Platform

Your fund's data, structured and durable.

GPAgent-hosted agents run the fund work. Open APIs and MCP let OpenClaw, Claude Code, and custom agent fleets plug into the same record.

See API docs Generate an API key

How it flows

Five stages. The middle three are ours; the first and last are yours. The arrows are not a metaphor — they're HTTP.

Collaboration rails

Share live company lists without sharing the CRM.

Select companies in Deals and create a public-safe, read-only list for another investor, analyst, researcher, or agent. The list hides internal notes, stage, thesis, valuation, artifacts, and activity while keeping public profiles current.

POST/api/v1/public-shares/company-lists

GET/api/v1/public-shares

GET/api/public/share/companies/{publicId}

Share API docs

Deals CRM

Deal cards that remember the call.

Paste a deck, recording, note, or founder LinkedIn URL into the deal composer. GPAgent turns unambiguous links into structured deal artifacts, writes a readable activity trail, and keeps the GP in control with inline editing and undo.

Structured artifacts instead of loose comments

Pitch decks, call recordings, notes, and founder LinkedIn links become org-private artifact records.

Human-readable activity for humans and agents

The activity feed records what changed, who did it, and which artifact became current.

Keyboard-fast control without hidden state

Command-K, search focus, stage moves, filters, and undo all use the same app command system.

Recourse by design

Inline edit, clear, and undo keep automatic classification useful without making it irreversible.

Calder Signal

B2B revenue intelligence · Meeting

Current artifacts

https://docsend.com/view/pitch-deck

Pitch Deck

DocSend

Current

Call Recording

Fathom

Current

Deal Notes

Google Drive

Current

Partner attached Pitch Deck

GPAgent marked Pitch Deck current

Connect external agent fleets

GPAgent runs the core team. OpenClaw, Claude Code, n8n, and custom agents can read and write through the same rails.

openclaw — email-triage.md

# In OpenClaw, an investor-update email arrives via the gmail watch.
# The triage skill is purely clerical — POST raw email to GPAgent. No parsing.

curl -X POST https://www.gpagent.ai/api/v1/portfolio/companies/$SLUG/investor-updates \
  -H "Authorization: Bearer $GPAGENT_API_KEY" \
  -H "Content-Type: application/json" \
  -d "$(jq -n \
    --arg sourceRef "$GMAIL_THREAD_ID" \
    --arg from "$FROM_ADDRESS" \
    --arg subj "$SUBJECT" \
    --arg body "$EMAIL_BODY" \
    '{source: "email", sourceRef: $sourceRef,
      receivedAt: (now | todateiso8601 | sub("\\+00:00$"; "Z")),
      fromAddress: $from, subject: $subj, rawBody: $body}')"

# Idempotent on sourceRef — re-run safely. The Portfolio Analyst job
# extracts metrics + customers + recomputes fund stats from the raw rows.

Full skill spec at docs.openclaw.ai. Every investor-update email can land in GPAgent within minutes, the Portfolio Analyst job extracts metrics, and the dashboard updates.

What you get

Storage and structure are the unglamorous middle of the pipeline. We do them so your agents don't have to.

Durable raw recordkeeping

Every investor update preserved verbatim. Idempotent on sourceRef so replays are free.

Time-series metric snapshots

ARR, MRR, cash, burn, runway, headcount — extracted weekly into append-only rows.

Customer logo tracking

Tier classification (F100/F500/Enterprise/Mid/SMB) with full churn lifecycle.

Computed fund-level stats

Portfolio ARR growth, F500 logo coverage, marked + implied valuations. Recomputed and cached.

"Help your agents" UI

When extraction hits an unreadable attachment or ambiguous customer, GPAgent surfaces a fillable gap.

Multi-vehicle, multi-tenant data walls

Every row is org-scoped. Cross-org access returns 404. Audit table lives in code.

Public OpenAPI spec + reference

Bearer-keyed v1 API, machine-readable spec, human-readable docs. Stable on each minor.

Start with one. Run the fund on all of it.

Every product reads from and writes to this same record, and the same agent team works across all of them.

Agent Experience

Your fund, accessible to your agents.

LP Portal

Bring your investors closer.

AI Investing Team

Put specialists to work.

Deal CRM

Keep every opportunity connected.

Fundraising

Run your raise from one list.

Portfolio Intelligence

Stay close to company progress.

Onboarding a fund?

Talk to us. We'll set up your vehicle, hand you an API key, and walk through whichever ingest path fits your stack.

Talk to us about onboarding Read the API docs