Feature Request: Centralized LP Communications Timeline

Problem:
As a fund manager, I need to track all communications sent to my Limited Partners over time. Currently, I have to check individual LP contact records or search through my Gmail to piece together what I've communicated and when. This makes it difficult to:
- Quickly reference what I've told LPs previously
- Ensure consistent messaging across updates
- Maintain a clear audit trail of fund communications
- Prepare for LP calls or meetings

Requested Feature:
A centralized "LP Communications" view or timeline that shows all emails sent to LPs in one place, with:
- Date sent
- Subject line
- Recipients (individual or bulk)
- Ability to click through to see full email content
- Filter by date range, recipient, or type of communication
- Search functionality

Use Case Example:
Before sending a quarterly update, I want to quickly review what I said in my last 2-3 LP communications to ensure consistency and avoid repeating myself. Or before an LP call, I want to see our complete communication history at a glance.

Current Workaround:
Manually searching Gmail sent folder or checking individual LP records one by one.

Thanks!!!

Lock the closed stage (and selectable stages) in fundraising pipelines. My LPs keep looking at the deck and getting put back into automated sequences, which makes me (and Decile) look amateurish. 

If t tag, then do not add to p pipeline

use case, VCs looking at our pitch deck and being put into the LP follow up, etc

Lock contacts in certain stages so no automation takes them out

Stage level pipeline reporting, how many leads were in each stage over specified time frames (like WoW and MoM)

We should verify emails somehow

I like to review the viewing analytics of files to find LPs who are actively engaged.  It would be helpful to have a button next to their names to quickly email them vs. having to go back to a different screen to initiate an email.

2025 Tax Planning
Is there a way to easily see if an LP has not updated their tax information on Decile Pro?  It would be nice to send an automated email to the GP if any tax information is outstanding vs. finding out when the K-1s are being prepared.

Feature Request: Searchable AI Chat History
- Ability to search across all previous AI conversations by keyword, date, or topic
- Filter options to narrow down by conversation type (e.g., deal research, LP queries, portfolio analysis)
- Quick access to past insights without needing to recreate queries
- Export or save functionality for important AI-generated responses
- Tagging system to organize and categorize AI chat threads

Bug report: when sending an email, if I highlight a URL in the text body, then select the hyperlink button, it creates a hyperlink, but the email doesn't send.  When I remove the link, the email sends.

Curious about data enrichment and if decile hub could find the state my LPs live in for me to make it easier to target certain locations for certain events.

Has anybody built an automation that takes an Ai generated transcript and summary from a call and flows that information into Decile Hub to populate into a pipeline? It could either create a new opportunity within an existing pipeline, or add to an existing opportunity? We have a step here where there is manual data entry or a need to hire an intern that I am trying to eliminate.

Need newsletter functionality to not send to certain tags, pipelines, and stages. Use case, don't send to LPs who already declined, etc

Feature Request:
As a fund manager with a team (or even without), I'd like to be able to manage tasks within the DecileHub platform.

Explanation: Within the Investor or Connector or Deals pipelines, we have stages and can annotate next steps etc. However, across all pipelines, as a fund, I struggle to maintain tasks and sequencing. Project/Task management. I can manage this separately via Asana or Monday or Trello but this would improve my ability to stay on the platform with the added advantage that at some point, the tasks are linkable/mentionable by a Unique ID. So let's say I assign a task - 'Move LP Bruce Wayne to a different pipeline' .The task could generate a clickable to take the assignee directly to Bruce Wayne in the current pipeline.

It would be great to put password protection options on the files when sharing the link, and also for you to be able to share a single link to a file without having to create a separate folder (and not providing access to an entire data room). 

I'd like to be able to have a dashboard showing the top 10 LP prospects, with an indicator of where they are in the sales pipeline.  Data, such as the number of visits on a file, duration of visits to a file, clicks on a newsletter, number of emails opened, etc., would drive the dashboard to prioritize the top 10.

