CRM Partners

A manager-only, cross-venture view of every partner logged across your portfolio — by category, by country, and flagged when a relationship has gone stale.

What it is

A portfolio-wide rollup of the partners your ventures have logged — not a CRM object of its own, but an aggregation across every venture in your IC. There's no dedicated IC-facing Partners Directory elsewhere in the product, so this view lives here, alongside the rest of the CRM, as the closest existing surface that already pulls cross-venture data together for IC staff.

Manager Access Required

This page is restricted to Innovation Center managers. If you don't have manager access, you'll see a lock screen explaining exactly that, with a link back to the dashboard — there's nothing to configure or request from this page itself.

The summary cards

Four numbers: total partners logged across the portfolio, how many are currently Active, how many are stale, and the top countries by partner count.

What "stale" means

A partner counts as stale if its status isn't Active, On Hold, or Inactive, and either it has no recorded last-activity date at all, or its last activity is older than its stale threshold (30 days by default, configurable per partner). In practice: a partner sitting in an earlier-stage status with no recent contact for a month or more gets flagged — a nudge that the relationship needs a follow-up, not an error state.

Partners by category

A breakdown of every partner category logged anywhere in the portfolio, each showing active count out of total count — useful for spotting, for example, that you have plenty of logged mentors but very few active investor relationships this quarter.

Top countries

The countries with the most partners logged, shown as simple counts — a quick read on where your ventures' partner networks are geographically concentrated.

The verified badge

A blue checkmark elsewhere in partner records marks a partner matched by name and website across three or more of your ventures — a signal that this is very likely the same real-world organization, not several ventures each independently entering the same partner under a different record.

How it fits your workflow

Use this as your portfolio-level check-in on partnerships: which categories are strong, which are thin, and which relationships have gone quiet long enough to need a manager-level nudge to the venture team involved.

Getting started

Check the stale count first — it's the number most likely to need action — then look at Partners by Category to see if any category is underrepresented across your portfolio.