> For the complete documentation index, see [llms.txt](https://alludium.gitbook.io/alludium-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://alludium.gitbook.io/alludium-docs/venture-capital.md).

# Venture Capital Workflows

Alludium VC is the venture-capital workflow pack for Alludium. It gives investment teams a structured way to run sourcing, deal rooms, screening, evaluation, diligence, IC preparation, closing, and portfolio handoff inside the same task and project model used by the rest of the platform.

The VC pack is first-class, but it is still pack-based. That means a workspace may need to activate or configure the relevant project setups before the VC workflows are available for project creation.

## What The VC Pack Adds

The VC pack includes:

* VC project setups
* VC task types
* VC agent templates
* VC skills and playbooks
* VC methodology documents and templates
* Recommended integrations for deal flow, sourcing, files, research, and communication
* Workspace variables used to tune fund thesis, geography, source policy, review thresholds, and operating cadence

## Core Setup Areas

The pack centers on two setup areas. Depending on the pack version and activation state, the visible Project Types page may show these as separate setup cards or as a pack-backed deal pipeline setup that unlocks the deal-room workflow.

| Setup area                     | Use it for                                                                                                                                          |
| ------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Origination and deal flow**  | A standing sourcing motion that configures source coverage, credential readiness, review policy, promotion thresholds, and recurring sourcing work. |
| **Deal pipeline or deal room** | One investment opportunity from intake or promotion through screening, evaluation, diligence, IC, closing, and portfolio handoff.                   |

Origination and deal-room work are intentionally separate even when the current workspace shows a consolidated setup label. Origination finds, enriches, deduplicates, scores, and promotes candidates. Deal-room work starts after a candidate is promoted or a partner explicitly creates an opportunity workspace.

## Typical VC Flow

1. Configure workspace variables, source policy, integrations, and schedules.
2. Run or review origination tasks to build a candidate backlog.
3. Enrich, deduplicate, score, and screen candidates.
4. Promote approved candidates into VC Deal Rooms.
5. Capture opportunity intake, source material, founder materials, and meeting records.
6. Run investment fit screening and focused evaluation.
7. Prepare decision review, IC materials, and decision records.
8. Run formal diligence, term-sheet, legal, closing, and portfolio handoff tasks when the deal advances.

## Human Approval Boundaries

The pack is designed around reviewable work. Setup, source configuration, recurring schedules, CRM writes, founder outreach, Deal Room creation, and external record updates should be reviewed before they take effect. Tasks can prepare proposals and artifacts; humans approve the actions that change external systems, contact founders, or create live project records.

## In This Section

* **VC Workspace Setup** - How to prepare the workspace, project setups, variables, schedules, and integrations.
* **Origination and Deal Flow** - How the standing sourcing pipeline works.
* **VC Deal Rooms** - How opportunity projects are structured.
* **Screening, Evaluation, and Diligence** - How early evaluation differs from formal diligence.
* **IC, Closing, and Portfolio Handoff** - How decisioning, transaction work, and post-investment handoff fit together.
* **VC Agents, Skills, and Integrations** - The main role-specific agents and external systems used by the pack.


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