The product
The investment lifecycle, in one workspace
Aleva follows a deal from the first forwarded deck to the final distribution. Three chapters: evaluate together, decide on the record, manage for years.
Evaluate
One pipeline, not five inboxes
Every deal the partnership is considering sits in a shared pipeline with its stage, documents, and discussion attached. A forwarded deck becomes a deal record in seconds — and an AI memo turns fifty pages into one before the first partner call.
- Deal records with stage, type, and source — who brought it, and through whom
- A one-page AI memo per deck: business, terms, market, open questions
- Threaded partner discussion with attribution, on the deal instead of in email
- Each deal gets its own email address — forward anything and it files itself
Decide
The thesis, written down and locked
When the partnership commits, Aleva prompts for the reasoning and captures it as an immutable snapshot: why you did it, what you underwrote to, who put in what. Passes get a recorded reason too — future-you will want to know.
- Immutable thesis snapshot captured at the moment of commitment
- Allocations by partner and by entity — fund, LLC, or personal
- Lifecycle states from considering to exited, with every transition on the record
- Pass reasons kept permanently, so the same deal never gets re-litigated cold
Manage
The years after the wire
Capital calls, K-1s, GP updates, distributions — forwarded emails are parsed into amounts, due dates, and fund names, filed against the right deal, and surfaced on an obligations calendar the whole partnership can see. Nothing depends on one partner remembering.
- Capital calls parsed from email: amount, due date, fund — onto the calendar
- K-1s filed by deal and entity, findable next April and every April after
- Distributions and exits recorded against the original commitment
- Full-text search across every deal, document, and comment, forever
See it with your partnership’s deals in it
Onboarding starts with your live positions — thesis, documents, and capital call history included.