Open the approved file and notify the investment leadUpdate documents
Geofence activeInside Dock 2Investment operations
Keep portfolio updates and diligence moving
Connect approved portfolio information, founder requests, diligence tasks, and follow ups in one reviewable operating view.
Portfolio updates
Which portfolio updates need review?
Three reported updates are marked pending verification.
Diligence requests
Which diligence requests are still open?
Two diligence requests lack a source document.
Reported changes
What changed since the last update?
The update log records one new reported change since last review.
Supervisor organizes approved portfolio information, diligence requests, source documents, and follow ups while people retain verification and investment decisions.
- Opening: Connected work. Supervisor connects the tools your team already uses, then keeps context with the work.
- Answer Questions: Portfolio update. Ask which portfolio updates need review and keep the reported source, date, and reviewer visible.
- Supervise: Diligence document. Review a missing diligence document or founder request as pending work, not as an investment recommendation.
- Build Mini Apps: Diligence checklist. Build a portfolio update room or diligence checklist around approved information.
- Schedule Actions: Monthly portfolio reminder. Prepare a monthly portfolio reminder and a weekly diligence queue for human review.
- Closing: The next action. Review the context, keep ownership clear, and choose the next action.
Investment operations
01 / 04Answer portfolio questions with sources
Ask which reported updates need review, which diligence requests are open, and what changed since the last update.
Your cellphone can do a ton of things for your business
Use all the capabilities of your device
Cellphones have a ton of features that can help your business. Track delivery locations, send notifications to employees, scan barcodes, and much more.
Update documents
Review approval
Founder request
Meeting brief
Keep an eye on your business from anywhere
Available in any platform
Use Supervisor on the devices and platforms your team prefers. Every question, action, and approval stays in one clear record.
How can Supervisor help you
Explore related industries
Share your website, company name, how the team works, or any other useful detail. We will create a private page that shows what Supervisor can do for your business.
Startup
Keep launches, hiring, customers, cash, and product work moving as you grow.
Solo Practice
Manage clients, tasks, notes, and follow through without adding a heavier system.
Schools and Education
Keep study plans, schedules, classes, family updates, and staff tasks together.
Restaurants
Stay ahead of shifts, vendors, service issues, and daily checks.
Personal
Keep trips, reminders, medications, taxes, files, habits, and routines in one place.
Non Profits
Keep programs, volunteers, donors, and reporting on track with less chasing.
Logistics
See routes, handoffs, delays, and exceptions before they slow the next stop.
Local Business
Run appointments, staff checks, customer follow ups, and daily work from one view.
Hotels and Stays
Keep guest requests, housekeeping, maintenance, and team handoffs moving.
Health Care and Clinics
Coordinate patient operations, staffing, forms, and follow ups with clear ownership.
Gyms and Studios
Keep classes, memberships, staff tasks, and member follow ups on track.
Groups, Teams and Families
Coordinate plans, trips, bookings, payments, events, and games without the chase.
Field Services
Give teams in the field the context to report, escalate, and finish the job.
Ecommerce
Stay on top of orders, inventory, support, campaigns, and fulfillment.
Agencies and Firms
Run client work, campaigns, approvals, and team updates from one shared view.
Straightforward setup
Get started in less than 5 minutes
Connect your work
Connect the tools, files, and workflows your business runs on. Then explain the context that matters.
Send an invite
Emailname@company.com
Role and accessExplain which access this person has, like accountant, software developer, or partnerAccountant, she can see anything finance related and also HR related things
Invite your team
Add each person’s email and describe their role. Supervisor uses that role to check every request.
Work from anywhere
Use Supervisor from the devices and platforms your team already prefers.
Used by the best teams
Testimonials
Supervisor turned scattered updates into the first place our managers check every morning.
Maya Chen
COO, Northpeak
We ask one question and get the answer with the context, owner, and next action already attached.
Alex Martinez
Operations Lead, Luma Logistics
The team finally trusts that recurring checks are happening without another spreadsheet to babysit.
Priya Shah
Founder, Staple Studio
It feels like an operator who never forgets the boring but important parts of the business.
Jordan Lee
General Manager, Harbor House
Approvals got faster because everyone can see the why before they make the call.
Sofia Alvarez
People Ops, Arcfield
Supervisor helped us connect field updates, customer requests, and schedules into one calm workflow.
Noah Bennett
Director of Service, Clearline
We shipped software for our team in days, then kept improving it as the process changed.
Iris Kim
Product Ops, Stackwell
Supervisor turned scattered updates into the first place our managers check every morning.
Maya Chen
COO, Northpeak
We ask one question and get the answer with the context, owner, and next action already attached.
Alex Martinez
Operations Lead, Luma Logistics
The team finally trusts that recurring checks are happening without another spreadsheet to babysit.
Priya Shah
Founder, Staple Studio
It feels like an operator who never forgets the boring but important parts of the business.
Jordan Lee
General Manager, Harbor House
Approvals got faster because everyone can see the why before they make the call.
Sofia Alvarez
People Ops, Arcfield
Supervisor helped us connect field updates, customer requests, and schedules into one calm workflow.
Noah Bennett
Director of Service, Clearline
We shipped software for our team in days, then kept improving it as the process changed.
Iris Kim
Product Ops, Stackwell
Frequently asked questions
FAQ
Supervisor helps you understand the business, keep routine work moving, and act with the right context. It connects your tools, checks permissions, watches recurring work, schedules actions, and builds focused internal tools from one place.