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Match & Discovery

Saved views on the relationship book

The book (/app/investors) ships with preset lenses from the advisor playbook:

  • All, Hot, Tier A: your working priorities.
  • On a raise, Not on a raise: mandate coverage.
  • Needs follow-up: on a raise and more than 14 days cold. The money view; check it daily.
  • Reachable, From Match: provenance and contactability.

Each chip shows a live count. Views are filters, not folders: one investor appears in every view they qualify for.

Updated July 30, 2026

Run your next raise on the thing this article describes.
Start free with one raise, no card. And a human still reads every message, usually same day.