Yellowtail

For advisors & fractional CFOs

Every client’s raise, one workspace.

Keep a separate pipeline for each company, match investors to each client’s stage and sector, and reuse the relationships you’ve built across all of them.

See Network →
  • Thermal RowSeed · pitching
  • LedgerpostSeed · warming
  • Clinic OSPre-seed · preparing
RoundSeed · £2.5M
Preparing1
  • JLJonas LindqvistFjordline CapitalIntro path found
Warming2
  • MCMaya ChenNorthwind CapitalAmara can introduce
  • LBLeo BrandtArclight FundMet at a pitch night
Pitching1
  • TOTom OkaforHelios VenturesFirst call done
Negotiating1
  • PRPriya RamanSaltmarsh PartnersTerms with counsel
Closed0
  • Nothing here yet
Illustrative example

Your investor knowledge is valuable. It's also scattered.

  • A spreadsheet per client

    The same investor appears in five files, with five different notes.

  • Reporting eats the week

    Pulling together a client update means chasing every thread by hand.

  • Relationships don't compound

    The partner you warmed up for one client isn't visible when the next client needs them.

How Yellowtail helps.

  1. 01

    A project per client.

    Separate pipelines, shortlists and notes for each company, with shared investor records underneath, so context carries across.

    {{CONFIRM: multi-project availability}}

  2. 02

    Your network, working for every client.

    Your own relationships become warm paths for any client they fit, and you choose what's shared.

    Network →
    Intro pathsMaya Chen · Northwind Capital
    • Amara Diallo(your angel)Strong
      YouADMaya Chen

      co-invested with Northwind twice in 2025

    • Leo Brandt(Arclight Fund scout)Medium
      YouLBMaya Chen

      shared a seed deal in 2024

    • A teammateWeak
      YouATMaya Chen

      connected, no shared deals or companies

    Illustrative example
  3. 03

    Matched to each company.

    Every client gets its own fit scores and readiness view, so you're not sending a fintech founder to a climate fund.

    Signals →
    Fit score0–100
    MC
    Maya ChenPartner · Northwind Capital
    94
    • Stage fit18/18

      Seed and pre-seed only · fund page, Feb 2026

    • Sector fit17/20

      Climate hardware in four of six recent cheques · press, Jan–Mar 2026

    • Cheque size fit12/12

      First cheques of £500k–£2M · filings, 2025–2026

    • Geography10/10

      UK and Nordics · portfolio, Mar 2026

    • Recency of relevant signals18/20

      Asked climate founders to DM · social, 3 days ago

    • Deployment readiness12/12

      Fund III, 2024 vintage, deploying · registry, Nov 2024

    • Partner fit7/8

      Maya Chen led both climate cheques · press, Feb 2026

    Illustrative example
  4. 04

    Client reports, without the chasing.

    A weekly summary per client: pipeline movement, meetings, new investor signals. Ready to forward.

    Workflows →
    Weekly digestMonday, 08:00

    4 changes on the 30 firms you follow

    Nothing else needed you this week.

    • CAPITALSaltmarsh Partners closed Fund IIITue
    • INTENTMaya Chen posted about seed climate hardwareWed
    • PEOPLEPartner covering fintech left Fjordline CapitalThu
    • DEPLOYMENTHelios Ventures led a £2.5M seed in grid softwareFri
    Illustrative example

FAQ

Can clients see their own project?

Yes. Invite them as guests to their project only. {{CONFIRM guest access}}

Are my notes on an investor visible to all clients?

Only if you choose. Notes can be private to you, shared to a project, or shared across your workspace.

How is this priced for several clients?

Talk to us. Platform plans scale with projects. Pricing

Run more raises, with less chasing.

Vetted founders only · We reply within 48h

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