Vault (document hub)

One place to open every plan, export PDFs, grab the Idea Book summary snapshot, surveys and expert reports, competitor and pitch exports, and upload files for your venture—with optional AI context from documents.

What it is

Vault is your venture’s document hub at Vault. The header shows how many plans and uploaded documents you have; below that, everything is grouped into sections you can open or export.

Venture OS workspace overview: sidebar or hub entry, header with progress, main workspace, optional AI, save to venture

Where to open it

Open Vault from the sidebar or use the link at the bottom of this article.

UI at a glance

• Plans strip: each card exposes Open, PDF, and sometimes Share (investor teaser).
• Exports bucket: Idea Book snapshot, surveys, competitors, pitch deck, expert reports—each with consistent Open/PDF patterns.
• Documents: uploads with optional Include for AI plus delete.

AI and automation

Vault itself stores files you mark for AI context; it does not auto-run generation. Chat and other surfaces read included documents per product rules.

Data and persistence

PDFs generate from live venture data; uploads live in your venture’s storage until you delete them.

Plans

Each plan appears as a card with last updated, Open (jumps to the live plan editor), and PDF (downloads a formatted export). Investor teaser plans also expose Share when sharing is enabled—generating a link you can send externally.

Idea Book Summary

Idea Book Summary matches the snapshot used in chat’s Idea Book sidebar: latest field values per section, exported as PDF. Use Open to go to the Idea Book if you need to edit content first.

Surveys, competitors, pitch deck

• Surveys: Open the survey builder; PDF exports responses once you have enough data.
• Competitors: Open the Idea Book Competitor analysis section for a row; export that competitor as PDF.
• Pitch deck: Opens AI Pitch Studio; PDF downloads the styled pitch narrative when content exists.

Expert validation

Lists your expert validation requests with status. Open goes to the full workflow; PDF pulls a Vault-oriented export of the report for offline sharing.

Documents

Drag and drop or browse to upload PDFs, Office files, or images. Text extraction powers Venture OS features; toggle Include for AI per file when you want (or don’t want) that document in AI context. Delete removes the file permanently.

Getting started

Open Vault from the sidebar, export what you need for investors or teammates, and upload reference materials so your workspace stays in one place.

Open Vault