Scores every investor in your database and sorts them into action cohorts — who to sequence now, who to nurture, and who to archive. Run this periodically, not per-deal.
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Investor
Check Size
Thesis Focus
Fit Score
Stage
Last Touch
◷
Select a conversation
—Emails Sent
—Open Rate
—Click Rate
—Replies
—Delivered
—Failed
—Bounce Rate
—Queued
Active Sequences
Daily Send Velocity
Last 30 days — weekdays only
Daily Cap
Send Window8:00 AM – 6:00 PM
DaysMon – Fri
Today's Sends—
Cap Remaining—
Est. Completion—
Total Contacts—
Deliverability HealthChecking…
Ledger · Deal Room Setup
Live
01 Overview
02 Terms
03 Highlights
04 Documents
05 Access
06 Review
01
Overview
What's the deal?
Name the deal, identify the sponsor, asset class, and primary market.
Up to five investment highlights — each one displayed prominently in the LP room.
Publishing
1
Packaging deal configuration
2
Encrypting document links
3
Generating access controls
4
Building investor portal
5
Room is live
Your Deal Room is Live
Sequence
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Pre-Meeting Brief
AI-generated · Ledger Intelligence
Generating brief...
Settings
Connections & sequence configuration
Email DNS Setup
Add these records to your domain's DNS so outbound emails are authenticated
and trusted by Gmail, Outlook, and spam filters. Without them, emails may land
in spam or get blocked. Add them once — they never need to change.
Loading DNS records…
Inbox Connection
Connect your real inbox so investor replies sync automatically — no
forwarding rules or separate email address needed. Ledger reads your
inbox via OAuth and never stores your password.
Gmail
Checking…
Outlook / Microsoft 365
Checking…
Resend Delivery Webhook
Paste this URL into Resend → Webhooks to track bounces and delivery status
Copy
Auto-update profiles on reply
AI reads inbound emails and updates investor records
Sender Identity
Loading...
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AI Features
Reply Parsing + Profile Updates
Active — GPT-4o-mini · runs on inbound reply
Pre-Meeting Brief
Active — generates on demand
Next Best Action
Active — rule-based engine
Add Investor
New contact is scored and segmented immediately
Import Investors
CSV import — bad emails and duplicates flagged automatically
↑
Drop a CSV file here, or click to browse
name, email, firm, check, geography, focus · up to 5,000 rows
Expected columns: name · email · firm · check · geo · focus — column order is auto-detected