Solutions

Investors

Investors

Deal flow, portfolio and network in one place

Track every founder from first intro to investment committee, see who on your team knows them best, and keep the whole fund working from the same records.

app.k3x.ai

Kitebird

Home

Inbox

4

Tasks

9

Commands

RECORDS

Companies

People

Deals

LISTS

Sales pipeline

Renewals Q4

Partners

Hiring

MC

Maya Chen

maya@kitebird.com

Deal flow ยท Fund III

Board

Deployed

$46M

of $120M

MC

LB

PN

Sourced

2

Tallow

Payroll for restaurants

Seed ยท $4M

Warm intro

via

MC

Maya Chen

Quarry

Data catalogue for SMBs

Pre-seed ยท $1.5M

via

LB

Leo Brandt

Add company

First meeting

2

Wren Health

Care coordination

Series A ยท $12M

Lead

via

PN

Priya Nair

Fennel

Carbon accounting

Seed ยท $3M

via

SO

Sam Okafor

Add company

Diligence

2

Ledgerly

Close automation for finance

Series A ยท $15M

Data room

via

MC

Maya Chen

Mosaic Bio

Lab scheduling

Seed ยท $5M

via

JW

Jonas Weber

Add company

IC

2

Kiln

Inventory for D2C brands

Series A ยท $10M

IC Thu

via

LB

Leo Brandt

Pilotwave

Field service scheduling

Seed ยท $4.5M

via

PN

Priya Nair

Add company

Invested

1

Lumen Labs

Developer tools

Series B ยท $42M

Closed

via

MC

Maya Chen

Add company

app.k3x.ai

Kitebird

Home

Inbox

4

Tasks

9

Commands

RECORDS

Companies

People

Deals

LISTS

Sales pipeline

Renewals Q4

Partners

Hiring

MC

Maya Chen

maya@kitebird.com

Deal flow ยท Fund III

Board

MC

LB

PN

Sourced

2

Tallow

Payroll for restaurants

Seed ยท $4M

Warm intro

via

MC

Maya Chen

Quarry

Data catalogue for SMBs

Pre-seed ยท $1.5M

via

LB

Leo Brandt

Add company

First meeting

2

Wren Health

Care coordination

Series A ยท $12M

Lead

via

PN

Priya Nair

Fennel

Carbon accounting

Seed ยท $3M

via

SO

Sam Okafor

Add company

1 view

of every founder, company and intro across the fund

4 min

from a forwarded deck to a deal with founders and round filled in

$399

a month, flat, for your whole fund

Templates

Start from a template. Six lists for funds, and for founders raising.

Deal flow

Companies

Stage

Round

Check size

Source

Deal flow

Every company from sourced to invested, with the round, check size and source.

Fundraising

Investors

Status

Commitment

Partner

Last contact

Fundraising

For founders raising: investors by status, commitment and the partner youโ€™re talking to.

Portfolio

Companies

Invested

Ownership

Valuation

Board seat

Portfolio

Companies youโ€™ve backed, with ownership, last valuation and who sits on the board.

Co-investors

Investors

Fund size

Stage focus

Shared deals

Connection

Co-investors

Funds you invest alongside, their stage focus and the deals youโ€™ve shared.

LP relations

People

Commitment

Fund

Last update

Owner

LP relations

Limited partners with their commitment, fund and when they last heard from you.

Founder network

People

Company

Intro by

Connection

Last met

Founder network

Founders and operators you know, who introduced them and how well you know them.

How it works

A CRM that fits a fund. Founders, rounds and intros, linked.

STEP 1

Forward decks, get deals

Send a pitch email to your K3X address. The company, founders and round are created and linked, with the deck attached.

STEP 2

Find the warm path

Connection strength from every partnerโ€™s inbox and calendar shows who knows a founder best, before anyone reaches out.

STEP 3

Run IC from the record

Notes, diligence and the memo live on the deal. Move it to IC and the whole partnership sees the same thing.

Companies

Ledgerly

Ledgerly

Diligence

Fintech ยท London ยท 28 people

Round

Series A ยท $15M

Our check

$6M, lead

Deal lead

MC

Maya Chen

Intro by

Ava Lindqvist, angel

IC date

Oct 23

Co-investors

Halcyon, Eastline Capital

Commands

Who on the team knows Ledgerlyโ€™s founders?

Maya knows Ana Duarte well: 31 emails and 4 meetings since 2023. Leo met the CTO once at a dinner in March.

Gmail

Calendar

Investor questions

Can we track founders, rounds and co-investors separately?

How is connection strength worked out?

Can founders use K3X to fundraise?

Can we keep some deals private?

Give the whole fund one view of every deal

Start a 7-day free trial, connect your inboxes, and your network and deal flow fill in from day one.

Give the whole fund one view of every deal

Start a 7-day free trial, connect your inboxes, and your network and deal flow fill in from day one.

Give the whole fund one view of every deal

Start a 7-day free trial, connect your inboxes, and your network and deal flow fill in from day one.

K3X

The K3X letter

Product updates, pipeline ideas and what the best revenue teams are trying. Once a month.

ยฉ 2026 K3X Inc. All rights reserved.