Complete guide to all features available in PitchLense.
Page: /create-report.html → /report.html
Upload and analyze startup pitch materials:
- Multi-file upload: Drag & drop support for multiple documents
- File types supported:
- Pitch Deck (PDF, PPTX)
- Call Recording (MP3, WAV)
- Meeting Recording (MP3, WAV, MP4)
- Founder Profile (PDF)
- News Report (PDF, DOCX)
- Company Document (PDF, DOCX)
- AI-Powered Analysis: Google Gemini AI analyzes all uploaded content
- Growth Potential Score: 1-10 scale with risk level (Low/Medium/High)
- Category Analysis: Risk assessment across multiple dimensions
- Knowledge Graph: Interactive D3.js visualization of startup ecosystem
- File Viewer: Built-in viewer for all uploaded documents
Page: /report.html (Chat tab)
Ask questions about your startup reports:
- Contextual Responses: AI answers based on your uploaded documents
- Chat History: Persistent conversation history per report
- Source Citations: AI lists which files were used to answer
- LLM Guardrails:
- Confidence scoring (40-100%)
- Hallucination detection
- Source citation validation
- Response sanitization
- Markdown Support: Formatted AI responses with code blocks, lists, etc.
Page: /report.html (Share dropdown)
Share your analysis reports:
- PDF Export: Professional PDF with charts and analysis
- PPTX Export: PowerPoint presentation with slides
- Email Sharing: Send formatted HTML report via email
- File Downloads: Download all uploaded documents
Page: /search.html
Search and analyze any public company:
- Real-time Search: Type-ahead search after 2 characters (debounced)
- Quick Search: One-click access to top 10 companies
- Comprehensive Data:
- Company profile (description, sector, industry, CEO, etc.)
- Stock price KPIs (price, volume, beta, dividend, 52-week range)
- Financial charts (Revenue, Net Income, Assets, Liabilities)
- Financial tables (detailed income statement & balance sheet)
- Key executives with titles and compensation
- Dividend history with yield and frequency
- Latest press releases
- Data Availability Status: Visual indicator showing which sections have data
- Error Handling: Graceful handling of API failures with user-friendly messages
Page: /market.html
Monitor market performance across multiple dimensions:
- Commodities KPIs: Real-time pricing for 40 commodities (Gold, Silver, Oil, Copper, etc.)
- Top Gainers & Losers: Daily movers with bar charts
- Treasury Rates: Full US Treasury yield curve (1M to 30Y)
- Economic Indicators:
- GDP and Real GDP per Capita trends
- Inflation rate tracking
- Unemployment rate
- Recession probability indicators
- Sector Performance: Historical sector performance (Energy example)
- Industry Performance: Industry-specific tracking (Biotechnology example)
- Sector P/E Ratios: Historical P/E ratio analysis
- All Visualized: Chart.js line charts, bar charts, and KPI cards
Page: /news.html
Stay updated with market news:
- General News: Latest financial market news
- Stock News: Company-specific updates
- Crypto News: Cryptocurrency market news
- Forex News: Foreign exchange updates
- Insider Trading: SEC Form 4 filings with real-time insider transactions
- Crowdfunding Campaigns: Regulation CF offerings with financial details
- Equity Offerings: Form D filings with fundraising details
- Acquisition Ownership: Schedule 13D/13G beneficial ownership disclosures
- Quick search for top 50 companies
- Duplicate detection and removal
- Detailed ownership percentage tracking
- Day-Level Caching: Browser caching to reduce API calls
Page: /investment.html
Track and manage your startup investments:
- Portfolio Overview: Dashboard with total investments and metrics
- Investment Details:
- Investment amount and date
- Equity percentage
- Company valuation
- Funding round information
- Investment type (Equity, Convertible Note, SAFE)
- Status (Active, Exited, Failed)
- Update Tracking:
- Additional investment rounds
- Valuation changes
