Solutions · VC & PE
Deal history, cap tables, side letters, and the state of every portfolio relationship — scattered across a handful of inboxes and calendars instead of any one system. Contega connects it, starting with diligence and the moments that force the question.
Problem
At a seed or early-stage fund, the record of what’s actually happening — with a portfolio company, a co-investment, a deal in diligence — doesn’t live in any one system. It lives in a partner’s inbox, a chief of staff’s calendar, a Slack DM, a term sheet buried in a PDF, a cap table someone updated eight months ago.
At a 3–15 person team, nobody’s job is “keep the context straight.” It happens informally between partners, or it doesn’t happen at all — until a decision forces the question and someone spends two days reconstructing what the firm already knew.
Moment
The moment this shows up hardest is M&A and due diligence prep — a portfolio company is heading toward an exit, an add-on acquisition, or a change-of-control event, and the deal team needs a complete, defensible picture before the call with counsel or the buyer’s diligence team: every term sheet and side letter, every cap table revision, every investor communication, assembled from wherever it actually lives rather than wherever someone remembered to file it.
It shows up just as hard, lower-stakes but more often, every time a partner preps for a board meeting or an IC decision and needs the real state of a relationship, not the state it was in the last time someone updated a tracker.
What Contega surfaces
Starting from the calendar — the meetings that already tell you who talked to whom, and when — Contega connects the documents and conversations attached to that thread: the signed signature page that arrived as an image attachment, the SAFE that came as a DocuSign link instead of a PDF, the cap table sitting in a spreadsheet nobody re-opened, the side letter counsel sent to both sides of a co-investment.
It resolves what a number actually is before it lets it near a metric label — a revolver draw doesn’t get called cash, gross transaction volume doesn’t get called revenue — and it treats a portfolio company with no linked founder or domain as its own flagged risk, not a quiet company that looks the same as a healthy one. None of this requires anyone to have filed it correctly the first time.
Business outcome
A diligence packet that used to take a partner or an associate days of inbox archaeology gets assembled in the time it takes to ask for it, because the underlying documents were already there — just never read systematically. Numbers that would have gone into an IC memo or an LP update mislabeled — GMV as revenue, a credit line draw as liquidity — get caught before they do.
And the person who owns this internally, usually a platform lead, chief of staff, or ops-minded partner, can produce a defensible, current view of any deal or portfolio company without pulling someone off billable work to rebuild it from scratch, and without the Managing Partner having to ask twice.
Example
Illustrative — not a named customer or fund.
A diligence process rarely starts with everyone in the room. It starts with the deal partner and one associate. A specific representation needs a closer look, so outside counsel joins for that one thread. A carve-out surfaces, so a specialist advisor comes in for that workstream alone. By the final calls, someone from the counterparty’s own team is on the thread too.
Each person who joins needs a different slice of the same deal — the associate needs the chronology, counsel needs the exact language in the side letter, the specialist needs only their carve-out. Contega prepares that slice for whoever just joined, instead of handing them the full history and leaving them to find what matters on their own.
Demo CTA
Contega is set up with your firm, not self-served — there’s a real conversation about your calendar, your inboxes, and your portfolio before anyone gets access.