Connect The Dots is built for relationship-driven professionals — and few industries are more relationship-driven than venture capital and private equity. CTD gives investment firms a structured way to find, track, and activate their collective network across the full investment lifecycle.
How investors use CTD
Deal sourcing
The best deals come through warm introductions. CTD maps your entire firm's network — partners, associates, advisors, LPs, and portfolio founders — and surfaces the strongest path to any founder or company you're interested in. No more asking around the office to find out if anyone knows someone at a target company.
Portfolio support
Your network is one of your firm's most valuable assets for portfolio companies. CTD lets you search across your entire firm and LP network to find customer introductions, executive hires, and strategic partnerships for your portfolio CEOs — and track which introductions were made.
LP relationship management
Track the strength of your relationships with limited partners over time. See when touchpoints are overdue, get notified when LPs change roles or funds, and find warm paths to prospective LPs through your existing network.
Diligence support
Before you invest, find people in your network who have worked at the company, know the founders, or operate in the same space. Reference calls from warm introductions are more candid and more valuable than cold outreach.
Team configuration for investment firms
Most VC and PE firms set up CTD with:
- Full team members for all partners and investment staff
- External members for trusted advisors, operating partners, and select portfolio founders
- MCP setup — connect CTD to Claude so your team can research companies and find warm paths directly from their AI chat
See Setting up CTD for your firm for a step-by-step configuration guide.