These are the highest-value workflows for investment teams — each one is something you can start using today without any integration or setup beyond connecting your accounts.
Deal sourcing: inbound signal, warm outreach
A company catches your attention — through an article, a referral, or a market thesis. Before reaching out cold, run /company-research [company] in Claude to get a full brief: firmographics, recent signals, and every warm path from your firm to the founders or executives. If a strong path exists, use ghost email to request an intro. If the path is weak, you at least know who to ask and can make a more targeted request.
Time investment: 5 minutes per target company. Outcome: Warm first meeting instead of a cold email that gets ignored.
Pre-IC diligence: reference sourcing
Before an investment committee meeting, search for the target company and its founders. Look for anyone in your network who has worked there, invested alongside them, or knows them personally — especially people who left the company, who often give more candid feedback. Former employees reachable through your network appear in the company research brief under "Former employees."
Time investment: 10 minutes. Outcome: 2–3 warm reference calls instead of 0 cold ones, with significantly more candid information.
Portfolio support: opening doors for a CEO
A portfolio CEO comes to a board meeting with a list of target enterprise customers they haven't been able to crack. Go through the list in CTD — search each company, find the warm paths, identify the best connectors in your firm and LP network, and leave the meeting with specific introductions queued up rather than vague offers to help.
Time investment: 30 minutes per board meeting. Outcome: Concrete introductions with names attached, not "let me think about who I know."
LP development: warm paths to new limited partners
Identify a prospective LP you want to reach — an endowment, family office, or institutional fund. Search CTD for warm paths from your firm and current LP base. If a current LP has a strong relationship with someone at the target fund, use ghost email to make the ask. This is much more effective than asking your current LP to "introduce you to anyone they know" — a specific, warm ask for a specific person gets a much higher response rate.
Hiring: finding the right exec for a portfolio company
A portfolio company needs a VP of Sales. Search for candidates in CTD by name or current company. Find who in your firm or LP network knows each candidate. Prioritize reference calls through warm paths — they'll be more candid than official references. Use ghost email to make the intro request to the candidate through your strongest connector.
Monitoring: job change signals as deal triggers
Set up job change alerts for your target company watchlist. When a founder from a company you've been tracking leaves to start something new, or when an exec you respect joins a startup, CTD surfaces that signal in your weekly digest. These are high-value moments to reach out — and because you already have a path to them through your network, the timing and the warm intro combine into a very strong opening.
Browse recent job changes at app.ctd.ai/dashboard/my-updates/job_updates.