Ctrl + K

Log In Sign Up

# Hub Feedback

1 Pinned

Community Member

April 28 at 08:54 pm

Hi Decile team — quick product/API request.

I uploaded a call transcript through POST /api/v1/files, but it appears as a generic file in Decile Files / Unfiled rather than as an attachment on the relevant person or pipeline prospect.

Use case: attach a transcript, diligence note, or meeting document directly to an investor prospect/person record, so it appears inside that record’s entry.

I tried passing likely association fields such as person_id, pipeline_prospect_id, pipeline_id, and attachable_type/attachable_id, but the file remained unassociated.

Is there currently an API-supported way to attach an uploaded file to a person or pipeline prospect? If not, could this be added to the API/MCP roadmap?

Community Member

April 13 at 06:12 pm

Hi team,

I wanted to share a feature request based on how we manage relationships and communications in our fundraising pipeline.

Core need:
We often work with multiple stakeholders tied to a single “primary” contact, and need a structured way to ensure consistent communication across that group.

Example use case:

Barry is the primary contact (e.g., partner or lead decision-maker).
Jane is Barry’s assistant and should be CC’d on all communications by default so she can triage.
In other cases, Barry and Bob are both decision-makers, and Bob should also be CC’d on every email.

Current gap:
Right now, there’s no clean way to associate additional contacts with a primary contact such that they are automatically included in outbound communication. This creates manual overhead and increases the risk of missing key stakeholders.

Proposed solution:

Allow a primary contact to have one or more associated contacts (secondary, tertiary, etc.).
These associated contacts should be:
- Linked at the contact or org level
- Automatically CC’d (or optionally included) on all outbound emails tied to that primary contact or deal
Ideally configurable per relationship (e.g., toggle who is included by default)

Why this matters:
Fundraising and deal workflows are rarely one-to-one. They’re multi-threaded across assistants, partners, and internal stakeholders. This feature would better reflect real-world communication patterns and reduce friction in managing those relationships.

Curious if this is already on your roadmap or if there are recommended workarounds today.

Thanks,

Brian

Community Member

April 02 at 01:30 pm

Email Template Feature Request: Provide variable for {contact.first_name}.
There are frequently times where I'd like to send a casual email to my LPs. The template {first_name} variable ends up producing text like "Dear STRATATRUST_23423, ". It would be really helpful to be able to address the primary contact directly, by first name.

Community Member

April 02 at 12:06 pm

Hello,
Probably it is on the development team’s radar already, but in the AI Deck Builder it would be great to have a function to automatically create a ready to use PPT or PDF doc.
Thanks,
Lorenzo

Community Member

April 02 at 10:07 am

It would be very nice if DecileHub supported having two browser tabs/windows in same pipeline with different filters.

I work with two 4K monitors. I want to keep two (maybe more!) DecileHub tabs open at once. For example, one at the pipeline working through my tasks for today and one that I can use to search for someone and update or send an email, etc. when someone messages me on WhatsApp or sends me an email.

I cannot do that right now because when I search for someone in the second tab my filter in the first tab also changes.

Community Member

March 26 at 05:23 am

Hi, I would like to know whether decile supports these features,,,Two Facto Authentication for accessing a data room,Role based permisions,Disale Downloads/print, bulk download, Exportable Audit log, Access expiry, Dynamic watermarking

Community Member

March 20 at 02:12 pm

I'm impersonating an LP on Decile Pro, and I'd like to suggest that a list of fund documents be displayed under the My Fund summary. The folders shown should be organized just like I have them in my VDR to make it easy to find documents on fund financials, portfolio companies, tax, etc. When I click on My Fund, I see there is a news section. How do I update this as a fund manager? How do I update the events section? In addition to the Increase Commitment button, it would be great to have a button to allow LPs to share my fund with their friends in one click.

Community Member

March 14 at 05:07 pm

Need verified emails for data rooms
If they enter an email in the database they're good to go
If not in the database, then verify it via email first
shy-sworn-overhang@duck.com

Community Member

March 10 at 05:17 pm

When you see that red trashcan next to the paperclip you assume it will delete the attachment. Instead it deletes the entire template with no warning, no confirmation, etc.

I think this is poor design.

Community Member

March 09 at 10:50 pm

People directory doesn't save the last searched like pipelines, it should

Community Member

March 04 at 12:15 am

I think the prospect right info blade should have the pipeline stage drop down selector, I often have to filter by the prospect 1st to change their stage and take action, but I should be able to do this from the prospect info blade on the right

Community Member

March 03 at 11:59 pm

I would like to be able to output the tree-structured directory of a dataroom to my files. This would be useful for reviewing and indexing the dataroom.

Community Member

March 03 at 09:02 am

Hi DecileHub team,

I'm using your MCP server integration with Claude Code and ran into an issue with two tools that appear to have a payload wrapping bug.

