CTD for Investors

VC and PE firms use CTD to source deals, support portfolio companies, and strengthen LP relationships through warm introductions.

CTD for investors: overview

How VC and PE firms use CTD across the full investment lifecycle.

Deal sourcing with warm paths

Find founders, companies, and co-investors through trusted mutual connections.

Supporting portfolio companies

Help portfolio CEOs find customers, hires, and partners through your firm's network.

Portfolio introductions skill MCP

Turn a portfolio company's target-account list into ranked warm paths through your firm's network — one command in Claude.

LP relationship management

Track and strengthen relationships with limited partners using network intelligence.

Founder-to-founder introductions

Facilitate introductions between portfolio founders to accelerate growth.

Setting up CTD for your firm

Configure team accounts, external members, and CRM sync for an investment firm.

Investor use case playbook

Detailed playbooks for deal sourcing, diligence, and portfolio value-add.