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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

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