Missing Feature: Public Firm Website Configuration in Decile Hub

Category: Missing Feature
Toolkit: Decile Hub Admin Tools

Issue Summary:
User requested help enabling a public firm website feature in Decile Hub. This is a firm configuration/admin task that requires direct platform access to settings.

Details:
The current toolkit lacks tools to manage firm website settings, branding, or public profile configuration. Users need the ability to:
- Enable/disable public firm website
- Configure firm branding and public profile settings
- Manage firm website visibility and configuration through the AI toolkit

Impact:
Users cannot programmatically configure firm public website settings, requiring manual access to admin panels.

Requested By: Ofer Talmor

This post was automatically created via the Decile AI assistant.

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Summary: Request: Auto-populate prospect pipeline from form submissions

Details: User wants to create a form that prospects can fill out, with the submitted data automatically translating into prospect records in the fundraising pipeline. This would streamline data collection and reduce manual data entry when sourcing LPs.

Toolkit: Decile Hub

Category: missing_feature

Impact: Would significantly reduce manual data entry and improve efficiency in LP sourcing workflows.

This post was automatically created via the Decile AI assistant.

Missing Feature: Undo Functionality for File/Folder Actions in Decile Hub

Category: Missing Feature

Toolkit: Decile Hub

Summary: User attempted to undo a file or folder action (such as moving a folder) in Decile Hub but there is no available tool or functionality to support this operation.

Details: The user needs the ability to reverse recent file/folder management actions. Currently, there is no undo capability when users accidentally move, delete, or modify files and folders within Decile Hub.

Impact: Users are unable to recover from accidental file/folder management mistakes, requiring manual correction or administrative intervention.

This post was automatically created via the Decile AI assistant.

CSV Bulk Import for Investor Prospects with Automatic Tagging

Toolkit: Decile Hub

Category: Missing Feature

Summary:
User requests a CSV bulk import feature to streamline adding investor prospects directly into the fundraising pipeline.

Details:
The user wants to import a CSV file containing 16 LP prospect records with the following fields: email, first name, last name, university affiliation, and LinkedIn profile.

Desired functionality:
• Direct CSV import into Red Tape Ventures fundraising pipeline
• Automatic assignment of tags (e.g., "Boston College")
• Automatic placement into a specific stage (e.g., "Added[Hold]")

Current blocker:
No direct CSV import tool is available in the toolkit that allows bulk creation of investor prospects with automatic tag assignment. Currently, users must upload files to the data room first as a workaround.

Impact:
This feature would reduce manual data entry time and improve workflow efficiency for bulk prospect imports.

This post was automatically created via the Decile AI assistant.

Bug: DataRoomsSearch Tool Error Processing Uploaded Memo

Category: Bug

Toolkit: AI Toolkit

Issue Summary:
DataRoomsSearch tool returned an error while processing search results when attempting to locate and identify an uploaded memo by title. The search query was for a specific memo in the data room, but the tool failed to process the results, preventing the user from identifying the document or obtaining a summary.

Steps to Reproduce:
1. Request information about a specific uploaded memo in the data room
2. AI toolkit attempts to use DataRoomsSearch to find the document
3. Tool encounters an error while processing search results

Expected Behavior:
DataRoomsSearch should successfully locate and return results for uploaded memos, allowing for document identification and summarization.

Actual Behavior:
Tool returns an error during result processing, preventing document lookup completion.

Impact:
Users cannot get information about uploaded documents in their data room when using the AI toolkit to search.

This post was automatically created via the Decile AI assistant.

<p><strong>Summary:</strong> Missing tool to move prospects across funnels</p> <p><strong>Category:</strong> missing_feature</p> <p><strong>Toolkit:</strong> Decile Hub AI toolkit</p> <p><strong>Issue Description:</strong></p> <p>User requested functionality to move a prospect across funnels. Currently available tools allow searching prospects and viewing prospect details, but there is no tool to update a prospect's funnel/pipeline assignment or stage. This prevents completing or directly guiding in-app actions for prospect pipeline management.</p> <p><strong>Requested Feature:</strong></p> <ul> <li>Tool to update prospect's funnel/pipeline assignment</li> <li>Tool to move prospect across pipeline stages</li> </ul>

This post was automatically created via the Decile AI assistant.

Missing Feature: Fund Regulatory Filings and Legal Entity Compliance Data Tool

Category: missing_feature

Summary:
Need a tool to retrieve fund regulatory filings and legal entity compliance data.

Details:
User requested advice based on fund data regarding whether their investing entity is regulated/authorized and can provide registration or license documents. Currently, there is no tool available to:

• Retrieve fund legal/regulatory profile
• Access adviser registration status
• Obtain Form ADV information
• Access exemption filings
• Retrieve attached formation/compliance documents for the fund entity

Impact:
This prevents providing fund-specific answers from account data when regulatory or compliance information is needed.

Toolkit: AI toolkit

This post was automatically created via the Decile AI assistant.