Companies

Companies are the core entity in Roulette, representing potential investment opportunities in your deal flow pipeline.

Company Properties

Each company record contains the following key properties:

Property	Type	Description
`id`	UUID	Unique identifier
`account_id`	UUID	The team/account this company belongs to
`name`	string	Company name
`deck_link`	string	URL to external pitch deck
`deck_storage_path`	string	Internal path to uploaded deck
`notes`	string	Internal notes (not visible to company)
`company_status_id`	UUID	Current pipeline stage
`company_status`	object	Embedded status object with `status_text`, `color`, `rank`
`visibility`	enum	Access control level (`private`, `shared`, `team`)
`source`	enum	How the company was added
`source_content`	string	Raw source content (e.g., form submission data)
`metadata`	object	Custom fields, AI analysis, and founder data
`assignees`	array	Team members assigned to this company
`created_at`	timestamp	When the record was created
`updated_at`	timestamp	When last modified
`created_by`	UUID	User who created the record
`updated_by`	UUID	User who last updated the record

Visibility Levels

Companies can have different visibility settings to control who can access them:

Private

Only visible to the user who created it

Shared

Visible to specific users you choose

Team

Visible to all team members

// Create a private company
const company = await createCompany({
  name: "Stealth Startup",
  visibility: "private",
  // ...
});

// Share with specific users
await addCompanyShare(company.id, { user_id: "user-uuid" });

Sources

Track how companies enter your pipeline:

Source	Description
`manual`	Manually added through the UI or API
`email`	Imported from an email
`form`	Submitted through an integrated form
`referral`	Referred by another contact
`website`	Applied through your website
`event`	Met at an event or conference
`other`	Other sources

Pitch Decks

Roulette supports two ways to attach pitch decks to companies:

External Links

Link to decks hosted on DocSend, Google Drive, or other platforms:

{
  "deck_link": "https://docsend.com/view/abc123"
}

AI-Powered Upload

Use the intelligent upload endpoint to process emails, forms, or any text with deck URLs:

curl -X POST "https://www.useroulette.com/api/v1/companies/upload/ai" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -F "account_id=YOUR_ACCOUNT_ID" \
  -F "text=Here's our deck: https://docsend.com/view/abc123" \
  -F "name=Acme Corp"

You can also upload files directly:

curl -X POST "https://www.useroulette.com/api/v1/companies/upload/ai" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -F "account_id=YOUR_ACCOUNT_ID" \
  -F "text=Meeting notes from coffee chat" \
  -F "name=Acme Corp" \
  -F "file_0=@pitch-deck.pdf"

The AI endpoint automatically extracts URLs from text, prioritizes deck platforms (DocSend, Papermark, etc.), and can analyze content to auto-detect the source and suggest a pipeline status.

Metadata

The metadata field contains structured data including AI-extracted information and custom fields:

{
  "metadata": {
    "founders": [
      {
        "name": "Jane Smith",
        "title": "CEO/Co-Founder",
        "email": "jane@example.com",
        "linkedin_profile": "https://linkedin.com/in/janesmith",
        "background": "Former engineer at Google"
      }
    ],
    "ai_analysis": "B2B SaaS platform for enterprise workflow automation...",
    "analyzed_at": "2024-01-15T12:45:00Z",
    "user_preferences": [
      {
        "type": "select",
        "field": "Industry",
        "value": "SaaS",
        "options": ["SaaS", "Fintech", "AI/ML", "Developer Tools"],
        "show_in_table": true
      },
      {
        "type": "text",
        "field": "Check Size",
        "value": "$2M",
        "show_in_table": false
      }
    ]
  }
}

Metadata Structure

Field	Description
`founders`	Array of founder/team member objects (typically AI-extracted from pitch deck)
`ai_analysis`	AI-generated company summary
`analyzed_at`	Timestamp of last AI analysis
`user_preferences`	Custom fields configured by your account

Custom fields (user_preferences) are configured at the account level and can include text, boolean, or select types.

Pipeline Stages

Learn about managing deal flow statuses

Companies API

View all company endpoints

Getting Started

Core Concepts

Companies

Companies

Company Properties

Visibility Levels

Private

Shared

Team

Sources

Pitch Decks

External Links

AI-Powered Upload

Metadata

Metadata Structure

Pipeline Stages

Companies API

​Companies

​Company Properties

​Visibility Levels

Private

Shared

Team

​Sources

​Pitch Decks

​External Links

​AI-Powered Upload

​Metadata

​Metadata Structure

​Related Resources

Pipeline Stages

Companies API

Companies

Company Properties

Visibility Levels

Sources

Pitch Decks

External Links

AI-Powered Upload

Metadata

Metadata Structure

Related Resources