Every selected group gets a home of its own
Add the teams you selected, or import them from a spreadsheet. Each cohort shows members, health, money disbursed against planned and reports due.
Portfolio
After Selection, the Work Continues Here
Selected teams become a cohort with its own home: agreements, compliance, funding released in tranches, milestones, mentoring and the impact your funders ask about, with a member space founders answer from their phone.
Selected teams become a cohort with a home of its own: agreements, funding in tranches, milestones, mentoring and impact.
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How Portfolio Works
Cohorts
Every selected group gets a home of its own
Add the teams you selected, or import them from a spreadsheet. Each cohort shows members, health, money disbursed against planned and reports due.Create a cohort from a round and add the teams you selected there, or import members from a spreadsheet. Each cohort shows its members, their health, money disbursed against planned, compliance and the reports that are due. Selected elsewhere? Run a cohort without an open call: no form, evaluators or rounds, just the cohort, its mentors, portfolio and reports.
Cohort Health
Which companies need you this month
Every open or due milestone this month on one line, and the three companies to look at first, each with its reason in a sentence.Cohort Health puts every milestone that is open or due this month on one line, marked overdue, missed, report to review, due or done. Under it are the three companies to look at first, blocked before at risk, each with its reason in a sentence. A company is at risk when a milestone is more than a week overdue, a request has waited over 30 days or a planned tranche is late.
Lifecycle
From agreement to alumni, on one record
Agreements with signed and expiry dates, a compliance checklist with reminders, milestone reports you accept, and alumni with their outcomes.Track each member's agreement with its signed and expiry dates, and a compliance checklist of statutory documents with reminders. Members report achievements, blockers and metrics against each milestone, and accepting a report closes it. When a member finishes, graduate them with a one-line outcome and they join a searchable alumni directory.
Funding and impact
Money released in stages, and accounted for
SAFEs, CCDs, equity, notes and grants released in tranches, a utilisation certificate after each, and quarterly KPIs that feed the impact report.Record the SAFE, CCD, equity, convertible note or grant behind each member, with its terms and documents, and release the amount in tranches. After each release the member uploads a utilisation certificate and an expense sheet, and you approve it or ask again. Every quarter members report jobs, revenue, follow-on funding, patents and founder figures, which feed a print-ready impact report.
For founders
A member space founders answer from their phone
Founders sign in with the same magic link and see what needs them now: KPIs, compliance, milestone reports, certificates and mentor time.Selected teams sign in with the same magic link they applied with and see their agreement, checklist, tranches, milestones, events, mentoring and documents, with what needs them now at the top. They submit KPIs each quarter, tick off compliance items, report against milestones, upload utilisation certificates, RSVP to events and book mentor time.
Mentoring
Mentors matched, booked and rated
A directory with expertise, hours and ratings; matching by expertise and load; slots members book; office hours open to the whole programme.A mentor directory with expertise, the hours each can give and ratings. Matching suggests mentors for each member by expertise and load, members book from availability slots themselves, and ratings come back both ways after every session. Open a mentor's office hours to every company in the programme, create a weekly series in one go and mark attendance afterwards.
IdeaScore AI
Session notes become action items
Three to five action items from one session's notes, with who and by when, and a follow-up message you send yourself. Nothing is sent for you.After a session, Notes to action items turns the mentor's notes into three to five action items, each with who does it and by when, and a short follow-up message for the founders. Edit, keep or skip each item, save them to the session, and copy the message to send yourself. IdeaScore never sends it, and names and contact details are removed before anything is read.
Seed Fund 2026 · Cohort III· Sessions
- Founders · by 28 Oct
- Founders · by 21 Oct
- Mentor · by 4 Nov
- Both · by 18 Nov · Skipped
Which companies need you this month
Every open or due milestone this month on one line, and the three companies to look at first, each with its reason in a sentence.
From agreement to alumni, on one record
Agreements with signed and expiry dates, a compliance checklist with reminders, milestone reports you accept, and alumni with their outcomes.
More on the portfolio
SAFEs, CCDs, equity, notes and grants released in tranches, a utilisation certificate after each, and quarterly KPIs that feed the impact report.
Founders sign in with the same magic link and see what needs them now: KPIs, compliance, milestone reports, certificates and mentor time.
A directory with expertise, hours and ratings; matching by expertise and load; slots members book; office hours open to the whole programme.
Three to five action items from one session's notes, with who and by when, and a follow-up message you send yourself. Nothing is sent for you.
Everything in Portfolio
Cohorts
Cohort without a call
Member import
Agreements
Compliance checklist
Instruments and tranches
Utilisation certificates
Milestone reports
Impact KPIs
Impact report
Request routing
Events
Mentor matching
Ratings both ways
Alumni
Cohorts
Cohort without a call
Member import
Agreements
Compliance checklist
Instruments and tranches
Utilisation certificates
Milestone reports
Impact KPIs
Impact report
Request routing
Events
Mentor matching
Ratings both ways
Alumni
Questions About Portfolio
Professional, Enterprise and Campus. Starter and Growth do not include portfolio management.
Yes. Add a cohort without a call and import the members from a spreadsheet. It has no form, evaluators or rounds; you keep the dashboard, teams, cohorts, mentors, portfolio, reports and the audit log.
With the same magic link they applied with. A founder's email on the member record is enough; no invitation is sent and there is no password to set.
A company is blocked when a milestone was missed or a request was turned down in the last 60 days, and at risk when a milestone is more than 7 days overdue with no report waiting, a request has been open over 30 days, or a planned tranche is past its date. A health you set by hand always wins.
No. Notes to action items drafts the items and the message; you save the items to the session and copy the message to send from your own email or chat. Nothing is ever sent for you.
The impact report for a cohort and quarter, as a page or a PDF: the KPIs members reported, who has reported, and follow-on funding against the money put in through the cohort's instruments. A ledger export of tranches and utilisation certificates is ready too.
See IdeaScore Run a Call with Your Own Rubric
A 30-minute walkthrough with a product specialist, using your programme's form and criteria.