Seam OS · Software for investment firms

One system for
everything your fund runs on.

Fundraising, deal flow, portfolio monitoring, investor portals, and an AI analyst, joined in a single operating system. Built inside a working venture fund, sold to firms that allocate capital for a living.

Seam OS dashboard: fund overview, pipeline, tasks and alerts in one screen
SEAM OS · STAFF DASHBOARD · LIVE DEMO DATA
Why it exists

Built inside a working fund. Not spec'd in a conference room.

Seam OS was built to run a real venture fund's raise, pipeline, portfolio, and investor relations. Every screen exists because a partner needed it that week. It has run a live raise since 2026. Then we productized it, so firms like yours can run on it too.

25+
purpose-built views, one login
3
portals: staff, investors, founders
0
third-party SaaS in the data path. Your records never leave your instance
1
database file. Yours to copy, export, keep
The system

Every desk in the firm, joined at the seam.

01 · RAISE

Fundraising & LP management

Run the raise like a pipeline, not a spreadsheet.

  • LP pipeline with stage history and probability
  • Capital calls with pro-rata notices
  • LP capital accounts: contributed, distributed, unfunded
  • LP letters published straight to portals
02 · DEALS

Deal flow & sourcing

From first look to term sheet in one board.

  • Kanban across your own stages
  • Inbound intake form with AI thesis-fit triage
  • Sourcing velocity and conversion metrics
  • One-click promote: submission to deal
03 · PORTFOLIO

Portfolio monitoring

Positions, rounds, and performance without the quarterly scramble.

  • Rounds, distributions, ownership and dilution
  • TVPI, DPI, MOIC, gross and net IRR
  • Valuation marks with method and history
  • Founder KPI self-reporting
04 · NETWORK

Relationship graph

Your firm's real edge, mapped and queryable.

  • Interactive network of people and orgs
  • Warm-path finder: who can introduce us
  • AI dossiers on every node
  • Email ingest keeps it current
05 · PORTALS

Investor & founder portals

LPs and founders serve themselves, securely.

  • Per-LP statements and documents
  • NAV allocated by funded share
  • Founder KPI updates and messaging
  • Magic-link sign-in, no passwords to reset
06 · REPORTING

LP reporting & back office

The quarter closes itself.

  • ILPA-format capital call and reporting exports
  • Distribution waterfall with carry and pref
  • Email ingest, tasks, audit log, data room
  • Weekly AI digest of the whole firm
Fundraising

The raise, run like a pipeline.

Every LP prospect moves through your stages with history, probability, and next actions. When it is time to call capital, pro-rata notices generate per LP and land in their portals, and every capital account stays current: contributed, distributed, unfunded, NAV.

  • Stage-by-stage LP funnel with conversion
  • Capital calls issued, tracked, and reconciled
  • Dry powder and distance-to-close, live
Fundraising view: LP pipeline stages and fund model
Deal flow

Nothing worth seeing slips past.

Inbound founders submit through your own intake page and arrive pre-scored against your thesis. Your team works one board, from first meeting to closed.

  • AI thesis-fit score on every submission
  • Kanban with stage timestamps and velocity
  • Promote to deal with full history attached
Deal flow kanban board
Portfolio

Performance you can defend.

Rounds, distributions, ownership, and quarterly marks recorded as they happen. TVPI, DPI, MOIC, and net IRR computed from the same ledger, ready for the next LP meeting and the next audit.

  • Every position with rounds, marks, and history
  • Waterfall math: pref, catch-up, carry
  • All money handled in exact integer cents
Portfolio view with positions and IRR
Network

Who can get us into the deal.

The relationship graph maps every person and organization your firm touches, then answers the question that actually matters: what is the warmest path to the person we need.

  • Interactive ego-network of the whole firm
  • Shortest warm path between any two nodes
  • AI-researched dossiers on demand
Relationship graph view
Portals

LP reporting that reports itself.

Each investor signs in with a magic link and sees exactly their fund: statement, NAV by funded share, documents, letters, and a direct line to you. Founders get the same treatment for KPIs.

  • Per-LP statements, no spreadsheet exports
  • Publish one letter, every portal updates
  • Role-scoped: investors see only their own
Investor portal with statement and documents
The math

One system instead of six.

Most funds stitch together a relationship CRM, an LP reporting tool, a KPI collector, a portfolio model, a data room, and an investor portal, then pay each one per seat, per year. Seam OS is all six in one install, one login, one database.

CRM
relationship intelligence + deal flow
Reporting
LP letters, statements, ILPA exports
Monitoring
KPIs, marks, TVPI / DPI / IRR
Portals
investors + founders + data room
AI analyst

An analyst on every desk. No per-seat AI bill.

Seam OS ships AI-native. It reads your inbox, scores your deal flow, drafts your memos, and answers questions about your own data in plain language.

"Which LPs have gone quiet since the last close?"

Ask the fund's data anything. The answer comes from your database, not the open internet.

"Draft the deal memo for the seed round we saw Tuesday."

Memos, enrichment, and next-best-action drafts generated from the record you already keep.

"What happened this week?"

A weekly digest of the whole firm: pipeline movement, portfolio updates, and what needs a partner's eyes.

The AI runs on your subscription, not our meter. Seam OS brokers AI work through your own Claude subscription or key. We never charge per seat, per token, or per question, and your data never becomes anyone's training set.

Your data

Single tenant. Self-hostable. Actually yours.

Most fund software puts your LP list in someone else's multi-tenant cloud. Seam OS gives every firm its own isolated instance, hosted for you or on your own infrastructure.

One database file

Your entire firm in a single SQLite file. Copy it, back it up, take it with you. No export ransom.

Role-based access

Staff, investor, and founder roles enforced at the server gate. Investors see only their own fund.

Audit trail

Every write is logged with who, what, and when. Compliance reviews stop being archaeology.

Encrypted in transit and at rest

TLS on every connection and instance disks encrypted at rest. Nightly verified snapshots pulled off the instance, kept on infrastructure you control.

Live demo

Walk the whole system right now.

The demo runs a fictional fund with a full raise, pipeline, and portfolio. Sign in as any role at os.seam.capital. The instance resets itself, so click anything.

Staff

The whole OS

Dashboard, raise, deals, portfolio, graph, inbox, AI.

staff@demo.seam.capital
SeamDemo-2026
Investor

An LP's portal

Statement, NAV, documents, letters, messaging.

investor@demo.seam.capital
SeamDemo-2026
Founder

A founder's portal

KPI reporting and a direct line to the fund.

founder@demo.seam.capital
SeamDemo-2026

Demo data is fictional. Your instance starts empty, imports from your spreadsheets, and lives on its own isolated server from day one.

Get Seam OS

Bring your firm to the seam.

We onboard a small number of founding firms directly: your instance stood up, your data imported, your team trained. You'll talk to Greg Spero, who built Seam inside the fund it runs and answers this address himself.