The whole stack an investment team needs.
Every seat free.

Karakeep

Research Capture

Bookmark everything — links, notes, images — with AI auto-tagging and full-text search.

AGPL-3.0karakeep-app/karakeep

Onyx

Agent Chat & Harness

AI chat and enterprise search over 40+ connected sources — ask one question and it answers across the wiki, the drive, the chat history and the CRM at once.

Deployed 2026-08-20 for one client as the Team Workspace Harness. Heaviest bundle in the stack: nine Railway services, ~$100-200/mo.

MIT (ee/ dirs under Onyx Enterprise License)onyx-dot-app/onyx

Outline

Knowledge Management

Markdown-native wiki with Notion-adjacent UX. API keys and MCP access come free in the self-hosted edition.

Our pick. Docmost was evaluated and ruled out — API keys sit behind an Enterprise license.

BSL-1.1outline/outline

Papermark

Deal Flow & Data Rooms

The only fully open-source VDR — unlimited rooms, page-by-page analytics, custom domains.

DealRoom bills flat, not per seat — $12k/yr. ShareVault charges $1.5k–$5k per deal.

AGPL-3.0mfts/papermark

Plane

Tasks & Projects

Linear-shaped issue tracking — cycles, modules, intake, five layouts — with the full REST API, webhooks and an official MCP server in the free self-hosted edition.

The community edition ships the API free, which is why it clears our bar. It is also the one tool here that keeps its own login — SSO, RBAC, approvals and audit trails are commercial-only, so it sits outside the single front door.

AGPL-3.0makeplane/plane

Plunk

Email, Newsletters & Broadcast

Transactional sends, marketing campaigns, and automation in one tool on an SES backend.

Mailchimp prices by contact count, not seat. SES delivery runs ~$0.10 per 1,000 emails.

AGPL-3.0useplunk/plunk

Postiz

Social Media Scheduling

One composer to X, LinkedIn, Instagram, Facebook, TikTok, YouTube, Mastodon and Bluesky.

Hootsuite meters seats and connected accounts; Buffer meters channels. Self-hosting removes both.

AGPL-3.0gitroomhq/postiz-app

Twenty

CRM & Relationship Intelligence

Modern open-source CRM with native AI/MCP access, so agents get full read/write from day one.

Salesforce Financial Services Cloud runs $325–$750/seat/mo at the tier above.

AGPL-3.0twentyhq/twenty

Activepieces

Automation & Integration

No-code automation builder with an AI-native piece library.

MITactivepieces/activepieces

Akaunting

Expenses & Accounting

Full self-hosted accounting — invoicing, bills, expenses, reconciliation and reports, with a client portal.

GPL-3.0akaunting/akaunting

AnythingLLM

Agent Chat & Harness

Document-first chat with the strongest RAG story of the group, plus a no-code agent builder and per-workspace document scoping.

MITMintplex-Labs/anything-llm

Apache Superset

Business Intelligence

Born at Airbnb — 40+ database connectors, drag-and-drop charts, and a real SQL lab.

Apache-2.0apache/superset

AppFlowy

Knowledge Management

The most Notion-shaped option — docs, databases and AI in one app with native desktop clients.

AGPL-3.0AppFlowy-IO/AppFlowy

Appsmith

Internal Tools

Drag-and-drop internal tooling with JS anywhere and 25+ native data connectors.

Apache-2.0appsmithorg/appsmith

Aside

Agentic Browsers

A browser rebuilt for agents: completes multi-step work across the sites you are already logged into — messages, internal tools, payments — without needing an integration for each one.

Processing is local by default and credentials are autofilled rather than exposed to the model. Proprietary, and that is fine here — the point is that it can take instruction from our MCP and agent-skills, not that we host it.

Proprietary

Authentik

Identity & Access

Full identity provider — SAML, OIDC, LDAP, MFA — so one login opens every tool in the stack.

This is what turns a pile of apps into a single suite from the user's point of view.

