For VCs and investors
Six days to committee. One answer still missing.
In Plexii, the deal gets one desk.
The problem
Before investment committee the model is in one window, the call notes in another and the memo in a third. A portfolio company that needs attention can take the rest of your week.
In the video: “Six days to investment committee. The model in one window, call notes in another, the memo in a third.”
How PlexiDesk handles it
In PlexiDesk, the deal gets one desk. A desk is one canvas for one piece of work, and the video tours three of its widgets:
What's still open
In the video: “Every workstream, and what's still open.”
A Table widget tracks every workstream on the deal and what is still open.
What decides it
In the video: “The one answer the deal hangs on.”
A Card widget calls out the one answer the deal depends on.
The memo
In the video: “The memo, written with everything in view.”
A Page widget is where the memo is written, with everything it draws on in view.
When something else comes up
In the video: “Then a portfolio company runs low on cash. Switch desks, nothing to rebuild. The deal waits where you left it.”
The other job gets a desk of its own, so switching does not mean packing anything away. In the video, “Tidewell Series A” stays exactly as it was while “Fund II portfolio” is open. Open desks sit side by side as tabs in the open items strip, a click apart, and Resume writes a short note on where a desk stands for when you come back to it.
The deal on one desk, the portfolio on another.
Try it
Every desk template lists the widgets it needs and how to set it up in PlexiDesk, or you can create a desk from scratch.
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Transcript
Six days to investment committee. The model in one window, call notes in another, the memo in a third. In Plexii, the deal gets one desk. Every workstream, and what's still open. The one answer the deal hangs on. The memo, written with everything in view. Then a portfolio company runs low on cash. Switch desks, nothing to rebuild. The deal waits where you left it. The deal on one desk, the portfolio on another.
Real app footage of a demo desk with sample data. The illustrations and the voice are AI-generated.