Kosa

Portfolio Management

Internal Operations

CRM & Deal Flow Management

KPI MonitoringVC Focusenterprise

Kosa continuously ingests a VC firm's emails, calendar events, meetings, and documents to automatically maintain a living record of deals, companies, people, and funds—eliminating manual CRM data entry. It supports deal diligence, portfolio monitoring, and meeting prep by surfacing prior decisions, relationship history, and co-investor connections, and proactively flags opportunities like warm intros or follow-on fits before investors even ask.

Used by VC/PE Firms

Sequoia Capital

Founded

2026

Team Size

20%

Funding

Venture

Monthly Traffic

14,820

68%

Key Features

•Auto-updating system of record from email, calendar, and documents
•AI agent-based CRM and pipeline tracking
•Contextual Q&A across all firm communications and history
•Proactive relationship and warm intro surfacing
•Meeting prep automation with linked company/relationship context

Use Cases

Automated deal pipeline tracking

Kosa auto-populates and updates pipeline stages (tracking, diligence, term sheet, closing) from emails and meetings without manual data entry by analysts or associates.

Instant diligence context

When evaluating a new round, investment teams can ask Kosa for the firm's full history with a company, including past pass decisions and reasoning from years prior.

Meeting preparation for partners

Before board meetings or pitch calls, Kosa assembles relevant company context, relationship history, and recent conversations automatically.

Warm intro and network surfacing

Kosa proactively flags when a co-investor or portfolio contact could help another portfolio company's fundraise or customer intro, prompting the deal team to act.

Portfolio company monitoring

Portfolio KPIs, board updates, and revenue figures are kept current automatically by linking board emails, decks, and calendar invites into one record.