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Investment teams deal with high volumes of information, high-stakes decisions, and context that needs to move fast between partners, associates, and portfolio companies. Hops gives your team shared context for every deal and every company.

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What investment teams use Hops for

  • Deal research and memos: draft investment memos, market research, and diligence summaries from your connected tools
  • Deal flow management: summarize pipeline status, flag deals that need attention, and prepare partner meeting materials
  • Portfolio company context: keep current information on each portfolio company available to the whole team
  • Founder prep: summarize founder background, previous conversations, and company context before a call
  • Market mapping: compile competitive landscape overviews from research docs and market data

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Example workflows

Investment memo draft
After initial due diligence, paste your notes and the company’s materials into the deal Space. Ask the agent to draft an investment memo in your standard format. Pin your memo template in the Space for consistent structure. Your team reviews, edits, and finalizes.
Partner meeting prep
Each week, the agent pulls updates from portfolio company Spaces and deal flow, and drafts a partner meeting agenda with key decisions needed. Associates review and add detail.
Portfolio company snapshot
Create a Space for each portfolio company. Connect relevant tools (data room docs, board update emails, shared drives). When anyone on the team needs a quick snapshot (what stage, what metrics, what’s open) the agent answers in seconds.
Spaces: One Space per deal (while in diligence), one Space per portfolio company (ongoing), a shared investment team Space for pipeline and partner discussion. Tools to connect: Google Drive or Dropbox (data rooms, memos, board materials), Gmail or Outlook (founder correspondence, as a personal connection), Notion (internal research and deal tracking).