How It Works

A structured workflow from
first look to final conviction.

Vetrn layers intelligence on top of your existing process at every stage — from the moment a deck lands in your inbox to the day you walk into IC. No operational overhaul. No new stack. Just sharper, faster decisions.

Six steps. Fully integrated.
End to end.

Each step in the Vetrn workflow maps directly to a pain point in the way early-stage fund teams currently operate.

01

Upload Your Investment Thesis

The first thing you do in Vetrn is upload your fund’s investment thesis — a document, deck, or brief. Vetrn’s thesis engine structurally analyses it to extract your sector focus, stage preference, geography, check size parameters, and strategic constraints. This becomes your fund’s internal intelligence layer — the lens through which every deal is evaluated from this point forward.

You can update the thesis at any time. Changes propagate across all active deals automatically.

One-time setupSector extractionStage parametersCheck size mappingStrategic constraints
02

Ingest a Pitch Deck — Get Instant Thesis Fit

Upload any pitch deck. Vetrn parses the full document, extracts signals across team quality, traction, GTM, market sizing, product differentiation, and moat — and instantly benchmarks the deal against your thesis. The result is a clear Fit classification: Strong, Partial, or Weak.

Crucially, you get explicit reasoning behind the score — not just a label — and a list of gaps vs. your thesis, plus analyst-ready clarifying questions to take into the first call. Weak-fit deals are triaged out early. Strong-fit deals move forward with structured context already built.

Strong / Partial / WeakExplicit reasoningGap analysisClarifying questionsSignal extraction
03

Trigger Vedi & Vetra — Deep Agentic Analysis

For deals that pass initial thesis fit, trigger Vedi (Company Intelligence) and Vetra (Sector Intelligence) — Vetrn’s two agentic analysis engines. Each deploys multiple specialised agents with distinct roles, coordinated by an orchestrator, to conduct simultaneous deep research across every relevant dimension of the deal and its market.

Vedi and Vetra run independently of each other by design. This ensures your sector intelligence is never shaped by a founder’s narrative — you get an objective read on both the company and the market it operates in.

Multiple agents eachOrchestrated automaticallyVedi: company analysisVetra: sector analysisIndependent outputs
04

Build the Data Room — Everything in One Place

Upload supporting materials as they come in — financial statements, cap tables, legal documents, customer contracts, technical architecture docs, market reports. Vetrn parses every document and integrates it into the deal’s persistent intelligence layer via Vetrn Memory.

From this point forward, every piece of information about the deal — deck, research outputs, data room docs, and everything that follows — is queryable through the deal chat interface with full context intact. Nothing is siloed. Nothing gets lost.

Vetrn Memory-poweredFinancials & cap tablesLegal documentsContractsQueryable AI chat
05

Activate the Meeting Copilot — Go In Prepared

Before and during founder calls, the Meeting Copilot draws on everything Vetrn already knows about the deal to support the conversation in real time. It surfaces follow-up questions relevant to what’s been verified, flags claims that contradict known data, and identifies areas where critical information is still missing.

After the call, a structured summary is auto-generated — covering key claims made, risk indicators surfaced, inconsistencies flagged, and an open research checklist of items still to verify before IC. Meetings stop being reactive. They become structured intelligence sessions.

Real-timeClaim verificationInconsistency detectionPost-call summaryOpen research checklist
06

Prepare for IC — Structured Memos in Hours

When you’re ready to move to IC, pull together the deal’s full intelligence output into a structured, citation-backed investment memo. Every section is formatted for investment committee use — not raw AI output, not rough notes. Organised, reasoned, and exportable in minutes.

Share the deal across your team. Every analyst sees the same intelligence, the same verified claims, the same open questions. IC prep that used to take days now takes hours — and the quality is consistent regardless of who’s running it.

IC-ready exportCitation-backedPDF generationTeam sharingFull audit trail

No new operating model.
Just a sharper one.

Vetrn is designed to layer on top of what you already do. It doesn’t replace your process — it upgrades every step of it.

Works with any deck format

PDF, PPTX, or link. Vetrn ingests whatever comes in through your existing inbound channels.

Multi-analyst collaboration

Multiple team members can work on the same deal simultaneously. Shared outputs, shared intelligence, consistent standards.

Secure data room

All documents — including sensitive financials and legal materials — are stored securely and accessible only to your team.

Export at any stage

Pull structured reports and memos at any point in the process. Don’t wait until IC — export partial outputs for partner review at any step.

Every role on the team
gets something different from Vetrn.

The workflow serves different needs depending on where you sit in the fund’s decision-making process.

Analysts

Stop doing research manually.
Start building conviction.

  • Replace hours of manual desk research with structured, verified outputs delivered automatically
  • Enter every founder call with a prepared question set grounded in what’s already been verified
  • Never leave a call without a complete structured record — post-call summaries are auto-generated
  • Prepare IC memos in a fraction of the time with citation-backed exports
Partners & Decision-Makers

Better information.
Faster to conviction.

  • Spend less time on weak-fit deals — thesis fit is scored and reasoned before anything reaches your desk
  • Review structured, IC-formatted deal intelligence rather than rough analyst notes
  • Get a consistent research standard across the team — quality doesn’t depend on who’s running the deal
  • Receive pre-qualified founder deal flow matched to your thesis — without cold outreach

Things teams ask
before getting started.

A few answers to the questions we hear most often from fund teams evaluating Vetrn.

How long does it take to get set up?

The fund onboarding process — uploading your thesis and configuring your intelligence layer — takes less than 30 minutes. You can be evaluating your first deal the same day. No technical implementation required.

Does Vetrn replace our analysts?

No. Vetrn is designed to augment analyst capabilities, not replace them. It handles the research-heavy, time-intensive parts of the process — so analysts can focus on judgment, relationships, and conviction-building. The best use of an analyst is not running a Google search at 11pm.

How accurate are Vedi and Vetra’s outputs?

Both engines are built with verifier loops and multi-model cross-validation to reduce hallucination and bias. All claims in the output are sourced and flagged as verified or unverified. We’re transparent about what the agents found and what they couldn’t confirm — because that distinction matters when you’re making investment decisions.

Can we customise what the agents research?

Yes. Vedi and Vetra can be configured at the firm level — you decide which research dimensions are prioritised, how deep each one goes, and which agents are active. Every fund focuses on different things. Your intelligence output should reflect that.

Is our deal data secure?

All deal data — including data room documents, financial statements, and legal materials — is stored securely and is only accessible to your fund’s team. We do not train our models on your data, and founder data submitted through the matchmaking flow is handled with appropriate access controls.

What stage funds is Vetrn built for?

Vetrn is optimised for Seed to Series B funds — the stage range where deal volume is high, team sizes are lean, and the pressure to evaluate fast without sacrificing rigour is felt most acutely. Larger funds or growth-stage teams may find parts of the product useful, but the workflow is designed around early-stage decision-making.

See the workflow in action.

We’ll walk through a live deal — from deck upload to IC-ready output — so you can see exactly how Vetrn fits into your process.

Book a DemoExplore Vedi & Vetra →