Due diligence
- Inputs
- deck, notes, market material
- Representation
- company, founder, market, and retrieval knowledge
- Output
- source-linked checklist or brief draft
- Access and review
- deal team; partner review
The first Katara Pack
One private fund knowledge system for diligence, research, portfolio work, and LP communication.
Katara Venture runs on Katara Core to keep sensitive fund information private and access-controlled while configuring knowledge and workflows for investment work. Outputs are drafts, briefs, and checks for human review.
01 // How Core becomes Venture
The same infrastructure; an investment configuration.
Katara Ventureinvestment entities · templates · access patterns · skills · prompts · workflows
Katara Coreingestion · representations · lineage · permissions · retrieval · UI · Model Context Protocol (MCP) access
02 // Venture workflows
Investment work that stays linked to its sources.
Research and thesis
- Inputs
- approved research, meetings, and notes
- Representation
- structured thematic knowledge
- Output
- thesis draft or meeting preparation
- Access and review
- investment team; human review before sharing
Briefs and IC preparation
- Inputs
- diligence, notes, and approved material
- Representation
- structured and retrieval context
- Output
- brief or IC memo draft
- Access and review
- investment team; committee approval
Portfolio and LP updates
- Inputs
- portfolio updates and approved material
- Representation
- company knowledge and reporting templates
- Output
- portfolio or LP update draft
- Access and review
- permitted audience; review before sending
03 // Controlled sharing and reporting
Reports are prepared for review; they are not sent autonomously.
Portfolio reporting
- Inputs
- approved portfolio data, updates, and notes
- Representation
- portfolio companies, metrics, and sources
- Intended output
- portfolio report draft for review
- Permitted audience
- portfolio team and responsible partners
- Human review
- fund owner before sharing
LP-update drafting
- Inputs
- approved reports, portfolio data, and communication notes
- Representation
- source-linked LP update
- Intended output
- LP-update draft; no autonomous sending
- Permitted audience
- authorized LPs and responsible partners
- Human review
- responsible partner before approving delivery
Controlled external sharing
- Inputs
- approved material, access rules, and selected recipients
- Representation
- permitted external package with lineage
- Intended output
- draft or package ready to share
- Permitted audience
- selected LPs or external parties
- Human review
- an authorized owner decides whether to share; Katara does not send autonomously
04 // Example document lifecycle
A pitch deck, uploaded once.
Deck uploadedOriginal preservedCompany knowledgeRetrievalDeal teamReviewed draft
05 // Designed with a partner
Co-developed with Cool Climate Collective.
Cool Climate Collective is a VC and angel network and a Katara Venture design partner. Venture reflects real investment workflows without publishing private operating details or making unapproved outcome claims.