Build the relationship before the round.

Dex for Teams adds a shared workspace to each person’s private Dex. A firm uses it to see which colleagues know a founder, a co-investor or an LP, read the conversation history and notes colleagues have shared, and set follow-up reminders for the team.

No. Dex doesn’t track deals, stages or rounds, and there is no pipeline to keep up to date. It holds the relationship side: who knows whom, the shared conversation history and the follow-up. Keep Affinity, Attio or the spreadsheet for the pipeline, or run Dex on its own if the pipeline was only ever there to remember who knew whom. Import a CSV of contacts to get started.

By person. Each shared contact has a timeline. Search a company’s name to see which colleagues know people there and when they last talked. Dex doesn’t provide a separate directory of companies.

Anyone who holds relationships the firm depends on: partners, principals, associates, the platform team. A viewer role gives read-only access. Viewers see what the team has shared, so review what is in the workspace before inviting venture partners, scouts or advisors.

When an owner or admin removes someone from the workspace, their connected accounts stop feeding it and their open reminders are unassigned for the team to pick up. What they shared stays, with their name on it: contacts, timeline items and shared notes. Anything they never shared, and their personal Dex, leaves with them.

Yes, by choosing what to share. For each connected account, each person decides whether the workspace sees nothing, only email subjects, participants and dates, or full content. If even that much is sensitive, leave the account out. Each note can be shared or kept private. Nothing from a personal Dex reaches the workspace unless its owner chooses to share it.

No. Each person chooses which accounts the workspace sees, and at what level. Someone can take part with only the contacts and notes they add by hand.

Yes. Founders, co-investors, LPs, bankers and the operators who send you companies all sit in the same workspace, with the same timeline, search and reminders. Put LPs in a group of their own so the firm keeps in touch with them on their own cadence, and the next raise doesn’t start with a cold email.

No. An individual Dex plan gives a solo GP, an angel or a scout the contacts, the timeline, keep-in-touch reminders and the AI tools, for one person. See Dex for investors. Add a workspace when a second person needs to know who you know.

The Team plan is $40 per user per month, billed monthly. Email us to set up your firm, or to ask about pricing for a larger one.

Yes. Start a 14-day free trial of Dex for Teams, no card needed, then create a workspace from Settings, then Team, and invite the firm.

Yes. Book a short demo with our team, or email us and we’ll get back to you.