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Capabilities

Everything your fund runs on. Set up your way.

CompeteWiser covers your VC workflow end to end: sourcing, intake, screening, diligence, IC, portfolio and LP reporting.

Get it where you already work: WhatsApp Email Desktop Mobile

01 · Deal intake & AI pitch deck screening

Forward it, and it's in.

Email or WhatsApp a deck. The deal is created, fields filled, duplicates caught.

Example · founder@razorpaid.in sends a deck. Razorpaid appears in your Inbox with 6 fields filled. On WhatsApp, email, desktop or mobile. See the Partner Command Center →

02 · New deal approvals

Every inbox, one queue.

Decks from every mailbox land in one place. Accept, reject with a reason, or attach to an existing deal.

Example · Stripeless sends an updated deck. It is flagged as a likely duplicate. On WhatsApp, email, desktop or mobile. See the Partner Command Center →

03 · VC pipeline management

Your stages, your words.

Your terms, fields, checklists, logo and currency.

Example · Rename "Deal" to "Opportunity". Go from 3 stages to 7 in a minute. On WhatsApp, email, desktop or mobile. See the Partner Command Center →

04 · Gates: automated deal screening

Every deal, judged by your rules. Automatically.

Your hard filters and scoring criteria run the moment a deal reaches a stage: manually, with agents, or with agents plus your review.

Example · "Seed, India, B2B SaaS, ARR above ₹5 Cr" runs on every deck that enters Deep dive. On WhatsApp, email, desktop or mobile. See the Partner Command Center →

05 · Agent army: due diligence for VC funds

Research done before the first call, by agents built for your fund.

Market, competitors, founders and red flags, ready before you dial in. Need a check we don't have yet? We build the agent for you.

Example · Market scan, founder check and claim check are ready on Razorpaid before the founder call. On WhatsApp, email, desktop or mobile. See the Partner Command Center →

06 · Agent actions

Agents act only when you approve.

Agents propose field updates, tasks and tags. Nothing changes without a yes.

Example · Claim Checker proposes "Update ARR to ₹1.6 Cr". Rohit approves it. On WhatsApp, email, desktop or mobile. See the Partner Command Center →

07 · Firm memory

Your fund remembers.

Every note, score and pass reason, searchable.

Example · Ask: "Which fintech deals did we pass on last year, and why?" On WhatsApp, email, desktop or mobile. See the Partner Command Center →

08 · Tasks & nudges

Tasks that chase themselves.

Every task has an owner, a due date and a reviewer. Reminders go out on their own, and overdue work shows up in the partner's digest.

Example · Idle for 7 days: the owner is nudged. Idle for 14: it shows up in the partner digest. On WhatsApp, email, desktop or mobile. See the Partner Command Center →

09 · Partner Command Center

See what needs you.

Attention queue, daily digest and call prep for partners, in one place.

Example · Monday 9am on WhatsApp: 3 new thesis-fit deals, 2 waiting on you, 2 stalled. On WhatsApp, email, desktop or mobile. See the Partner Command Center →

10 · Reporting

Where deals come from, and where they stall.

Conversion by stage, source and owner. Sent to partners every week.

Example · 800 deals in, 312 first looks, 96 deep dives, 22 at IC, 6 invested. On WhatsApp, email, desktop or mobile. See the Partner Command Center →

11 · Sourcing & Sector Watch

New companies and market moves in your sectors.

A deal sourcing feed for your thesis. Delivered daily, weekly or fortnightly.

Example · Every Monday: new B2B SaaS companies and funding rounds in your sectors. On WhatsApp, email, desktop or mobile. See the Partner Command Center →

12 · Spend control

Cap AI spend where you want it.

Spending caps by fund, person and action on your own key, with alerts when usage crosses a threshold you set.

Example · Rohit M. has used 2.4M of his 3M monthly tokens. You get an alert at 80%. On WhatsApp, email, desktop or mobile. See the Partner Command Center →
Fwd from ananya@quillford.vc → deals@quillford.vc
Razorpaid – Seed deck PDF · Razorpaid_Seed_Deck.pdf
Deal created in 14 seconds
RazorpaidInbox
SectorB2B SaaS
StageSeed
Ask₹4 Cr
ARR₹1.6 Cr
SourceEmail · Ananya R.
OwnerRohit M.
✓ Duplicate check: none found
Gates · RazorpaidFund II thesis · v3
✓ Sector fit Hard filter Pitch deck p.2
✓ Stage fit Hard filter MCA filing
✓ Cheque size Hard filter Pitch deck p.14
✓ ARR > ₹1 Cr Weight 30% Pitch deck p.7
4 Founder-market fit Criteria 4/5 LinkedIn
Overall score · drafted by agents78/100
Agent army · Razorpaid
AutoAssistedManual
Market sizing India B2B invoicing TAM ₹12,400 Cr. GSTN data 2025 Drafts, you approve
Founder check Six years running invoicing at a payments company. No red flags. LinkedIn Drafts, you approve
Numbers check Deck ARR ₹1.8 Cr vs filings ₹1.6 Cr. Gap flagged. MCA filing Drafts, you approve
Thesis fit Yes. Seed, B2B SaaS, cheque inside range. Fund II thesis Drafts, you approve
Attention queue3 need you
RazorpaidCleared all gates · score 78
StripelessDeep dive · 11 days
ZeptomaybeDeep dive · 9 days
FlipkartwheelFounder call 4:30 pm · prep ready
8:025G
CW
CompeteWiser Quillford · Fund II
Today