Let's put the connection URLs liked Linkedin in the people directory

While I am happy to continue testing the AI deal memo generator, I have way too many items to note on the UX of this feature to put them here in a useful structure.
Can we please provide an ability to have the AI generate its answers to questions but keep it hidden so that the humans can actually do the diligence, cross-check with the AI's response, and then consolidate it for the memo?
OR
Allow for the AI to slurp in files from humans who did the diligence and then provide a memo to answer the questions (instead of scraping info and potentially hallucinating).
In this user story, for example, 3 individuals do their diligence and put their notes into google docs or spreadsheets answering all questions listed in the deal memo. Once everyone submits their work, then an admin can generate the memo.

Right now the generated memo is inadequate or inaccurate, and I feel like in Health/MedTech that's going to kill us more than in other verticals.

What AI features would you like to see integrated into Decile Hub? Anything related to dealflow, fundraising, CRM, or back office? 

Share any and every idea, vote on the ideas you like most with emojis, and we will build them.

Feature request. Allow founders to upload more than one file with ease. Currently it is possible only if you select multiple files simultaneously when submitting. 
https://roadstercapital.decilehub.com/submit_your_company

LinkedIn has a feature to connect to RSS feed. Is there a way to tie this with the Newsletter feature on Hub?

Hi, there is a mistake in the 

7. Create your Fund Projections:

The investible amount does not take in to account Decile Hub's 1%/year fee. So from 2 MM it assumes 1.8 MM available, in fact, it should be only 1,6MM

Hi Hub team,

Small feature requests:
1. Being able to bulk change other fields, namely newly created string fields. I created a few new fields and would like to quickly setup my table, but I need to be manually changing hundreds of fields
2. Being able to use the User dropdown choice that exists in the "Assigned" field, in new custom fields.

DecileHub Hack/Workaround:  If you have the problem of scrolling through contacts (ex: Directory) and you have more than 250 people and you get stuck at 250 people, and at the top of the window you see something like "250 Shown", a work-around that will let you scroll down further is to scroll left across the columns until you get to the first columns and then it will load another 250 so it will then say "500 shown."  If you get to 500 and it gets stuck again, follow the same instructions and you can eventually see everyone, after you do this for all batches of 250 people

Bug with AI chat: once we enter something in the chat, the text of it still remains after hitting enter, which forces the user to have to erase the previous prompt before asking the following up question/prompt. It may be the New UI glitch. Also I would add something like thinking while generating a response.

I'm not sure where to report this "legal" bug, but the Management Company SLA agreement has typos in Section 5. 

Section 5 mentions Section 2 four times, such as... 

Those references to Section 2 should be to Section 3 instead. 

I'm not a lawyer, but I'm pretty sure this is correct. 

the pact I received (for testing) has predefined amount. can we customize base on our conversations with the Lps down the line?

It would be great in Hub to be able to put a nickname for an investor that is searchable. If I put their nickname in Notes, it doesn't come up in search. 

Feature request: when viewing the stats on a file we shared like an LP presentation it'd be awesome to see a thumbnail of the respective slide when we hover over each page's stats, I always have to open up the file in another window to remind myself what's on each slide

UI improvement: in Kanban view, when the user is dragging a card from a stage at the bottom of a long list into a stage with few/no cards, they have to scroll all the way up to the top, would be better to just drop onto the stage column immediately adjacent to the card

Feature request: Adding multiple people from LinkedIn to Decile Hub at one time using the chrome extension.

@Woody Butler

 I am attempting to add new questions to the Deal Memo Settings but am experiencing several issues - they are not movable once added, the "Enhance with AI" toggle either disappears or doesn't appear in the first place. Also curious if there has been any discussion or progress around adding the functionality of exporting memos to Word as well as PDF. Thanks in advance for your help! 

Major feature request: web and social media crawler for proactive deal sourcing (or integration with existing ones, e.g. https://harmonic.ai/) 

Feature request: Add capability to define stages logic for custom fields.

