Governed investment intelligence
Katara for Investors turns deal files, research, and memos into one governed company brain, then puts agents to work on your diligence checklist and your brief templates.
Intelligence built from your own data, not another market-data feed. Runs on Katara infrastructure.
Deal files in Drive. Research in Notion and Substack. Memos in Docs. Every week someone on the team rebuilds the same context for an LP update, a portfolio founder, or a co-investor, and decides by hand who is allowed to see what.
Pointing a general AI assistant at all of it is fast, but it can't tell an LP from a founder, and it leaves no record of what was shared.
LPs see the LP collection. Portfolio founders see theirs. Co-investors get a time-limited slice. Everyone can query it from the AI tools they already use, and every query is logged.
Curated Collections · Permissioned MCP access
An agent in your team's Slack works through your diligence process, checks pitch-deck claims such as market size and competitive landscape against outside sources, and flags what doesn't hold up for a partner to review.
Managed agent · Custom diligence skills
Meeting notes, investment memos, and LP updates come out in your own templates and structure, drawn from the sources you approved.
Template-bound outputs · Your formats and processes
Katara for Investors is built on the same infrastructure every Katara customer uses. The investor-specific agents and templates sit on top; everything below comes with it automatically.
Katara for Investors
Katara infrastructure
Want to build your own application on Katara? Explore the platform
You start with a ready-made set of investor agents and templates. We tailor them to your process, your checklists, and your formats.
Drive, Docs, Sheets, websites, newsletters, and more, organized into Collections.
Decide which partners, LPs, founders, and co-investors see which Collections.
Deployed in your Slack with ready-made diligence and brief skills.
We adjust skills and templates to match how your team actually works.
Tell us how your fund shares information and runs diligence today. We'll show you what it looks like on Katara.
Large bank or regulated financial institution? See Katara for Financial Services →