Morning Ananya 👋 Your pipeline today: 3 new thesis-fit deals · 2 waiting on you · 2 stalled · 1 passed deal worth a second look.

8:02
Open digest Show stuck deals
Ask your pipeline…
New Deal Approvals4 waiting · 3 inboxes
founder@razorpaid.in → deals@9:14
Razorpaid – Seed deck Duplicate? Deck.pdf
AcceptRejectAttach to existing
ceo@stripeless.in → ananya@8:52
Stripeless – updated deck Duplicate? Deck_v3.pdf
AcceptRejectAttach to existing
priya@zomatoes.co → deals@Yesterday
Zomatoes – Pre-seed intro Duplicate? Intro.pdf
AcceptRejectAttach to existing
team@zeptomaybe.in → rohit@Yesterday
Zeptomaybe – Q2 MIS Duplicate? MIS_Q2.xlsx
AcceptRejectAttach to existing
Razorpaid
Created 12 days agoIn stage 4 days
Fast ForwardInterestingAcceptReject
OverviewDiligenceGate ScoresAgent OutputsNotesFlow Log
SectorB2B SaaS
StageSeed · Deep dive
Ask₹4 Cr
ARR₹1.6 Cr
OwnerRohit M.
PartnerAnanya R.
Gate 1 cleared · Gate 2 in progress78/100
Data room · Razorpaid Pitch deck.pdfFinancials_Q2.xlsxCap table.xlsxMCA filing 2025.pdfCustomer list.csv Stored in Google Drive
Ask this deal What's their monthly burn?
About ₹38 L a month in Q2, down from ₹44 L in Q1. Runway is roughly 14 months at the current rate.
Financials_Q2.xlsxPitch deck p.11
Ask about Razorpaid's documents…
Gate 2 · Deep dive
Run this gate when a deal enters Deep dive
Move to IC when score ≥ 75
Sector and stage fitRequired
ARR above ₹1 CrRequired
Founder-market fit ≥ 4/5Sufficient
Competitor densityInformational
Numbers check · RazorpaidRan 4 min ago
Deck claims ARR ₹1.8 Cr. MCA filing and Q2 financials support ₹1.6 Cr. GST filings not yet verified. Proposed actions
Field Update ARR to ₹1.6 Cr Approve Dismiss
Task Create task: verify GST filings Approve Dismiss
Tag Tag: Fintech Approve Dismiss
PipelineWeekly partner report
WeekMonthQuarterCustom
Schedule this report
Avg deal ageing18 days4 days faster than last month
Acceptance rate11.6%93 of 800 this year
Stage funnel
Inbox800
First look312
Deep dive96
IC22
Invested6
Stagnant deals
Stripeless11 d
Zeptomaybe9 d
Canvasbag6 d
Workspace settings TerminologyField libraryStage checklistsBrandingCurrency
Terminology
Deal→Opportunity
Field library
ARRBurn / monthGST registered+ Tier-2 city focus
Stage checklist · Deep dive ✓ Reference calls (3) · ✓ MIS received · ○ Reference check
Brandingquillford-logo.svg uploaded
Workspace currency₹ INR · Crore / Lakh
Migration · from your current CRMDone by our team
Deal records→Deals, in your words✓ Mapped
Pipeline stages→Your 7 stages✓ Mapped
Scoring sheets→Gates 1–3✓ Mapped
Notes and files→Deal pages and data rooms✓ Mapped
Agent runs · September1,284 runs · 9.6M tokens on your key
Per fund Fund II 6.2M / 10M
Per person Rohit M. 2.4M / 3M
Per action IC memo drafts 1.1M / 2.5M
Per action Market scans 0.6M / 2M
For Partners

Partner Command Center: see what needs you, without asking anyone.

For partners who'd rather make the call than chase the update.

Attention queueAnanya R. · longest-waiting first
3 need you
StripelessDeep dive · IC decision needed
11 days Decide
ZeptomaybeTerm sheet review
9 days Review
RazorpaidCleared all gates · score 78 · brief ready
1 day Review
CanvasbagIC on Thursday · memo drafted by agents
Today Open memo
FlipkartwheelFounder call at 4:30 pm · prep ready
Today Call prep
8:025G
CW
CompeteWiser Quillford · Fund II
Today

Morning Ananya 👋 Your pipeline today: 3 new thesis-fit deals · 2 waiting on you · 2 stalled · 1 passed deal worth a second look.

