Bumped into a formatting issue on the investment committee tab
Community Member
Yesterday
Community Member
I'm trying to rename filenames in my data room, and there's a bug that's preventing me from doing so. When I click on the file name, it opens a new window with the document itself. It also is automatically adding a .pdf extension even if a .pdf extension is already on the filename.
Wednesday, September 23
Community Member
Recently whatsapp is introducing usernames which means the phone field is not weird... how do you plan to work on that? Should it be a label change or more needs to happen?
Tuesday, September 22
Community Member
We are arranging an event - a private dinner with limited seating.
We want the flow to be:
- Invitee requests to attend
- We either confirm or reject
However, as far as we can tell, on the event page as soon as the invitee requests to attend it will mark him as registered.
Is there any way to implement this flow?
Monday, September 21
Community Member
Hi, given the new feature of whatsapp usernames can we have a field for that. In our country it's already out and some people we are adding we do not have their phones just usernames
Friday, September 4
Community Member
Hi, I started using the Newsletters and Files to run SPV deals. However, there's no "Sign an NDA" feature available before they see the full IM that I saved in Files. This is critical as some of the info can be confidential. Could this be added?
Thursday, September 3
Community Member
For venture studio adjacency can we get the DEX recommendation
Recommendation
Recommendation
If the locking and audit trail are material to your LP or auditor commitments, I'd suggest raising this as a feature request with the Decile team directly, since audit trail functionality is something the community has been asking for. In the meantime, the data room + manual amendment log approach is the most defensible workaround available today.
Origin:
We add to every portfolio company an assigned one of three deal source designations at the time of initial investment:
STUDIO_ORIGINATED, the company was built inside or directly by the Grow Cycle Solutions studio before the fund invested.
STUDIO_REFERRED, the company was introduced to the fund by the studio or a studio partner but was not built by the studio.
MARKET_SOURCED, the company was sourced through the fund's independent deal flow, with no studio involvement in the introduction.
This designation is set at closing, timestamped, and locked against editing. Any subsequent change requires a dated Amendment Log entry stating the prior value, the new value, the reason for the change, and the name of the person who made it. The Amendment Log is available to LPs and auditors on request.
in decilehub?
DEX RESPONSE - This is a great question about whether Decile Hub's data model can accommodate a custom deal-source designation field with the locking and audit-trail behavior you've described. Let me search the knowledge base for what's actually supported.
Here's an honest breakdown of what Decile Hub can and cannot do for your deal-source designation policy:
What Hub supports today
Hub does have custom fields on deal pipeline records (including a custom dropdown field with limited options, per community replies). You could create a dropdown called something like "Deal Source Designation" with the three values: STUDIOORIGINATED, STUDIOREFERRED, and MARKET_SOURCED. That covers the core tagging requirement.
What Hub does NOT natively support
The specific controls your policy requires go beyond what Hub currently offers out of the box:
- Field locking at closing. Hub does not have a native "lock this field after a certain event" mechanism. Nothing prevents a team member from editing the designation after it is set.
- Timestamped designation at closing. Hub tracks when records are created and modified generally, but there is no native "set this field at closing and timestamp it" workflow.
- Amendment Log with prior value, new value, reason, and author. Hub does not have a structured amendment log for custom field changes. The community has explicitly requested audit trail functionality for field edits and commitment changes, and as of the knowledge base results, it is not yet available as a built-in feature.
- LP/auditor-accessible Amendment Log. There is no native mechanism to expose a field-change history to LP data room viewers.
Practical workaround
You can approximate this policy inside Hub using a combination of:
- A custom dropdown field on the deal/organization record for the designation itself.
- A notes or text field (or a pinned note on the deal) where you manually log any amendment: prior value, new value, reason, date, and name of the person who made the change.
- A document in the LP data room (a simple Amendment Log file) that you update and version whenever a change is made, giving LPs and auditors access to it there.
The enforcement and locking, though, would be procedural (team discipline and process) rather than technical. Hub cannot currently prevent an edit or auto-enforce the amendment requirement.
Tuesday, September 1
Community Member
Would be great if PACT and LPA landing pages had open/view analytics similar to what hubspot or other crm systems show with email tracking. At minimum knowing if a prospect opened the links or not would be helpful before reaching out to them again.
Tuesday, August 25
Community Member
When publishing newsletters, it is not clear if I have to publish before I schedule an email. I'm expecting that after setting the scheduled date/time to send, it will send without me having to click "publish".
Sunday, August 23
Community Member
With Newsletters, it would be great if under the recipients list, there could be a checkbox to exclude a recipient. For instance, I'm sending newsletters to my SPV investors, which also includes LPs, but the LPs have already received an LP specific newsletter.
Thank you,
Eric
Thank you,
Eric
Friday, August 21
Community Member
I'm confused as to how the tasks system works... I see that in the deal I can assign a stage to a person and i can also assign the deal in general... but how do I automatically assign individual tasks ?
Wednesday, August 19
Community Member
Is there a way to manage folder permissions for a small data room in Hub?
For example, I have one folder "Fund Overview" with the LP presentation, ExecSum and FAQs. Then I could have a separate folder(s) for a more detailed data room supplement. But I only grant access to that second folder for serious investors who ask for it.
I could create two separate data rooms that both contain "Fund Overview" (either with or without the supplemental folders), but then I have to update versions across 2 separate "Fund Overview" folders manually to keep them in sync. This could be managed by instead creating a hyperlink in the detailed data room that goes back to the "Fund Overview" folder.
I'm not sure what the best way to do this is inside the Hub data room. Any guidance is appreciated. Thanks
For example, I have one folder "Fund Overview" with the LP presentation, ExecSum and FAQs. Then I could have a separate folder(s) for a more detailed data room supplement. But I only grant access to that second folder for serious investors who ask for it.
I could create two separate data rooms that both contain "Fund Overview" (either with or without the supplemental folders), but then I have to update versions across 2 separate "Fund Overview" folders manually to keep them in sync. This could be managed by instead creating a hyperlink in the detailed data room that goes back to the "Fund Overview" folder.
I'm not sure what the best way to do this is inside the Hub data room. Any guidance is appreciated. Thanks
Tuesday, August 18
Community Member
Bug in MCP documentation . instructions for claude code mcp should not contain ${} as the token should be after the :
Community Member
One last bit of feedback on Inbound Emails. I've noticed a lot of them are not actionable. It would help if AI could filter out and focus on those emails with action items or requests I need to reply to. This is where I could really use the help, especially to make sure an important email doesn't fall through the cracks.
Monday, August 17
Community Member
I love the Inbound Email tool to help put focus on relevant emails in my pipelines. Would it be possible to update this to capture inbound emails only from those who are in the given pipeline? Right now, it appears that the list of the same Inbound Emails is showing across all pipelines. Thank you!
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