Platform Entry
User Type Selection
đ Startup Profile
đŧ Investor Profile
đ¤ Upload Pitch Deck
đ¯ Set Investment Criteria
đ¯ Get Matched
đ Discover Startups
Convergence Point
đ Portfolio Management
Sign Up
Description: Users create an account by providing basic information including name, email, and password. Email verification is required for security.
Security: Two-factor authentication setup is encouraged during registration.
Next Step: Choose user type (Startup or Investor)
Startup Profile Creation
Description: Startups fill out comprehensive profile including company name, industry, stage, team information, and business model.
Key Fields: Company description, funding needs, use of funds, current traction, team bios
Next Step: Upload pitch deck and supporting documents
Investor Profile Creation
Description: Investors set up profile with investment preferences, expertise areas, and ticket sizes.
Key Fields: Investment focus, preferred industries, stage preferences, geographic focus, investment range
Next Step: Set detailed investment criteria for matching
Upload Pitch Deck
Description: Startups upload pitch deck, financial projections, and other supporting materials.
Security: All documents are encrypted with 256-bit AES encryption. Access controls can be set per document.
Next Step: System matches startup with relevant investors
Set Investment Criteria
Description: Investors define specific criteria for matching algorithm including industry filters, funding stage, and deal size.
AI Matching: Smart algorithm matches investors with relevant opportunities based on criteria
Next Step: Discover matched startup opportunities
Get Matched with Investors
Description: AI-powered matching engine connects startups with investors based on compatibility scores.
Factors: Industry alignment, stage fit, funding needs, investor preferences, geographic location
Next Step: Schedule pitch sessions with interested investors
Discover Startups
Description: Investors browse curated feed of startups matching their criteria. Can filter, search, and add to watchlist.
Actions: Request details, schedule pitch, add to watchlist, pass on opportunity
Next Step: Request pitch session with promising startups
Live Pitch Session
Description: Real-time video conferencing session where startups present to investors. Includes pitch deck viewer, Q&A chat, and private notes.
Features: HD video, screen sharing, pitch deck navigation, investor reaction buttons, recording capability
Security: End-to-end encrypted video sessions with access controls
Next Step: If interested, move to deal negotiation
Deal Negotiation
Description: Collaborative workspace for negotiating deal terms. Includes conversation thread, term sheet editor, and version control.
Key Terms: Valuation, equity percentage, investment amount, board seats, protective provisions
Features: Real-time collaboration, comment threads, offer history timeline
Next Step: Once terms agreed, proceed to due diligence
Due Diligence
Description: Investors review detailed financial, legal, and operational documents. Secure document sharing with granular permissions.
Documents: Financial statements, cap table, contracts, IP documentation, compliance records
Security: Complete audit trail of document access, permission-based sharing
Next Step: Prepare legal documents for signing
Legal Documents
Description: Platform generates or allows upload of legal investment documents including term sheets, SAFEs, or equity agreements.
Templates: Pre-approved templates or custom document upload
Review: Both parties and legal counsel can review and comment
Next Step: E-signature workflow
E-Signature
Description: Legally binding electronic signatures on investment documents. Compliant with ESIGN Act and eIDAS regulations.
Process: Document routing, signature placement, identity verification, email notifications
Security: Tamper-proof signatures, complete audit trail, certificate of completion
Next Step: Deal is complete, moves to portfolio
Deal Complete
Description: Investment is finalized. All parties receive confirmation and executed documents.
Notifications: Email confirmations, document repository updates, portfolio additions
Next Step: Ongoing portfolio management and reporting
Portfolio Management
Description: Post-investment tracking and reporting. Investors monitor company progress, startups provide updates.
Features: Performance metrics, financial reporting, milestone tracking, communication tools
Access: Both investors and startups have dashboards for portfolio oversight