The product
The investment lifecycle, in one workspace
Aleva follows a deal from the first forwarded deck to the final distribution. Five chapters: evaluate together, run the AI diligence, discuss in two rooms, 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, grouped by decision urgency. A forwarded deck becomes a deal record in seconds - and the pipeline shows who still owes a lean.
- Deal records with stage, type, and source - who brought it, and through whom
- One pipeline across partnerships, grouped by what needs a decision
- Leans and diligence progress visible at a glance, so nothing stalls silently
- Each deal gets its own email address - forward anything and it files itself
AI diligence
Fifty pages become one memo
Drop the deck and run the analysis you need: a one-page memo, a question list for the sponsor call, a red-flag scan, or a term review benchmarked against market. Every claim cites the documents you gave it.
- Initial memo: business, team, market, traction, terms, why yes, why not
- Question lists grouped by theme, sharp enough to open the first call
- Red-flag scans and term reviews that name what is off-market
- Runs in about half a minute, saved to the deal for every partner
Discuss
Two rooms, one deal
Partner discussion stays private to the partnership, permanently. When you want outside eyes, open a forum on the deal and seat the people you trust: they see the room you gave them, never the one you kept.
- Private discussion with partner attribution, on the record
- A public forum per shared deal, seated share by share
- Hosts moderate: hide comments, mute or remove participants, close the room
- The boundary is enforced in the database, not just the interface
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.