Notes
Private working context for this company. Follow-ups, investor context, reminders. Moxie can reference notes. It never turns them into company facts.
What notes are
Notes sit under Prepare. They are for you and the people on this workspace. They are not a page you share with an investor by default. They are stored against your company. If onboarding is not finished, the page asks you to create the company record first.
Memory is different. Memory is facts Moxie should keep across sessions. Notes are working context you typed. Canonical facts still belong on Organization, the profile, or the cap table.
What you see
Capture a note at the top: optional title, tags separated by commas, body. Save note. Existing notes sit in a grid you can filter by tag. Edit and delete live on the card.
How you engage
- Save note. Title is optional. Body is required. Tags help you filter later.
- Filter by tag. Useful when follow-ups pile up across a raise.
- Edit or delete. Stale notes should not be the only copy of a decision. Move the fact to the record.
What not to store
- Secrets. Keys and passwords do not belong here. See Security.
- The only copy of a term. Cap table, rounds, and term sheets own those.
- The only copy of a person. Employees and Investment team own those.