MITgoauthentik/authentik

Baserow

Database & Workflow

Airtable-style interface that stays fast at unlimited rows; automations and dashboards included.

MITbramw/baserow

BigBlueButton

Video & Meetings

Whiteboard, breakout rooms, and recording — built for sessions that need structure.

LGPL-3.0bigbluebutton/bigbluebutton

BookStack

Knowledge Management

Book/chapter/page hierarchy — good shape for organizing investment frameworks.

MITBookStackApp/BookStack

Browser Use

Agentic Browsers

The harness rather than the browser — the library most agentic browsing is built on. What you reach for when the click-path needs to be codified rather than driven by hand.

109k stars and pushed daily. Already the substrate under a lot of this category.

MITbrowser-use/browser-use

BrowserOS

Agentic Browsers

Open-source agentic browser that runs agents locally against your own tabs and your own model keys.

AGPL-3.0browseros-ai/BrowserOS

Budibase

Internal Tools

Build internal apps over any database in minutes — IC workflows, LP portals, approval flows.

GPL-3.0Budibase/budibase

Cal.diy

Calendar & Scheduling

The community edition split off when Cal.com went closed-source in April 2026.

Self-hosting old Cal.com Enterprise now requires a paying relationship — no longer a $0 path.

MITcal-diy/cal.diy

Chatwoot

Team Communication

Shared inbox and live chat across email, WhatsApp and web — LP and founder correspondence in one queue.

MITchatwoot/chatwoot

CryptPad

Documents & PDF

End-to-end encrypted docs, sheets and forms — the server can't read them.

AGPL-3.0cryptpad/cryptpad

Directus

Publishing

Headless CMS and data platform that wraps any SQL database in an API and admin UI.

BSL-1.1directus/directus

DocuSeal

E-Signature

Fill and sign documents with a clean builder — a lighter e-signature path than Documenso.

AGPL-3.0docusealco/docuseal

Element (Matrix)

Team Communication

End-to-end encrypted messaging on the federated Matrix protocol.

AGPL-3.0element-hq/element-web

ERPNext

Expenses & Accounting

Expense Claims group many receipts into one submission with approval routing, on top of a proper general ledger — the serious end of firm accounting.

Heaviest thing on this page to run, and the only one that genuinely replaces a mid-market ERP.

GPL-3.0frappe/erpnext

Fellou

Agentic Browsers

Agentic browser built around Deep Action — describe a cross-app workflow in a sentence and it plans, then executes across sites, logins and local files, ending in a generated report.

The browser is proprietary, but its agent framework Eko is MIT and standalone (FellouAI/eko, 4.9k stars) — that is the part you could actually build against. Eko was last pushed 2026-03-03, so check it is still moving before depending on it.

Proprietary (Eko framework MIT)FellouAI/eko

Firefly III

Expenses & Accounting

Lightweight expense tracking with budgets, rules and double-entry underneath — the low-ceremony option when you don't need approvals.

Honest limit: personal-finance shaped. You can approximate a trip with tags, but there is no multi-line expense report or approval chain — use Odoo or ERPNext if you need those.

AGPL-3.0firefly-iii/firefly-iii

Flowise

AI Infrastructure

Visual builder for LLM chains and agents over your own data sources.

Apache-2.0FlowiseAI/Flowise

Forgejo

Code & Build

Lightweight self-hosted Git forge with CI — where the firm's internal tooling lives.

MIT / GPL-3.0forgejo/forgejo

Formbricks

Forms & Surveys

Surveys and in-app feedback — founder intake, LP pulse checks, portfolio KPI requests.

AGPL-3.0formbricks/formbricks

Ghost

Publishing

Publishing and paid newsletters with native memberships — the firm's public voice.

Substack's cut is the real cost: on $100k of subscriptions that's $10k a year.

MITTryGhost/Ghost

Gitea

Code & Build

Fast, painless Git hosting that runs comfortably alongside everything else.