Issue
When calling create_or_update_person or create_or_update_prospect, the API returns a 400 error indicating a missing or invalid wrapper parameter.

Tool 1: create_or_update_person

Error: {"error":"param is missing or the value is empty or invalid: people"}
The API appears to expect the person's data wrapped in a people key, but the MCP tool sends the fields as flat parameters.

Tool 2: create_or_update_prospect

Error: {"error":"param is missing or the value is empty or invalid: prospects"}
Same issue — the API expects a prospects wrapper, but the MCP tool does not apply it.

Steps to Reproduce

Call create_or_update_person with valid fields (id, first_name, last_name, email)
Observe 400 response: param is missing or the value is empty or invalid: people
Call create_or_update_prospect with valid pipeline_id and people array
Observe 400 response: param is missing or the value is empty or invalid: prospects

Expected Behavior
Both tools should successfully create or update records when provided with valid parameters.

Environment

Integration: DecileHub MCP server via Claude Code

Please let me know if you need any additional details.

Thanks

Community Member

March 01 at 03:52 pm

Risk Register
It would be great if we could have a risk register for each company in the portfolio, so we can track risks/mitigations identified during due diligence and assign tasks for mitigations.

Community Member

February 11 at 07:54 pm

Feature Request
AI LP Outreach | 506c Specific

My Prompt in Decile Hub AI Tools
I believe we might not be challenging conventional LP outreach enough for 506c Start Funds. With funds like Brody using AI to close $100M in LP commitments and tools like ClawBot openclaw.ai we should be able to do this in an even more efficient manner with Decile. Please evaluate and provide direction. Our funds focus should be small and medium LPs. Large family office or institution is only nice to have but more likely in a second fund, not Fund I.

Decile Hub AI Response

Strategic LP Sourcing Analysis: AI-Enabled Efficiency for Fund I

You're absolutely right to challenge conventional approaches. The fundraising landscape has fundamentally shifted, and your Deep Tech thesis with proven returns deserves a modern, scalable strategy.

The Brody/ClawBot Model Analysis

What's Working:
- Data-driven targeting - AI identifies LP patterns across 100K+ profiles vs. manual research
- Personalization at scale - Custom outreach to 1,000+ prospects vs. 50-100 traditional targets
- Velocity compression - 6-12 month raises compressed to 3-6 months through parallel processing
- Warm intro automation - LinkedIn/network mapping finds 2nd-degree connections automatically

Your Competitive Advantages:
- ....x MOIC + ....x DPI - Top quartile returns that AI can highlight in every touchpoint
- $---+ follow-on capital - Concrete proof of deal quality and network strength
- Deep Tech timing - ....... is a macro tailwind (defense, infrastructure, manufacturing)
- Seed stage focus - Small/medium LPs want early access, not late-stage commodity exposure

Recommended AI-Enabled Strategy

Phase 1: Intelligent Archetype Mapping (Week 1-2)

Use AI tools to build hyper-specific micro-archetypes rather than broad categories:

Instead of: "Tech Executives"

Build:
- Former VP Sales at .......
- Ex-CTOs from defense primes now in advisory roles
- Supply chain software executives from recent acquisitions

AI Tools to Deploy:
- LinkedIn Sales Navigator + ChatGPT - Export 500+ profiles matching criteria, AI scores fit
- Harmonic.ai or Affinity - Maps your existing network to find warm paths to cold targets
- Clay.com - Enriches LinkedIn data with investment history, board seats, podcast appearances

Phase 2: Micro-Content Engine (Week 2-4)

Create AI-generated, thesis-specific content that attracts rather than chases:

Content Formats:
1. Weekly Deep Tech Deal Memo - Share anonymized investment thesis on ........ (builds FOMO)
2. LP Education Series - "Why ........ is the Next $10T Opportunity" (positions expertise)
3. Portfolio Win Announcements - Highlight follow-on rounds, DOC contracts, customer wins (social proof)

Distribution Strategy:
- LinkedIn posts (AI-optimized for engagement)
- Substack/Ghost newsletter to 500+ targeted prospects
- Twitter/X threads on ..........

