One platform. Thirteen portals.
A single proprietary operating platform — the firm's system of record — exposing a purpose-built portal to each audience, wrapped around one public front door for sourcing and one live model for the numbers. Choose a surface to explore.
Drag to reorder · click a portal's hide icon to tuck it away — saved to your account, across devices. Visibility only — it never changes your access.
Public Site
Owner & founder acquisition — the public front door that turns operators into deal flow.
Edit Live Site
The editor for the live public site at bambu-capital.com. Change any page, swap images, or add insights — edits go live after a teammate approves them (two-person review). A static copy of the old WordPress site is linked for reference.
Internal Portal
The team's operating cockpit — run the 11-phase process, IC decisioning, and live dashboards.
Investor Portal
The LP's window into the fund — documents, statements, capital account, and fund updates. Read-mostly.
PortCo Portal
Where Bambu collaborates with portfolio companies — and where their KPIs feed the loop.
Fund Model & Analytics
The fund's live investment model — returns, cash flows, the distribution waterfall and the GP operating model, read straight from the Excel workbook. Upload a new version and every view updates.
Thesis Portal
The firm's thesis system of record — each investment thesis with its version-controlled decks and a live, re-extractable deal model. Sources prospects into the IC process; on close they migrate to PortCo. Currently running the B2B & B2C agency roll-up theses.
Diligence Data Room
The LP-facing virtual data room — invite → approve → access. Folder-level permissions, document versioning, full audit trail, per-viewer PDF watermarking, Q&A workflow, and subscriber notifications. Built to replace Ansarada.
LP Fundraising
Standalone fundraising CRM — probability-weighted first-close model, scenario planner, weekly raise health, board pack generator, and full LP pipeline with CRM write-back. Accessible to external agents via domain allowlist.
Moelis Scenario Model
Confidential GP economics across Fund I–III — the Moelis seed + Harken BDA model with Bear/Base/Bull scenarios and live MOIC, carry & tax sensitivity. Partner take-home, carry, and GP-commit coverage. Bambu staff only.
Document Management Portal
The firm's document system of record — every upload from every portal lands here. Multi-source capture with per-portal service keys, full revision history with rollback, check-out locks, portal links, tags, and company & role access rights. Lives inside the Document Management Portal console (Documents tab).
CRM
The firm’s working CRM — replaces HubSpot. The full deal book (197 LP prospects imported 06-10) on a drag-and-drop board with deal records, notes & tasks, reports, an editable pipeline, and round-trip CSV import/export.
Tools
Internal tools the Bambu team runs with their own Claude. First up: a Microsoft 365 connector you run locally — your mail & tokens never leave your machine.
Co-Invest
Every company Bambu has invested in — by Fund 0, Fund I or direct Co-Invest. Drill into each PortCo's investment workspace (Bambu Wallet, Lemonaid Health). Access scoped by fund / co-invest grant.
References
A curated list of people who know Bambu and have agreed to act as references. LPs can connect on LinkedIn and reach out directly. Grantable to external LPs; server-gated.
Admin
System settings for Bambu OS — manage external agent domain access for the Fundraising Portal, portal RBAC overrides, and audit log. Founding Partner only.
Start here → · Bambu OS · @bambu-capital.com · Public site ↗