- Equity dilution tracking
- ROI calculations
- Exit events
- Portfolio Management:
- Add/Edit/Delete investments
- Search by startup or investor name
- Filter by status
- Sort by date, amount, or status
- Analytics Dashboard: Visual charts and metrics
Page: /founder-dna.html
Evaluate founder potential from LinkedIn profiles:
- PDF Upload: Upload LinkedIn profile PDFs
- AI Evaluation:
- Overall founder score (1-10)
- Education quality (1-10)
- Work experience assessment (1-10)
- Leadership potential (1-10)
- Technical expertise (1-10)
- Startup experience (1-10)
- Domain expertise (1-10)
- Risk Flags:
- Red flags: Critical concerns
- Yellow flags: Areas to watch
- Green strengths: Key advantages
- Detailed Analysis:
- Career trajectory evaluation
- Education background analysis
- Leadership experience
- Technical skills assessment
- Industry connections
- Actionable Insights: Specific recommendations and concerns
Page: /email.html
Analyze pitch emails and manage communications:
- Email Fetching: Connect and fetch emails from Gmail
- Pitch Analysis: AI evaluates pitch emails for quality
- Startup Extraction: Automatically extracts:
- Startup name
- Founder name
- Launch date
- Industry/sector
- Website
- Funding ask
- Report Creation: Generate reports directly from email content
- Attachment Handling: Process email attachments
- Email Sending: Send emails directly from the platform
Page: /meeting-assistant.html
Analyze and summarize meeting recordings:
- File Upload: Upload audio/video meeting recordings
- Transcription: Automatic speech-to-text conversion
- AI Summary: Key insights and action items
- Startup Information: Extract relevant startup details
- Report Integration: Link meetings to startup reports
Page: /extension.html
Analyze pitches anywhere on the web:
- Quick Analysis: One-click analysis of any web page
- Gmail Integration: Analyze pitch emails in Gmail inbox
- Popup Interface: Compact UI for quick insights
- Content Script: Automatically detects and extracts pitch content
- Background Processing: Seamless analysis without leaving the page
- Download: Get pre-configured extension zip file
Extension Features:
- Analyze startup websites
- Analyze Gmail pitch emails
- Quick scoring and feedback
- Integration with main platform
Pages: /auth.html
Secure user accounts:
- PBKDF2 Password Hashing: Client-side hashing with salt
- JWT Tokens: HttpOnly cookies for session management
- User Isolation: Each user sees only their own data
- Foreign Key Constraints: Proper data relationships
- Secure Password Reset: (Coming soon)
Backend feature for all AI endpoints
Ensure AI response quality:
- Confidence Scoring: 0-100% confidence calculation
- Hallucination Detection: Identifies fabricated information
- Source Citation Validation: Ensures AI cites actual sources
- Content Moderation: Google Cloud Natural Language API
- Response Format Validation: Ensures proper structure
- Professionalism Check: Detects informal language
- Low Confidence Rejection: Blocks responses below 40% confidence
Throughout application
Optimize performance and reduce costs:
- Browser-Level Caching:
- Day-level caching for market data
- Reduces API calls
- Uses localStorage
- Server-Side Caching:
- 5-30 minute TTL for different endpoints
- Cache invalidation on updates
- Memory-based with cleanup
- Rate Limiting: 10 requests/minute for LLM endpoints
- Debounced Search: 300ms debounce for real-time search
- Parallel API Calls: Promise.allSettled for concurrent requests
- Connection Pooling: MySQL connection pool (10 connections)
Throughout application
Graceful error management:
- User-Friendly Messages: Clear error explanations with SweetAlert2
- Fallback UI: Show alternative content when data unavailable
- API Retry Logic: Automatic retries for transient failures
- Error Logging: Console.error for critical issues (no debug logs)
- Validation: Input validation on both client and server
