Sign up as an investor
- Open Get started with VC OS and create an account or continue with Google. If prompted during onboarding, choose Investor.
- Open Settings → Billing after onboarding. You need a VC-enabled workspace to open Investment thesis and Deal Pipeline. Choose VC Solo for individual use or Fund for team seats and higher included usage. See current pricing.
- If a colleague invited you to a fund workspace, use their invitation and confirm that you are in the intended workspace before adding a deal.
Screen your first deal
- Open Thesis & Guardrails. Enter the sectors, stages, regions, cheque sizes, and exclusions you use for screening. Select Save Thesis.
- Open Deal Pipeline. Select Add Deal, enter the company name, and include the deck URL if you have one. Choose Add to Screening, then open the new deal from the board.
- With an eligible plan, select Review pitch deck and upload or select a PDF in DIALECTIC Premium. Review the credit cost before approving. Check the evidence behind the investment case and objections. Record the gaps you want to discuss with the founders.
- Draft an investment memo and prepare meeting questions from the deal. Check the names, financial figures, and conclusions against the original material. Update the deal stage and record your rationale when a decision is made.
For practice, add a fictional seed-stage industrial software company and write down the evidence you would need before advancing it. Your first result is a deal with a thesis-based screen, diligence questions, and a recorded next step.
If an action is unavailable, check your workspace and its plan in Billing. See how credits are tracked.