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Infra One product directory

Browse customer-facing Infra One products, customer journeys, and supported integration boundaries from one verified directory.

Infra One combines operational, community, intelligence, automation, communication, account, and investor-facing services. Use this directory when you know the product name or the outcome you need, then follow its available task documentation.

The group names match the product’s app switcher. Investor portals is dynamic: the portals available to you depend on your investments and invitations. Customer journeys collects route-backed services that do not appear as a static app-switcher group.

Browse the catalog

Every listed surface has a verified coverage record. A product links directly to its overview as soon as its article set is published; until then, its stable directory entry records the product and its customer outcome without sending you to a missing page. Customer journeys are listed separately because they can cross products, personas, and authentication boundaries. Supported machine contracts have their own reference section and unresolved contracts stay unpublished until their disposition is approved.

Product groups

Static app-switcher groups come first. Dynamic and route-backed product families follow.

Operations

Day-to-day management
Available

Venture

Run funds, SPVs, and direct deals. Engage with your investors.

Read documentation
Available

Contacts

Manage relationships with your CRM for founders, LPs, and partners.

Read documentation
Access-controlled

Dealflow

Run your fund pipeline from first contact to decision.

Read documentation
Access-controlled

Products

Define your product catalog: plans, versions and pricing.

Read documentation
Access-controlled

Billing

Manage billing accounts, contracts, contract lines, and discounts.

Read documentation
Access-controlled

Engage

Run the fund-admin sales motion: send, negotiate and sign engagement offers.

Read documentation

Community

Engage & connect

Intelligence

Research & data tools
Available

Profiles

Browse, search, and maintain company, person, and fund profiles with collaborator access, saved boards, enrichment, and permitted exports.

Read documentation
Available

Insights

Review periodic reporting, supported valuations, recursive look-through analysis, completeness gaps, and sourced articles.

Read documentation
Available

Explorer

Discover funds in Marketplace, request access, review accessible fund portfolios and company context, and manage permitted secondary offerings.

Read documentation
Available

Signals

Review shared fund-reference data and manage organization-scoped CSV datasets.

Read documentation

Allocator One

Up to €7m in funding

Automation

Automate & import
Available

Automations

Automate Contacts, applications, Forms, Dealflow, opportunities, investments, and signed webhooks with filtered durable actions.

Read documentation
Access-controlled

Workspace governance

Define governed Google Workspace drives, folders, access groups, and grants, apply desired state, and audit drift.

Read documentation

Communication

Chat & meet
Access-controlled

Agents

Create and manage the AI agents that talk to your visitors and team.

Read documentation
Available

Messenger

Start and manage direct, group, AI, and support conversations.

Read documentation
Available

Schedule

Set recurring availability and choose the Google calendar used for Schedule events.

Task guides are being prepared.
Available

Relay

Handle organization-shared Email and the signed-in user's own WhatsApp conversations without crossing their different ownership boundaries.

Read documentation
Available

Conversations

Review accessible meeting transcripts, summaries, action items, recordings, sharing, and access state.

Read documentation

Account

Settings & preferences

Investor portals

Dynamic investor access
Available

Investor portal

Shared multi-tenant LP/investor portal.

Task guides are being prepared.

Customer journeys

Route-backed customer services
Access-controlled

Artifacts

Open private self-contained HTML documents that the signed-in account owns or has been explicitly granted, using the latest immutable version in a sandboxed viewer.

Read documentation
Access-controlled

People

Manage employee records, time off, working time and HR workflows.

Read documentation
Available

Disclosures

Browse and download published disclosure document sets.

Task guides are being prepared.
Available

Fund services

Create a venture fund through the eligible-fund list and eight-step setup wizard.

Task guides are being prepared.
Available

Horizon One

Start and complete a wealth-management onboarding plan across profile, impact, vision, assets, tax, structure, philosophy, goals, liquidity, and implementation.

Task guides are being prepared.
Available

Invest

Open a valid standard investment link and continue in the matching Venture invitation.

Task guides are being prepared.
Available

Performance

Review read-only portfolio performance analytics for the fixed Allocator One organization.

Task guides are being prepared.
Available

Resolutions

Create and vote on fund resolutions and governance decisions.