- 404 Handling: Proper not found pages
Component: navbar.js
Consistent navigation across all pages:
- Icon-Based Sidebar: Compact navigation with tooltips
- Active Page Highlighting: Visual indicator of current page
- Quick Access: One-click navigation to all features
- User Profile: Email display in header
- Sign Out: Accessible from all pages
All pages
Mobile and desktop optimized:
- Responsive Layouts: Adapts to screen size
- Mobile Navigation: Optimized for mobile devices
- Touch-Friendly: Large tap targets
- Fluid Typography: Readable text at all sizes
All pages
Professional dark mode design:
- Custom Color Palette:
- Background:
#1E1E21 - Surface:
#2E3137 - Accent:
#f1d85b(yellow) - Text:
#ffffff
- Background:
- Glassmorphism: Modern glass-like UI elements
- Consistent Design: Same theme across all pages
- High Contrast: Accessible color ratios
Page: /networking.html
Connect with investors and founders:
- Placeholder page created
- Features to be announced
| Feature | Available | API Used | Caching |
|---|---|---|---|
| Startup Analysis | ✅ | Gemini AI | 30 min |
| Q&A Chat | ✅ | Gemini AI | 10 min |
| Company Search | ✅ | FMP | None |
| Market News | ✅ | FMP | 1 day |
| Market Performance | ✅ | FMP | 1 day |
| Investment Tracking | ✅ | Database | None |
| Founder DNA | ✅ | Gemini AI | None |
| Email Analysis | ✅ | Gemini AI + Gmail | 30 min |
| Meeting Assistant | ✅ | Gemini AI | None |
| Browser Extension | ✅ | Gemini AI | None |
| PDF Export | ✅ | jsPDF | None |
| PPTX Export | ✅ | PptxGenJS | None |
| Email Sharing | ✅ | Nodemailer | None |
| Networking | 🔜 | TBD | TBD |
-
For Startup Analysis:
- Upload multiple file types for comprehensive analysis
- Include pitch deck + founder profile for best results
- Use Q&A to deep-dive into specific areas
-
For Market Research:
- Use Search page for company deep-dives
- Check Market page for broader economic trends
- Monitor News page for breaking updates
- Use quick search buttons for frequent lookups
-
For Investment Tracking:
- Add investments immediately after closing
- Record updates regularly (valuations, additional rounds)
- Use filters to segment portfolio by status
- Export data regularly for backup
-
For Due Diligence:
- Combine Founder DNA + Company Search + News
- Check insider trading for unusual activity
- Review equity offerings for competitive funding
- Use meeting assistant to document DD calls
- Enable browser caching for faster loads
- Use quick search buttons to avoid typing
- Pin frequently accessed reports
- Clear old chat history periodically
- Use filters to narrow down large datasets
- FMP API: Depends on your subscription plan
- Gemini AI: Subject to Google's quotas
- LLM Endpoints: 10 requests/minute per user (configurable)
- Browser Cache: 1 day for market data
- Server Cache: 5-30 minutes depending on endpoint
- Database: Unlimited (soft deletes with
is_deletedflag)
- Max File Size: Configured in backend (default: varies by type)
- Supported Formats: PDF, PPTX, DOCX, MP3, WAV, MP4, PNG, JPG
- Storage: Google Cloud Storage (unlimited with GCS)
- 🔜 Networking: Connect with investors and founders
- 🔜 Portfolio Analytics: Advanced ROI calculations and benchmarking
- 🔜 Alerts: Real-time notifications for insider trades, news
- 🔜 Mobile App: Native iOS and Android apps
- 🔜 Collaborative Reports: Share and collaborate on analysis
- 🔜 Custom Scoring: Configure your own risk scoring models
- 🔜 API Access: REST API for programmatic access
- 🔜 Bulk Upload: Analyze multiple startups at once
- Integration with CRM systems
- Automated report scheduling
- Custom webhooks for events
- Team collaboration features
- Advanced data export (CSV, Excel)
- Integration with Airtable, Notion
- Calendar integration for meeting scheduling
- 📚 Check the in-app documentation modal
- 🎥 Watch the YouTube tutorial
- 🌐 Visit pitchlense.com
- 📖 Read DEPLOYMENT.md for setup help
- 🤝 See CONTRIBUTING.md to contribute