How the core workflow fits together, from a search brief to an evidence-backed action.
Avyn helps investment teams turn a sourcing question into a reviewed set of companies and a relevant conversation. Describe what you want, check the search plan, review the evidence and score, make the decision in Triage, then reach out without losing the context behind it.
The platform is currently in private preview. Access, permissions and some capabilities vary by workspace. Your workspace remains isolated, and nothing you add, score or track is visible to another customer.
Avyn connects research, judgment and action in one loop. Each stage leaves a record that helps the next person understand what happened.
Describe → Plan → Discover → Review evidence → Decide in Triage → Reach out → Learn
Describe the companies you want in natural language and add examples when they clarify the brief. Avyn turns the conversation into a plan with explicit criteria, a Primary thesis, any Comparison theses, relationship rules and a destination Sublist. You can edit the plan before any search starts.
When Search effort is shown, Standard, Deep and Research progressively widen the work and check more evidence. The interface shows the expected allowance before you run it. A search continues in the background after you leave, and its run record keeps the request, progress, receipts and destination together.
Start from a company you rate and use it as an example for a new Discovery brief. Avyn proposes the market characteristics it inferred, but you still review and edit the plan before running the search.
In workspaces where recurring searches are enabled, a reviewed brief can run on a schedule and send newly qualified companies to its destination Sublist. Needs review, Ready to run and Scheduling unavailable explain what blocks a run, while Active and Paused show whether the schedule can start it. Run history, manual runs, pause and resume keep the automation deliberate.
A company can be assessed against more than one thesis, and each thesis can produce a different score because its criteria and weights differ. Choose the thesis that matches the decision you are making, then read the evidence behind the number before you act on it.
Open a score to see the dimensions, their weights, saved evidence, strengths and risks. If one dimension is wrong, correct that dimension and explain why. Use the overall review when your disagreement is with the final tier rather than one part of the evidence.
A company record keeps its overview, scores, people, funding evidence and activity in one place. Use its List and Sublist context to understand the workflow you are acting in, and use Market evidence to inspect funding rounds and the investors connected to them.
Triage is the decision queue. New to review focuses on companies awaiting their first review in the selected work, while All priorities includes other assessments and conversations. Open a company beside the queue, check the evidence, confirm or correct its rank, then continue into Reach out.
A List is a shared workflow with its own Stages and owners. A Sublist is a fixed group inside one List, often used as a focused result or review queue. The same company can belong to more than one List and can have a different Stage and owner in each.
After a decision in Triage, choose the right person, inspect relationship and message history, and select an available channel. Avyn drafts from the company context and your outreach preferences. Always check the recipient, channel, subject and message before sending, submitting for approval or copying for manual use.
Conversations collects replies from connected channels with company context. Scheduled shows future messages and drafts that need attention. History shows sent outreach that reached its recipient, while the company record keeps the wider activity history.
In workspaces where sequences are enabled, Add to sequence is the planned-follow-up half of the Triage action. It becomes available after the tier is settled and can combine messages, emails and call tasks over time. Review every step, recipient rule and sender connection before enrolment, then use Scheduled to resolve drafts or missing details.
The Integrations page is the authority for what your workspace receives from its CRM and which changes, if any, can write back. A connection may be read-only. Administrators should verify field and Stage mappings, test with a controlled record, and confirm writeback status before relying on two-way synchronisation.
In workspaces where the knowledge assistant is enabled, you can ask questions across connected documents and inspect citations to the exact source. Treat the answer as a route into the evidence, not as a replacement for reading the source when the decision is material.
A Discovery brief says what you want this search to find. A thesis is the reusable assessment used to judge a company. One search plan can choose a thesis without changing it, so edit the brief when the target is wrong and use thesis settings only when the shared assessment itself must change.
When Search effort is available, Standard, Deep and Research ask Avyn to spend progressively more work on breadth and evidence. The best choice depends on the value of the decision, not on always choosing the largest option. Read the estimate before you run and use a lighter effort while the brief is still being refined.
A List is the shared workflow. It owns Stages and owners. A Sublist is a fixed group inside one List, such as the result of a search or a focused review queue. A company can appear in several Lists, so always check the active List before changing its Stage or owner.
A score is an assessment against one thesis. A tier is the team’s overall judgment on the company. A Stage records where that company sits in one List’s workflow. These answer different questions, and changing a tier does not by itself move the company to another Stage.
Correct a dimension when a specific part of the evidence or reasoning is wrong. Use the overall review when your disagreement is with the final tier. In both cases, explain why and prefer companies you know well, because a precise correction is easier to learn from and audit.
Use a one-off search to explore or refine a brief. Turn it into a recurring search only when the criteria and destination have proved useful. Use Find companies like this when a known company is the clearest example, then inspect what Avyn inferred before you run the new brief.
If something is not behaving the way it is described here, try troubleshooting.
