Visualize portfolio data sitting in your inbox, with AI.

With Sagacity Dispatch, you can easily modernize your deal flow and follow-on analysis workflows by converting company updates into insights.  Your inbox will thank you.
Sagacity Dispatch
Parse investor updates and other documents in minutes, while keeping your data organized for later analysis.
“I clear my inbox on a weekly basis and this tool helps me do that.”

Laurent Span

Founder, SPAN Ventures

Unlock insights from your inbox.

Sagacity makes it easy for VCs to receive regular updates from their portfolio companies so they can make informed investment decisions.

Instant insights

Instantly convert emails into portfolio insights without the tedious work of manually combing through emails.
Instant insights email

Portfolio dashboard

Every piece of data collected is automatically stored for subsequent analysis.

Analyze with AI

Parse 32+ data points from emails, attachments and investment documents.

Document management

Dispatch stores emails and documents for later analysis and retrieval.

New features coming soon

Automated LP reporting
Mirror the format and style of your existing LP reports and automatically create new ones.
Document management tools
Documents, pitch decks, cap tables and more purpose-built for investors.
Pipeline & lead gen tools
Intelligently monitor and categorize your pipeline data with ease.


What is Dispatch and how does it work?

AI-powered data analysis at your fingertips.  We’re harnessing the latest in generative AI tech to empower solo GPs and emerging fund managers with an AI assistant that collects, maps and analyzes your data for you.

Simply forward an email that contains information you want to process to your unique Dispatch email address.  In less than a minute, you’ll receive an email with parsed data points contained within the email and attachments.  This email links to the company dashboard where you can validate the data, adding or editing data points as needed. The email body and attachments will be stored and organized in your dashboard.

What technology do you use to process emails?

At a high level, our proprietary model uses OpenAI’s GPT-4 for inference and natural language processing, as well as text extraction and machine learning for categorization.

How is this different from processing my own updates with an off-the-shelf language model?

Unlike standard APIs, our platform is customizable, designed to precisely identify and extract the most relevant data for your business, and present it in a standardized format. This not only streamlines data consumption but also ensures quick access to actionable insights, significantly enhancing decision-making. In essence, we offer a more intelligent, adaptive, and user-centric approach compared to traditional generative model APIs.  With that said, I encourage the use of these models in your daily work, as there are applications that don’t benefit from integration with your data model.

How do you verify the data is accurate?

We think any AI-generated data should be user verified, which is why we’ve built a validation step into the process.  This ensures the completeness and accuracy of your data.

How secure is my data?

The security of our customer’s data is paramount to what we do.  All data is stored in a SOC 2 type II compliant database, and is encrypted at rest and in transit, using industry standard AES 256-bit encryption.  Your data will never be used to train the OpenAI model, and will not be used to train our model without your consent.  For more information, see our privacy policy.

Does Dispatch process attachments, and if so what type of documents do you support?

Yes, it can process PDFs, DOCX, CSV, XLS and XLSX.

Data points parsed from company updates:
Annual revenue, annual recurring revenue, monthly recurring revenue, average acquisition cost, FTE, TTM, YTD revenue, company valuation, runway, number of customers, whether the company is actively raising, a description of the raise, a summary of the business update, a summary of the product update, support inquiry of investor company is asking for.

Data points parsed from financial statements:
Net income, cost of goods sold, total expenses, cash position, monthly cash burn.

Data points parsed from investment documents:
Pre-money valuation, post-money valuation, share price, liquidation preference, interest rate, conversion discount, valuation cap maturity date.