MITgo-gitea/gitea

Goose

Agent Chat & Harness

Block's extensible agent harness — capabilities arrive as installable extensions rather than a fixed toolset, so it grows with the stack.

Apache-2.0block/goose

Grafana

Monitoring & Status

The dashboarding standard — metrics, logs and traces from every service on one screen.

AGPL-3.0grafana/grafana

Grist

Database & Workflow

Spreadsheet-database hybrid with real formulas and Python — strong fit for portfolio and cap-table math.

Apache-2.0gristlabs/grist-core

Infisical

Passwords & Secrets

Secrets management for the stack itself — API keys, DB credentials, rotation.

MITInfisical/infisical

Invoice Ninja

Finance & Billing

Invoicing, quotes, expenses and payments — management-fee and portfolio billing.

Elastic License 2.0invoiceninja/invoiceninja

Jitsi Meet

Video & Meetings

Browser-based video with no install, up to 1080p, and complete data control.

Apache-2.0jitsi/jitsi-meet

Keycloak

Identity & Access

The CNCF-backed identity workhorse — battle-tested SSO and federation.

Apache-2.0keycloak/keycloak

Kimai

Finance & Billing

Time tracking for advisory hours, portfolio support and billable work.

AGPL-3.0kimai/kimai

LibreChat

Agent Chat & Harness

Multi-model chat with agents, code interpreter and MCP support built in.

MITdanny-avila/LibreChat

Lightdash

Business Intelligence

Modern BI with native dbt integration, for firms with a data-team bent.

MITlightdash/lightdash

LobeChat

Agent Chat & Harness

Multi-agent collaboration workspace with agent groups and a large library of MCP skills.

Apache-2.0lobehub/lobe-chat

Matomo

Product & Web Analytics

Full-featured analytics with 100% data ownership and GDPR-friendly defaults.

GPL-3.0matomo-org/matomo

Mattermost

Team Communication

Self-hosted Slack clone with strong encryption, deep plugin system, and real mobile apps.

MIT / Source-availablemattermost/mattermost

Meetily

Meetings & Transcription

Bot-free meeting notes: live Parakeet/Whisper transcription with speaker diarization and local summarisation, entirely on your machine. No silent third-party bot joins the call.

29k+ stars. The bot matters more than it sounds — most AI notetakers dial into the meeting as a participant, which means a vendor is sitting in your partner meetings and diligence calls.

MITZackriya-Solutions/meetily

Meilisearch

Research Capture

Instant, typo-tolerant search you can point at any corpus in the stack.

MITmeilisearch/meilisearch

Metabase

Business Intelligence

The most beginner-friendly open-source BI — zero-SQL exploration for partners who won't write queries.

AGPL-3.0metabase/metabase

n8n

Automation & Integration

Visual workflow automation with 400+ integrations and full code escape hatches. The connective tissue of the stack.

The single highest-leverage add: it wires the CRM, data room, wiki and mail together without paying per task.

Sustainable Use Licensen8n-io/n8n

Nanobrowser

Agentic Browsers

Multi-agent browser extension that runs web workflows locally with your own API keys.

Last pushed 2025-11-24 — roughly nine months quiet, so treat it as a reference implementation rather than something to deploy.

Apache-2.0nanobrowser/nanobrowser

Nextcloud

Deal Flow & Data Rooms

Self-hosted file sync and share with enterprise audit logging and granular access control.

AGPL-3.0nextcloud/server

NocoDB

Database & Workflow

Turns any Postgres or MySQL into an Airtable-like UI with auto-generated REST APIs.

Also the recommended base for a custom portfolio-monitoring build.

AGPL-3.0nocodb/nocodb

Odoo Community

Expenses & Accounting

Trip-shaped expense reports: snap receipts as you go, group a conference or diligence trip into one submission — flights, hotel, tickets, meals — then route it through multi-level approval straight into the ledger.

