Upload

Q&A documents are tagged by investor + deal and appear in the Q&A log. Reference material is stored so the Ask assistant can use it, but it stays out of the Q&A log.
Export from LinkedIn → Settings & Privacy → Data privacy → Get a copy of your data → Connections. We match people to CRM firms by company and show them on each investor.
Excel & PDF load a one-time reader from the internet (then cached). PDFs/Excel show in the preview box to review before adding. A JSON file containing a crm list loads your investor directory.
📅 Import past meetings — upload or paste a JSON file shaped like:
{"meetings":[{"company":"Blue Vista","date":"2025-03-14","with":"Stew, Hayden","subject":"Seven Hills intro"}]}
Each meeting is matched to the CRM firm by company and shows on that investor's page under Meetings (date · who you met · subject). Duplicates are skipped; unmatched firms are reported.

Q&A archive

▸ Upload a document — click to expand

Upload anything you've sent — a deck, memo, model, or PDF — and tag who got it. It shows on that investor's CRM record under “What we've sent them.”
Files stay in this browser on this computer.

Documents sent — by deal & investor

Investor CRM

Type to search firm or contact. Press Enter to ask Tom a question, add a new investor, or log an update — e.g. “add Blackstone as a target BTR investor”, “who’s active in Texas?”, “log a call with PCCP today”.
No investor records yet. Load your BSR_CRM_investors.json on the Data / Upload tab, or click ➕ Add investor.

Active equity raises

Raise assistant

One bar does it all: ask questions, paste an email/feedback to update the tracker, add or move investors, or rename/edit the raise. You review before anything saves.
Click a company → CRM record
No active raises yet.

Notes

Jot pre-call thoughts, plan a trip, or capture an idea, and tag the investors it's about. Notes tile themselves automatically. Click into any note and type (saves as you go, @ tags an investor) · ☐+ Task adds a follow-up · ★ pins to the top · ✎ for the full editor.
No notes yet. Double-click anywhere below to start typing, or click ➕ New note — write pre-call thoughts, plan a trip (e.g. “LA — who to meet”), and tag the investors you want to talk to.

Investor presentations

Your deal scripts to read from or prep with. Pick a deal on the left; create a new one and let AI draft a script in your style from your past presentations.
Select a deal on the left, or create a new presentation.

Add Q&A

BrightSky overviewAll deals
Deal-specificOne deal

Investor

Raise feedback

Feedback by category — fill only what applies

Who we sent this to

Update the investors this document was sent to and the dates. This rewrites the recipient list for the whole document and refreshes each investor's CRM record.

Add a note or update → files to CRM

Paste an email, call note, or any update. AI figures out which investor it's about, logs the activity, captures any new contacts mentioned (no need to flag them), and pulls out status / check size / next steps. You review everything before it saves.
paste a screenshot (Ctrl+V), or dictate

Edit raise

Investors are added to a raise automatically when you log feedback. Editing the name here also adds it as a deal you can tag Q&A to.

Paste feedback → update raise tracker

Paste an email or note from a capital partner about this raise. AI matches it to the investor on the raise, sets their status, and fills the right feedback categories (rents, location, legislation, capital, structure…). You review before anything saves.
…or paste a screenshot (Ctrl+V) into the box

New note

🧹 Review & clean meetings

⚙ Settings

🔒 Your API key is stored only in this browser on this computer; it's sent nowhere except directly to Anthropic when you click “Get answer.” Without a key, answers come from your best archived match.
Default claude-opus-4-6; newest Opus is claude-opus-4-8.

✉ Your details (used to sign your meeting emails)

📲 Phone sync (your server)

Keeps this device and your phone in sync through your own server. Your data is encrypted on this device with the passphrase below before it's sent — the server only ever stores unreadable ciphertext, and every device needs the same passphrase. Set the same three values on each device.
Auto-syncs on open and after each change.

📧 Outlook (Microsoft 365)

Auto-pull investor emails into the CRM. Needs IT to register an app (one permission: Mail.Read) and the tool served from a web address / localhost — see Outlook_Integration_IT_Setup.md. Dormant until a Client ID is entered.

Draft a meeting email

Draft a short meeting request to this investor, written as a simple email from you. Fill the details, draft it (or write your own), then open it in Outlook. It opens without a recipient — just type your saved contact into the To field in Outlook and send. Nothing sends automatically.
T
Tom
Your IR assistant
Hi — I'm Tom. Ask about your investors, tell me what to change (e.g. “Set FCP to Cold”, “Log a call with PCCP today”), or say “schedule a meeting with [firm]”.