Using Decile Hub

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Using Decile Hub

Unable to import bulk LP contacts using CSV file

Asked by:
Community Member
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Feb 22, 2024

Error with Please submit a valid csv file. - Invalid byte sequence in UTF-8 in line 57.

Top answer:

This error may be due to an issue with the formatting or content of your CSV file. Try opening the file in Google Sheets and then downloading it as a CSV file again. This process can often resolve any hidden formatting issues. If the pro...

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Using Decile Hub

Added Deals by Investment Inquiries Form

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Feb 12, 2024

When an investment is added via the web form, it should have a stage "Added by Investment Inquiries Form" (this is also what I set in the "Forms" settings. Instead, it is just being added with the stage "Added", with no notification email. Also, n...

Top answer:

We've noticed a glitch in our system that's causing submissions from the Investment Inquiries Form to be routed to the wrong stage ("Added" instead of "Added by Investment Inquiries Form") for newly created Hub accounts. Our team is act...

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Top answer:

In this Loom instruction video Travis demonstrates, step-by-step, how to grant a pipeline prospect direct access to a specific data room folder, bypassing the default authentication process that typically requires logging in. He begins b...

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Using Decile Hub

Can I send a newsletter from decile hub?

Asked by:
Community Member
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Jan 31, 2024

Top answer:

Currently, Decile Hub does not have a dedicated newsletter functionality. However, you can send emails to multiple recipients by either having everyone in a pipeline stage where the next action is to send the email or by manually selecti...

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Using Decile Hub

How to edit link for the firm's pitch deck?

Asked by:
Community Member
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Jan 27, 2024

Top answer:

1. To edit the link for your pitch deck, go to the Data Room / Folder where your deck is located and find the deck file.  2. Click on the paperclip symbol next to the deck file's name and click "Copy file URL to share". This will copy th...

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Using Decile Hub

Where is the hub setup checklist in Decile Hub?

Asked by:
Community Member
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Jan 25, 2024

Top answer:

The Setup Checklist is seen on your Dashboard.  you can get here from three locations 1. Go to {{YOUR_SUBDOMAIN}}.decilehub.com/dashboard 2. At the bottom of the left nav is a link to "Dashboard" 3. In the green banner at the top, if yo...

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Top answer:

1. Begin by clicking on your profile picture located in the top right-hand corner of the screen. 2. From the dropdown menu that appears, select "edit profile." 3. You will now see an open field labeled "Email Signature" where you can inp...

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Using Decile Hub

What are next steps for a new manager?

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Community Member
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Jan 14, 2024

Top answer:

New Managers need to develop a Thesis, form a team, complete initial fundraising, finish a first close, finalize fundraising, and deploy the capital. These activities are completed in a series of fund lifecycle phases, which are outlined...

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Top answer:

When asking a question in Decile Hub, try to be as specific as possible, and phrase the query as a question. You can also provide context to help the AI give better answers. For example, "I just completed a first close on my fund with $2...

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Top answer:

To reimburse your $5,000 Decile Partners retainer, please feel free to initiate the transfer from the fund to your personal account once the funding for the capital call is received.

 -  Frank Garcia
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Using Decile Hub

I just opened a new Hub Account, what should I do as next steps for clean setup?

Asked by:
Community Member
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Jan 12, 2024

This is even more robust than I expected! But there's a lot, since I am both a new manager and new to Decile Hub. What are some of the first things I should do for success?

Top answer:

After opening a new Hub account, follow these steps for a clean setup: 1. Connect your email account: Go to the Integrations page located under your profile picture (top right-hand corner). Click on 'Sign in with Google' or 'Sign in wit...

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Using Decile Hub

How can Decile Base AI be used within Decile Hub?

Asked by:
Community Member
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Jan 12, 2024

I see that Decile Base is integrated with Decile Hub, What are some best practices for utilizing the AI within the platform?

Top answer:

Decile Base can provide answers on a variety of topics related to using Decile Hub, including: Some starter questions to help your experience from within your account: At a high level see what it can do for you, with something like "Wh...

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Using Decile Hub

Does Decile Hub have a template valuation policy?

Asked by:
Community Member
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Dec 22, 2023

Top answer:

Decile Group has developed this Valuation Policy for the VC Lab community. The policy has been adopted by the majority of Decile Partner firms. 

 -  Mike Suprovici
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Using Decile Hub

What's the Decile Hub pricing?

Asked by:
Community Member
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Dec 18, 2023

Where can I find the Decile Hub pricing?

Top answer:

Decile Hub is free for participants of the VC Lab accelerator. In 2024, Decile Hub will be opened up to the public. The product will continue have a robust free offering, and there will also be premium SaaS package for some additional fe...

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Using Decile Hub

How can a VC fund manager generate the schedule K-1 forms for their limited partners in Decile Hub?

Asked by:
Community Member
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Dec 12, 2023

In the United States, venture funds are legally required to send each LP a schedule K-1 tax document every year by March 15, and many platforms (like AngelList) generate these documents automatically (https://learn.angellist.com/articles/schedule-...

Top answer:

Enduring VC Firms work with specialized VC tax firms to produce documentation like K-1s for each of their LPs. It's very important that there is a separation between the tax firm and the fund administrator to reduce potential conflicts o...

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Using Decile Hub

How do you set up a sign-able contract in decile hub?

Asked by:
Community Member
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Dec 10, 2023

I'd like to be able to set up an investor accreditation validation linked to a potential LP and then filed on their profile. Is there a way to do this? (I'd rather not have to use Docusign separately for this.)

Top answer:

There is currently no feature to set up a custom agreement and have it electronically signed via Hub (from the customer/user side) - however we are currently exploring this kind of capability. A third-party electronic signature solution ...