The closest open-source match to how a fund actually spends: travel, lodging and conference tickets grouped per trip rather than dribbled in as loose transactions.

LGPL-3.0odoo/odoo

Odysseus

Agent Chat & Harness

Self-hosted AI workspace with a real agent underneath — built on opencode with MCP, shell, files, skills and persistent memory, plus a Deep Research mode. The ChatGPT/Claude experience, on your own hardware.

82k+ stars since May 2026. This is the shape of the category: a chat surface that is also an agent harness, pointed at your own stack.

AGPL-3.0pewdiepie-archdaemon/odysseus

ONLYOFFICE DocSpace

Deal Flow & Data Rooms

Room-based document storage with collaborative editing and GDPR-aligned controls.

AGPL-3.0ONLYOFFICE/DocSpace

Open WebUI

Agent Chat & Harness

Self-hosted chat UI over any model, with RAG, tools and per-user workspaces.

Runs against your own documents and your own keys — no prompts leaving the firm.

BSD-3-Clauseopen-webui/open-webui

Paperless-ngx

Documents & PDF

Scan, OCR and index every document — diligence paperwork becomes full-text searchable.

GPL-3.0paperless-ngx/paperless-ngx

Plausible

Product & Web Analytics

Lightweight, cookie-free web analytics that doesn't need a consent banner.

AGPL-3.0plausible/analytics

PostHog

Product & Web Analytics

Product analytics, session replay, feature flags and A/B tests in one self-hostable platform.

MIT / Source-availablePostHog/posthog

Qdrant

AI Infrastructure

Vector database — the substrate for search across every tool at once.

This is what makes cross-tool intelligence possible: one index over CRM, wiki, data room and mail.

Apache-2.0qdrant/qdrant

Rallly

Calendar & Scheduling

Group find-a-time polls for IC scheduling and partner offsites, where 1:1 booking pages don't fit.

AGPL-3.0lukevella/rallly

Redash

Business Intelligence

Query-first BI for SQL-comfortable analysts doing ad-hoc portfolio work.

Sisense quotes custom, commonly $10k+/yr.

BSD-2-Clausegetredash/redash

Rocket.Chat

Team Communication

Omnichannel communications with video calls, federation, and full white-labelling.

MITRocketChat/Rocket.Chat

Scriberr

Meetings & Transcription

Self-hosted transcription with NVIDIA Parakeet and Canary or Whisper, word-level timing, and offline diarization that labels exactly who said what.

MITrishikanthc/Scriberr

Speaches

Meetings & Transcription

OpenAI-compatible speech-to-text server — partner meetings and founder calls, transcribed on your own hardware.

Recordings never leave the box, which is the only version of this a firm can actually use on deal calls.

MITspeaches-ai/speaches

Speakr

Meetings & Transcription

A personal transcription workspace — upload recordings, get searchable transcripts with summaries, keep the archive on your own server.

AGPL-3.0murtaza-nasir/speakr

Stirling PDF

Documents & PDF

50+ PDF operations — split, merge, redact, sign, OCR — entirely on your own server.

MITStirling-Tools/Stirling-PDF

Teable

Database & Workflow

Spreadsheet-shaped open-source database with strong relational modeling and a polished UI.

AGPL-3.0teableio/teable

ToolJet

Internal Tools

Low-code builder for admin panels and dashboards over your own tables.

AGPL-3.0ToolJet/ToolJet

Typebot

Forms & Surveys

Conversational forms that feel like chat rather than a questionnaire.

AGPL-3.0baptisteArno/typebot.io

Umami

Product & Web Analytics

Simple, privacy-first web analytics in a single small service.

MITumami-software/umami

Uptime Kuma

Monitoring & Status

Beautiful uptime monitoring and status pages for every service in the stack.

MITlouislam/uptime-kuma

Vane

Agent Chat & Harness

Self-hosted answer engine — searches the live web via SearXNG, reranks, and streams a cited answer. Diligence research that never leaves your box and never trains anyone's model.