8:02
Open digest Show stuck deals
Ask your pipeline…
Your pipeline, summarised on WhatsApp or email every morning.
Personalised Digest Your morning briefing. Only what changed and what needs you, on WhatsApp or email before your first coffee.
Pipeline Pulse The whole pipeline in one glance: what's new, what's moving, what's stuck, and what's waiting on you.
Call Prep Packet Walk into every call sharper than the founder expects. History, open questions and what changed, on one page.
Partner Deal Notes Your read on a deal, captured once and seen by the whole team. No more "what did the partner think?"
Work Tracker Everything you've asked your team for, and where it stands, without a single follow-up message.

Stop checking the pipeline. Let the pipeline check in with you.

For your whole team.

Each role gets the part of the work that needs a person. Agents do the rest.

Attention queue · Ananya R. 3 need you
Partners See what needs you, without asking anyone. Daily digest, attention queue, call prep.
IC memo · Razorpaid Draft ready
Principals & Associates Walk into IC with a memo that's already drafted, sourced and checked against your thesis. First draft in your fund template, ready to edit.
Research by Rohit M. · 6 sources Sent
Analysts Spend the day judging deals, not typing them in. Your research reaches the partner with sources and your name on it.

What we don't do.

✕ We don't hold your data hostage.
✕ We don't train on your data.
✕ We don't make investment decisions.
✕ We don't mark up AI usage.
The full list, on Trust & Security →

Coming soon.

Two more parts of the fund are joining the same workflow.

Coming soon LP Management & LP Reporting One live source for your LPs. Commitments, capital calls and quarterly LP updates, built from the same live deal and portfolio data your team already keeps.
Coming soon Sourcing New companies in your sectors, before they pitch you. Agents watch your sectors and bring you companies and market moves that match your thesis, daily, weekly or fortnightly.

What fund teams tell us.

From demo conversations with fund teams.

“Our old tool was a glorified Excel sheet. We used to do everything manually in Excel, and then we did everything manually in the tool. This actually does the work.”
Head of Operations & IR, AI/SaaS-focused fund
“The sub-factor scoring is amazing. I can see exactly why a deal scored the way it did.”
Investment analyst, early-stage fund
“This is the most complete product I've seen for a fund.”
Partner, early-stage fund
“Honestly, we loved using it. It's the first tool the whole team actually opened every day.”
Principal, early-stage fund

Questions about capabilities.

How do we automate first-pass screening of pitch decks?

Just forward the deck. In minutes, it's read, every number is pinned to its slide, it's run against your criteria and sorted into Review, Needs info, Watch or Pass. Your analysts start with a verdict to check, not a PDF to read.

We already use a CRM. Why switch?

Because your CRM records deals; it doesn't work them. The real work still happens in spreadsheets, research tabs and email threads around it. CompeteWiser does that work, from intake and screening to research, follow-ups and partner updates, in one flow, with your team approving every step.

How hard is it to move from our current CRM?

Not hard at all, because we do it. We move your records and rebuild your stages, criteria and gates the way your team already knows them. Most funds are live on real deals in two days or less.

No data migration

Your data stays where it is. We connect to it.

Inbox
founder@razorpaid.in · Seed deck
Re: Stripeless follow-up
Fwd: Zeptomaybe intro
Pipeline_2026.xlsx
Razorpaid | Seed | ₹4 Cr
Canvasbag | A | ₹18 Cr
Flipkartwheel | Seed | ₹3 Cr
Drive › Deals 2026
Razorpaid / Decks
Stripeless / DD
IC memos / Q3
WhatsApp · Partners
Ananya: where are we on Razorpaid?
Rohit: checking, will revert
Ananya: IC is Thursday
Notes
Stripeless call: follow up?
Zeptomaybe: ask for MIS
Canvasbag: IC prep
CRM · Contacts
2,341 contacts
Last synced 14 days ago
Duplicates: 86
CompeteWiser Quillford Capital · Fund II
Inbox
Razorpaid
B2B SaaS · Seed
First look
Flipkartwheel
Logistics · Seed
Deep dive
Stripeless
Fintech · Pre-A
Zeptomaybe
Quick commerce · Seed
IC
Canvasbag
D2C · Series A
Live now
Email Forward a deck, get alerts.
WhatsApp Share a deck, ask your pipeline, get a daily digest.
SMS Nudges and alerts. No app needed.
Google Drive OneDrive Dropbox Box Gmail Outlook Zoho

You don't migrate your way of working.

Bulk upload your existing pipeline from a spreadsheet in minutes.

See it on your own deals.

30 minutes. We show you how your process would run in CompeteWiser.

Schedule a demo