An AI workspace for VC research and portfolio work.

Give the research a clear data boundary

Choose permitted sources for each company and use the current access and sharing controls. ZDR, data residency and encryption are coming soon. The trust center explains the planned scope separately from the current service.

Sources: Workspace trust center

Choose a bounded research or portfolio task

Use the evidence you actually have. A founder statement, a company export, a public source, and an independently checked fact should remain distinguishable in the brief.

Reuse the research method, not another company’s facts

Create a Project for the company or review process and select its exact source packet. Keep stable research questions and evidence rules in an Agent’s instructions or Skills. Avoid putting confidential company-specific facts into a reusable Agent’s general reference knowledge.

Use Projects to organize separate company contexts, and use the account’s access and sharing controls to choose who can work with them. Select the permitted source files and intended recipients for each task.

Keep the source and its status visible

Ask for a source map showing where each consequential statement came from and which period it describes. Record conflicts rather than choosing a convenient number. Label company-reported metrics and keep them separate from interpretations or independent verification.

Preserve units, currencies, definitions, and missing values. Customer counts alone do not establish retention. A period’s total revenue does not by itself establish recurring revenue. Do not invent absent cohort, cash, contract, or approval data.

Save a brief people can interrogate

Ask for a named brief and a supporting evidence table or workbook. Review the actual saved files. A short presentation can summarize a checked analysis, but its claims and numbers must agree with the supporting sources.

When new information arrives, add a dated correction and revise every dependent table, summary, and slide. Attach the reviewed versions and open questions to a Planner task for the next authorized person. Sending questions to a founder or sharing a brief requires a separate deliberate action.

Sources: Office deliverables and revision checks · Durable review handoffs

Build a role around your review checklist

Configure a deal-brief Agent, diligence-question Agent, or portfolio-update Agent with a narrow role and selected Tools. Test the role on a known source packet, a missing fact, conflicting information, and a later correction. Keep the team’s judgment and approval process explicit.

Workspace prepares material for your team to inspect. It does not independently verify a company because a document was uploaded, grant data-room access, or make an investment decision. Compatible external assistants can use authorized Workspace tools; confirm their current client support and permissions.

Sources: Configure, test, and reuse custom Agents · External assistant authorization

Try a fictional deal-brief packet

The VC research starter includes reported metrics, source notes, and a later correction. Its authored checks reward preserving missing information and updating dependent claims. No generated memo, customer result, investment recommendation, or Agent performance is claimed.

Use the packet to judge source fidelity and review effort. Then test a different approved packet before deciding whether the method is useful for your own work.

Sources: Fictional VC research starter

Try it with a small example.

Before you use the result.

• Every consequential claim has a source and evidence status.
• Periods, currencies, definitions, and missing values remain visible.
• The brief does not turn an unverified claim into a checked fact.
• Corrections reach every dependent output; sharing access is reviewed separately.