Fabric for investors

An active investor's information load is staggering. Dozens of pitch decks a month, each with a financial model, a market analysis, and a competitive landscape. Meeting notes from founder calls. Industry reports that inform a thesis. Follow-on diligence materials for deals moving forward. Portfolio company updates. And all of it accumulating across email, Google Drive, personal notes, and a CRM that tracks deal status but holds none of the substance. When a founder mentions a metric in a follow-up call, you know you've seen the same number somewhere in the original deck, but finding it means opening fifteen PDFs. When you're evaluating a new deal in a space you looked at six months ago, the market research you did then is somewhere in your files, probably.

Fabric gives investors one searchable workspace where every deck, model, note, report, and meeting record is findable by meaning across every deal, with an AI that pulls the right detail from the right document when you need it.

Every deal, every document, searchable by meaning

Deal materials arrive in every format: pitch decks as PDFs, financial models as spreadsheets, data rooms as document sets, meeting notes as voice recordings, market analysis as web articles and reports. They arrive by email, by link, by attachment, by shared drive. Within weeks, the substance of any deal is scattered across your inbox and your file system.

Fabric holds all of it in one place. AI search reads inside every deck, model, document, and note, and searches by meaning. Ask "what's the gross margin trajectory in the Series B deck from that logistics startup" and find the slide. Ask "which companies in my pipeline have ARR above 5M" and find the answer across every deck you've saved. The search doesn't care about filenames or folder structures. It finds things by what they say.

The AI assistant works from your deal materials. Ask it to compare two companies' unit economics, summarise a deck, pull together your notes from every meeting with a founder, or find the market sizing section across a set of decks in the same sector. It synthesises from your actual materials, not from the internet.

A space per deal, a view across the portfolio

Create a Fabric space for each deal. The pitch deck, the financial model, your meeting notes, diligence documents, emails from the founder, and your own analysis all live together. When you pick up a deal after two weeks of other work, everything is in one place and searchable.

Search works within a deal space for focused queries, and across all deals when you need the broad view. Looking for every SaaS company in your pipeline? Search across all spaces. Trying to remember which deal had the interesting approach to marketplace dynamics? Search by concept, not by company name.

Kanban boards give you a visual pipeline: deals organised by stage, movable as they progress. The cards are your actual deal spaces, not abstract entries, so clicking into a deal takes you to the full context.

Use tasks and reminders to track follow-ups per deal: send the term sheet, schedule the reference call, review the updated model. The tasks live alongside the deal materials they relate to.

Meeting notes that don't disappear

Investor-founder conversations are rich with signal. The founder's explanation of their churn dynamics, the way they describe the competitive landscape, the specific numbers they share verbally that aren't in the deck. All of it matters, and most of it vanishes after the call because the notes you took were shorthand that won't make sense next month.

Record founder calls and meetings with AI voice notes. The transcript becomes a searchable part of the deal record. When a co-investor asks what the founder said about customer concentration, you search for it and find the exact moment in the conversation. When you return to a deal after months, the full context of every meeting is there.

Forward founder emails to email-to-note and they join the deal space alongside your notes and the documents. The correspondence and the materials live together.

Data rooms and secure sharing

When you're sharing diligence materials with co-investors, sending deal memos to your partners, or providing portfolio companies with resources, publish any document or collection with password protection and link analytics. Track who has accessed the materials, when, and for how long. Update a document and the link serves the current version.

For receiving diligence materials from companies, the deal space serves as your side of the data room: every document the company shares is searchable alongside your own notes and analysis.

Use cases for investors

The workflows investors run in Fabric: managing deals with per-company spaces following the CRM pattern, conducting market research and competitive research that compounds across deals, capturing meeting notes from founder calls with transcription, running and receiving data rooms for diligence, and building a second brain for investment theses and sector knowledge.

An investor's day in Fabric

Morning. Three new decks arrived overnight. You save them to the workspace, each in its own deal space. You ask the AI assistant to summarise the key metrics and market positioning from each deck. In ten minutes, you have a read on all three without opening a single PDF manually.

Mid-morning. You have a founder call for a deal in diligence. You record the call with voice notes. Before the call, you searched the deal space and asked the AI to remind you what was discussed last time and what questions are outstanding.

Lunch. A partner asks about a sector you looked at last quarter. You search across all deal spaces for "B2B payments infrastructure" and pull together the decks, your notes, and the market research from three deals. The sector view builds itself from the materials you've already saved.

Afternoon. You're deep in diligence on a fintech deal. You annotate the financial model with questions for the founder, pinned to specific cells. You forward the founder's latest email to email-to-note so the correspondence is in the deal space.

End of day. You share your deal memo with two co-investors via tracked links. Tomorrow you'll see who's read it and follow up accordingly. You move the deal to the next stage on the kanban board.

Get started

Put every deck, model, and meeting note in one searchable workspace and stop losing deal context to email and scattered files. Try Fabric free.

For founders on the other side of the table, see Fabric for founders. For setting up data rooms and tracked sharing, see the data room and sales collateral workflows.

FAQs

Can I search across all my deal materials at once?

Yes. AI search reads inside every deck, model, document, and note across all your deal spaces and searches by meaning. Find a specific metric, a market sizing claim, or a competitive analysis across your full pipeline.

Can the AI compare two companies' decks or metrics?

Yes. The AI assistant can compare unit economics, market positioning, growth metrics, or any other dimension across deal materials. It synthesises from your actual documents.

Can I record and transcribe founder calls?

Yes. AI voice notes capture and transcribe meetings. The transcript becomes a searchable part of the deal record. Find what a founder said about churn, pricing, or competition by searching for it.

Can I create a space per deal?

Yes. Each deal gets its own space with the deck, model, notes, emails, and diligence documents together. Search within a deal for focused queries or across all deals for the broad view.

Can I track my deal pipeline visually?

Yes. Kanban boards let you organise deals by stage and move them as they progress. Each card links to the full deal space.

Can I share deal memos with co-investors and track who reads them?

Yes. Publish with password protection and link analytics. Create named tracking links per recipient and see who accessed the material, when, and for how long.

Can I annotate financial models and decks?

Yes. Annotate directly on any PDF, document, or spreadsheet. Pin questions and notes to specific spots for your own reference or to share with the founder.

Can I forward founder emails into a deal space?

Yes. Forward any email to your email-to-note address and it becomes part of the deal record, searchable alongside the deck and your notes.

Can I build sector-level views across multiple deals?

Yes. Search across all deal spaces by sector, theme, or business model. The AI can synthesise across deals in the same space, pulling together market sizing, competitive dynamics, and key metrics from multiple companies.

Can I track follow-ups and tasks per deal?

Yes. Tasks and reminders live in the deal space alongside the materials they relate to. Track reference calls, term sheet deadlines, and follow-up actions per deal.

Does it work on mobile for capturing notes between meetings?

Yes. The mobile app lets you jot notes, record voice memos, save documents, and search your workspace between meetings. Everything syncs to your full library.

Is my deal data secure?

Yes. Fabric uses AES-256 encryption, is CASA Tier 2 compliant, and does not use your data to train AI models. Deal materials are private by default and only visible to you unless you share them.

How is this different from using a CRM for deal management?

A CRM tracks deal status and contact information. Fabric holds the substance: the decks, the models, the meeting transcripts, the research, the emails. The difference is being able to search "what did the founder say about retention" and get an answer, rather than looking at a pipeline entry with a status field and no context behind it.