Read documentation

Customer journeys

Persona-specific entry points that may cross products, authentication states, or capability links.

Customer journey

Register, sign in, or use passwordless access

Establish the intended platform session without broadening product access.

Read documentation
Customer journey

Confirm an account or reset a password

Complete or recover an email-token account action.

Read documentation
Customer journey

Complete multi-factor authentication

Satisfy the account second-factor challenge.

Read documentation
Customer journey

Complete account onboarding

Complete required onboarding and reach the intended product context.

Read documentation
Customer journey

Manage account and organization settings

Update permitted personal, security, notification, or organization settings.

Read documentation
Customer journey

Accept or reject membership invitations

Accept or reject an eligible membership invitation.

Read documentation
Customer journey

Open an LP investor portal

Reach the correct branded portal without exposing GP tools.

The journey guide is being prepared.
Customer journey

Respond to a fund investment invitation

Claim the matching fund invitation and progress its permitted commitment steps.

The journey guide is being prepared.
Customer journey

Apply to an Allocator One program

Start, complete, and track an authorized program application.

Read documentation
Customer journey

Submit an award application

Complete and submit an eligible award application.

Read documentation
Customer journey

Confirm an application deadline reminder

Subscribe to the current program's application-deadline reminders and confirm the email address.

Read documentation
Customer journey

Apply for a job in Talent Portal

Submit and track a job application under the correct applicant identity.

Read documentation
Customer journey

Register for an event

Register and understand pending, accepted, rejected, or cancelled state.

Read documentation
Customer journey

Invite a friend to an event

Invite an eligible contact to the intended event.

Read documentation
Customer journey

Complete a targeted form response

Complete the intended targeted response.

The journey guide is being prepared.
Customer journey

Complete an open form

Submit under the configured identity boundary.

The journey guide is being prepared.
Customer journey

Review a shared data room

Review permitted due-diligence content.

The journey guide is being prepared.
Customer journey

Upload files to a data-room request

Upload only requested files.

The journey guide is being prepared.
Customer journey

Complete an external signature request

Sign, acknowledge, or read an authorized request and handle waiting, completed, cancelled, expired, unavailable, or invalid states.

The journey guide is being prepared.
Customer journey

Browse published disclosures

Browse and download published disclosure documents.

The journey guide is being prepared.
Customer journey

Review and vote on a resolution

Cast an eligible vote and observe recorded state.

The journey guide is being prepared.
Customer journey

Review and complete an engagement offer

Review, negotiate, decline, or sign the intended engagement and continue to permitted post-sign KYB.

The journey guide is being prepared.
Customer journey

Respond to an investment signatory invitation

Accept, decline, or sign under the matching identity.

The journey guide is being prepared.
Customer journey

Manage an investor portfolio and account

Review investments and manage permitted account details and KYC.

The journey guide is being prepared.
Customer journey

Open a shared investment report

Open only the shared report within its collaborator lifetime.

The journey guide is being prepared.
Customer journey

Respond to a secondary opportunity invitation

Reach and respond to an authorized secondary offering.

The journey guide is being prepared.
Customer journey

Complete an external information request

Submit requested information without broader account access.

The journey guide is being prepared.
Customer journey

Complete external identity verification

Complete intended verification without exposing identity or capability data.

The journey guide is being prepared.
Customer journey

Recommend a general partner

Submit an authenticated recommendation from the public org context.

The journey guide is being prepared.
Customer journey

Complete Horizon One wealth onboarding

Progress account-owned Horizon One onboarding.

The journey guide is being prepared.
Customer journey

Authenticate a website chat visitor

Establish a visitor chat session limited to configured agent and origin.

The journey guide is being prepared.

API and integration reference

Supported machine contracts and product-linked API boundaries are kept distinct from browser journeys.

API reference

Send an authenticated automation webhook

Deliver one authenticated idempotent event with explicit failure semantics.

Read reference
API reference

Use the authenticated Integration API

Read permitted company-profile and Explorer data or ingest a Signal through the versioned Integration API.

The reference is being prepared.
Product-linked API reference

Create and finalize a banking connection session

Create and finalize a provider-backed banking connection while keeping provider callbacks out of human procedures.

The reference is being prepared.