Feature request: Add the capability to create and research an overtime graph of people, organizations and deals.

Feature request : Port the extension to work on firefox browsers.

 I recently moved to Zen as my primary browser which is firefox based. Arc was giving too much troubles. I had to fall back to having vanilla Chrome running just for decile plugin

Ive enjoyed the file sharing tool. However I have noticed its very slow at loading the documents, it takes a while to load the pages especially for a multipage document. Is this something that can be improved?

It would be great if the signature block section under profile supported things like logos, tables, etc. so they could match the glossy ones used by our firm email accounts. 

It would be great to have an AI-powered enrichment feature that automatically adds public web data to each organization and contact — such as profile images, social media links, and other relevant information. I would be willing to pay for this type of enrichment.

Additionally, for Deals, it would be very useful to have the option to link not only a person but also an intermediary organization responsible for bringing the deal.

It would also be valuable to have the ability to build AI-enabled workflows that use custom prompts for processing and enrichment.

It would be great to have an AI-powered enrichment feature that automatically adds public web data to each organization and contact — such as profile images, social media links, and other relevant information. I would be willing to pay for this type of enrichment.

Additionally, for Deals, it would be very useful to have the option to link not only a person but also an intermediary organization responsible for bringing the deal.

It would be great to have an AI-powered enrichment feature that automatically adds public web data to each organization and contact — such as profile images, social media links, and other relevant information. I would be willing to pay for this type of enrichment.

When operating in Germany, France, and similar markets, it’s essential to use the correct form of address for each person. In German, for example, you must distinguish between Sie (formal) and du (informal) and include academic titles where applicable. For instance, Dr. Daniel Müller should be addressed as Herr Dr. Müller.

Improvement to LinkedIn integration
Team, while the LinkedIn plugin is great for activating prospects, I'm finding it to be quite manual to monitor if a lead I reached out to accepted my invite.  I've seen many invites get accepted, but the prospect doesn't respond to my initial note.  It would help to have the system automatically put cold/warm linkedin outreaches into a Connection accepted stage once that event is triggered.  Thank you!

Hi, Wondering if the LP Research could be made searchable especially searching Organizations and Quicknotes for relevance to  fund thesis?

We should have a way to have duplicated be mark as "no conflict" we have several people that have the same name and last name yet totally different humans

We are enjoying the new update. However it removed an ability we were using. In the previous window we were allow to assign to no one a deal. We use this when a deal is declined and we had nothing else to do to it. Now there seems to be no way to assign to no one a deal

Currently, the "City" (Location) field is a standard field for People and is visible in Fundraising and Deal Flow funnels, but it does not automatically appear as a column in the Connectors pipeline. There is no built-in option to display the default "City" field as a column for Connectors at this time.

As a workaround, its suggested I create a custom data point called "City" for your Connectors pipeline and enable it as a column. This allows me to manually enter and display city information for each connector (however when the data is imported via Chrome extension it reads to the Location data field so its more automatically captured. 

As connectors are people records, possible to add City as one the Column data fields without a custom/duplicate data field? 

THANK YOU!

Capturing feedback
It would be great if I could email feedback received into hub, hub can use AI to track and make the feedback actionable.

Admin Emails
Team, I've received notes from a few LPs who would like me to always have their EA copied on emails being sent to them.  It would be great if we could add an EA (or multiple team member) emails that the system automatically puts in cc anytime an email is sent to the LP.  As we scale, these one off requests for cc'ing admins become very difficult to keep track of.

Email Template Idea

Team, it would be great if there were a way to save an email I draft in hub as a template for future use.  I find it easier to write an email and save it as a template instead of writing a template first.  It would also be very helpful to have the "Files" tab display links to specific files (ranked by most often shared or viewed) so that I don't have to go through the extra steps of copying a sharing link with each individual file that I'd like to share. When I share a link to a file, 99% of the time it's for a specific file, not a whole folder.  Thank you!