Investors use Claude constantly — scanning decks, researching founders, drafting IC memos, prepping for board calls. But every session starts from zero. No memory of your portfolio. No record of your investment thesis. No recollection of which sector you think is overheated, or which founder you passed on six months ago and why.
You paste the same context every session. Or you don't, and Claude gives you advice that doesn't account for what you're actually building.
Stash solves this. It's a lightweight MCP connector you add to Claude once. After that, Claude can retrieve your portfolio context, deal notes, and thesis — in a single call, at the start of any session. No more re-briefing.
A quick list of what most investors end up pasting into every Claude session:
This is the framework Claude needs to give you actually useful analysis. Without it, you get generic advice. With it — even partially — you get answers calibrated to your specific portfolio and strategy.
You add Stash's connector URL to Claude Settings once. Then you tell Claude to store your investment context. After that, every conversation can retrieve it in one call.
Zero re-briefing. The second session picks up where the last one left off.
You don't need to migrate everything at once. Start with the things you re-explain most often:
| Collection | What goes in it | When Claude uses it |
|---|---|---|
| portfolio | Company, stage, ARR, ownership, key metrics, follow-on flag | Competitive analysis, board prep, fund reporting |
| thesis | Sector views, deal criteria, stage focus, red flags | Deal evaluation, IC memo framing |
| deals-passed | Company, date, reason for passing, signal quality | "Have I seen something similar?" pattern recognition |
| founders | Name, company, last contact, notes | Founder prep, outreach follow-up |
| lps | LP name, type, communication cadence, notes | LP update drafts, reporting cycles |
| context | Fund name, mandate, team, stage/sector, writing style preferences | Loaded at the start of every session via context() |
This is what portfolio-aware analysis looks like. You're not getting generic VC advice — you're getting advice calibrated to your specific portfolio, thesis, and deal history.
One of the highest-value uses: drafting Investment Committee memos. The problem is always the same — you need to frame the deal against your fund's thesis, compare it to relevant portfolio companies, and structure it to your IC's expectations. All of which requires context Claude doesn't have.
With Stash, a first-cut IC memo takes a fraction of the usual time:
That's a 20-minute manual process compressed to two minutes. The quality depends on how complete your Stash notes are — which gets better the more you use it.
| Not Stash | Why not |
|---|---|
| Real-time market data (valuations, cap tables, recent funding rounds) | Stash only stores what you put in — it's not a live data source |
| Legal document analysis or compliance functions | Wrong tool — use your lawyer |
| Sourcing deal flow from external networks | Stash doesn't have network access or third-party integrations |
| Cap table management or legal entity records | Use Carta or equivalent for anything legally material |
| NDA-protected information about other LPs or co-investors | Standard Claude data handling rules apply — treat like any LLM |
Stash is a remote MCP server — no install, no local setup. You add one URL to Claude Settings and you're done. Signups are free, self-serve, and use Google OAuth.
Sign in at stashlite.com and add your connector URL to Claude Settings under Integrations. Takes two minutes.
Free tier: 2,500 records · 50 queries/month. Pro: 100k records · 1k queries — £8/month.
No install. No app. Paste one URL and every conversation has your context.
Pricing may change as the service develops. Cancel anytime.