AI Efficiency:
- Use Claude/GPT to draft 80% of content from your deal notes
- Repurpose one insight into 5 formats (post, thread, email, video script, infographic)
- Schedule 3 months of content in one weekend

Phase 3: Outbound at Scale (Week 3-8)

The New Outbound Playbook:

Traditional Approach:
- 50 manual emails/month
- 10% response rate
- 5 meetings
- 1-2 commitments over 6 months

AI-Enabled Approach:
- 500 personalized emails/month (AI-written, human-reviewed)
- 15% response rate (better targeting + personalization)
- 75 meetings
- 10-15 commitments over 3 months

Execution Framework:

Segment by Warmth:
- Hot (1st degree): Personal video + deck (manual)
- Warm (2nd degree): Intro request + custom one-pager (AI-assisted)
- Cold (3rd degree): Value-first email sequence (AI-generated)
AI Email Sequence (Cold Outreach):
- Email 1: Share relevant insight ....
- Email 2: Portfolio company case study
- Email 3: Invitation to virtual office hours or webinar
- Email 4: Direct ask with social proof (other LPs in their network)
Tools Stack:
- Instantly.ai or Smartlead - Send 500+ personalized emails/day without spam flags
- Lavender.ai - Scores email quality before sending
- Reply.io - Multi-channel sequences (email + LinkedIn + calls)

Phase 4: Event Leverage (Week 4-12)

Instead of attending conferences, create micro-events:

Virtual Deep Tech Dinners - 8-10 qualified LPs, portfolio CEO guest speaker, monthly
Industry Related Summit - 50-person virtual event, 3 portfolio companies present
LP Office Hours - Weekly 30-min slots for prospects to ask questions (builds pipeline)

AI Efficiency:
- Use Calendly + Zapier to automate scheduling
- GPT generates follow-up emails and meeting summaries
- Riverside.fm records events, Descript transcribes, AI creates highlight reels

Your Specific Small/Medium LP Archetypes (AI-Optimized)

I'll now generate 6 hyper-targeted archetypes (3 small, 3 medium) with:
- Exact LinkedIn search queries
- AI-powered outreach templates
- Warm intro pathways
- Content hooks that resonate

Community Member

February 09 at 05:56 pm

Bug report - There's a typo in the PDF of the newest SF investment lead agreement.

Management fees table, row 2 says `$3,0001,000-...` but should be $3,000,001 I think.

Community Member

February 06 at 06:29 pm

I have a feature request for Custom PACT links. Can you do something to make it less trivial for the recipient to see/change the min PACT investment number? There's some gamesmanship for us in setting the minimum at one value and the UI low at a higher number to try to pull their investment up. Many of our LPs are technical, so it's super obvious for them to see our actual minimum and change it. Doing something like hashing the params or using a redirect URL would do the trick.
Here's a scrubbed example URL from a custom PACT: https://inception.decilehub.com/pacts?pid=xxxxxxxx&tar=xxxxxx&l=150000&m=250000&h=500000&min=100000&dgrid=xxxxx

Community Member

February 03 at 02:15 pm

I am getting an error when I try to populate a section of the deal memo with AI:

Community Member

January 23 at 08:13 pm

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!!!

Top reply: @Woody Butler This is the demo that I created for you. @Ron Ondechek Jr We created this mockup of a smarter pipeline when it comes to email, showing you recent history right there: https://decile-pipeline.replit.app... Show more

Community Member

January 17 at 10:43 pm

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.

Community Member

January 17 at 07:44 pm

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

Community Member

January 15 at 03:56 am

Lock contacts in certain stages so no automation takes them out

Community Member

January 14 at 05:47 pm

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

Community Member

January 14 at 05:22 pm

We should verify emails somehow

Community Member

January 10 at 07:16 pm

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.

Community Member

January 10 at 05:15 pm

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.

Community Member

January 06 at 08:52 pm

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

Community Member

January 06 at 08:50 pm

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.

Community Member

January 06 at 02:04 am

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.

Community Member

January 05 at 08:04 pm

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.

Community Member

January 04 at 10:17 pm

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

Community Member

January 04 at 08:16 pm

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.

Community Member

December 18 at 01:47 am

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).

Community Member

December 17 at 10:40 pm

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.

Community Member

December 17 at 04:43 pm

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

Community Member

December 13 at 03:09 am

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.

Community Member

December 09 at 08:58 pm

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.

Community Member

December 09 at 07:03 pm

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

Community Member

December 02 at 06:38 am

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

Community Member

December 01 at 02:53 pm

Hi, there is a mistake in the

AI Toolkit

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

Community Member

November 18 at 03:54 pm

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.

Community Member

November 14 at 04:03 pm

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

Community Member

November 06 at 12:40 pm

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.

Community Member

October 30 at 08:41 pm

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...

"If any one of the Services outlined in Section 2 are not fulfilled by the applicable party identified in Section 2, ..."

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

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

Community Member

October 07 at 10:25 am

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

Community Member

September 29 at 08:45 pm

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.

Community Member

September 25 at 05:38 pm

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

Community Member

September 13 at 12:18 am

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

Community Member

September 05 at 12:04 am

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

Community Member

September 05 at 12:01 am

@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!

Loading more posts...

Log In or Sign Up

Please Log In, or Sign Up to participate in the discussion.

Log In

or

Sign Up