Forward
For investors & scouts

Dealflow is a memory problem long before it's a decision problem.

You meet hundreds of founders a year, most of whom matter in eighteen months rather than this week. The cost of a weak system isn't a lost deal today — it's the warm relationship you can't recall when the round finally opens. Forward keeps the whole graph warm without turning you into a data-entry clerk.

Where the work actually leaks

Long cycles, short memory

A founder you passed on last year raises again and you've forgotten why you passed. Forward keeps the reasoning, the notes and the whole email history on the record.

Event bursts

Forty conversations in two days and a pocket of business cards. Dictate once; Forward creates the contacts, tags the source and dates the follow-ups across the coming week.

Intros you owe people

The most valuable thing you promise is usually an intro. Those promises get captured from your notes and email as dated tasks, not left to good intentions.

Portfolio drift

The quiet founder is the one you should call. Call Checkup surfaces portfolio contacts you haven't spoken to in too long.

A day with Forward

  1. 07:30

    Do Next: two founder replies owed, one intro promised last week, three check-ins with portfolio companies.

  2. 10:00

    Pitch meeting. Two minutes of dictation captures the metrics, the risk you flagged, and the diligence question you owe them.

  3. 13:15

    A data room link arrives; Forward logs it to the company's timeline and updates the open diligence task instead of duplicating it.

  4. 15:00

    You search a half-remembered thesis phrase in ⌘K and land on the founder you met in March.

  5. 17:00

    Everything you promised today has a date and an owner — you.

What you'll lean on most

A searchable memory

Full-text search across contacts, notes, deals and logged email, including tags, so you find people by what you remember rather than by name.

Notes that turn into structure

Paste or dictate messy meeting notes; Forward extracts companies, people, dated commitments and links them to the right records — asking rather than guessing when it's unsure.

Cadence for quiet relationships

Set a rhythm per relationship and let Call Checkup queue who to reach, so the network stays live between rounds.

Documents in one place

Decks, memos and models attached to the company record, encrypted at rest, previewable in-app including spreadsheets.

Questions

Can Forward track a fund's portfolio as well as dealflow?

Yes — run one pipeline for dealflow stages and treat portfolio companies as tagged relationships with their own cadence, so founder check-ins get scheduled rather than remembered.

Does it enrich company data automatically?

Forward fills in what it can read from your own email and notes — role, company, context — rather than buying third-party data. Everything on a record traces back to something you actually received.

Is my dealflow data private?

Your data is encrypted at rest, isolated per workspace by row-level security, and never used to train models. Documents are stored encrypted and only accessible to your workspace.

I meet people in bursts at events. Does that work?

Dictate or paste notes for a dozen people at once and Forward creates the contacts, tags them, and schedules the follow-ups — on business days, spread rather than dumped on one morning.

Forward is $19 a month flat with everything included, and your data leaves as clean CSVs whenever you want. If you evaluate it, use this test in week three: open it cold and see if it tells you who to call.