short investment memo.

Can founders tell a bot joined?

Not if you record with the desktop app or Chrome extension.

Can I search across all my pitches?

Yes. Ask Acta across the meetings you choose, such as every pitch this quarter.

Try Acta for investors & vc.

Free for 15 days. Record your next meeting and get the report.

Start for free