Formerly Perplexica, renamed March 2026; ~36k stars. Runs against local models via Ollama or any cloud provider.

MITItzCrazyKns/Vane

Vaultwarden

Passwords & Secrets

Bitwarden-compatible password manager in a tiny Rust server — works with every official Bitwarden client.

One of the cleanest per-seat swaps in the stack: same apps, same UX, no per-seat bill.

AGPL-3.0dani-garcia/vaultwarden

Whishper

Meetings & Transcription

Browser-based transcription for a whole team — upload, transcribe, translate and edit subtitles, 100% locally and happily offline.

AGPL-3.0pluja/whishper

WhisperX

Meetings & Transcription

The research-grade engine: 70x realtime with word-level timestamps and pyannote speaker diarization. What you build a custom pipeline on.

Not an app — an engine. Relevant because it is what the tools above are standing on, and you can point it at an archive of past calls.

BSD-2-Clausem-bain/whisperX

Wiki.js

Knowledge Management

Modern wiki with many auth options and a broad plugin ecosystem.

AGPL-3.0requarks/wiki

Windmill

Automation & Integration

Turn scripts into internal APIs, cron jobs and UIs — a developer-first Zapier.

AGPL-3.0windmill-labs/windmill

Zitadel

Identity & Access

Cloud-native identity with multi-tenancy and audit trails built in.

Apache-2.0zitadel/zitadel

Zulip

Team Communication

Thread-centric chat whose conversation model actually survives a busy deal week.

Apache-2.0zulip/zulip

Colanode

Knowledge Management

Local-first chat, docs, databases and files in one CRDT-backed app.

A consolidation play against two categories at once, but far less battle-tested than either incumbent.

Apache-2.0colanode/colanode

Coolify

Storage & Infrastructure

Self-hostable PaaS — deploy to your own infrastructure instead of Vercel, Heroku or Railway.

Not a category replacement — this is infrastructure, and could become how client stacks get deployed.

Apache-2.0coollabsio/coolify

Documenso

E-Signature

Open-source e-signature with 21 CFR Part 11, HIPAA and SOC2 compliance claims.

Fills a real gap — the stack has no e-signature row today, and subscription docs and side letters need one.

AGPL-3.0documenso/documenso

Dub

Storage & Infrastructure

Link shortening with attribution analytics and affiliate-referral tracking.

Self-hostable but notably heavier than the rest — Next.js, Prisma, MySQL, Upstash and Tinybird.

AGPL-3.0dubinc/dub

Excalidraw

Design & Whiteboarding

Hand-drawn-style collaborative whiteboard — org charts, cap-table diagrams, IC sketches.

MITexcalidraw/excalidraw

FreeFrame

Design & Whiteboarding

Frame-accurate media review with comments, annotations and approval workflows.

Stores into MinIO — a natural companion if the firm's marketing team produces video.

MITTechiebutler/freeframe

Harbor

Storage & Infrastructure

CNCF-graduated container registry that stores, signs and scans your images.

Apache-2.0goharbor/harbor

Listmonk

Email, Newsletters & Broadcast

Newsletter and mailing-list manager in a single Go binary plus Postgres.

Narrower than Plunk and in the same lane — worth a bench-off rather than running both.

AGPL-3.0knadh/listmonk

marimo

Portfolio Monitoring

Reactive Python notebooks stored as git-friendly .py files and deployable as web apps.

The most plausible engine for the custom portfolio-monitoring build.

Apache-2.0marimo-team/marimo

MinIO

Storage & Infrastructure

S3-compatible object storage — the de facto open-source standard, and the layer other tools store into.

Strongest core/ candidate on the watchlist.

AGPL-3.0minio/minio

Penpot

Design & Whiteboarding

Design and prototyping with real design tokens and CSS Grid/Flex layouts — a Figma alternative.

MPL-2.0penpot/penpot

RSSHub

Research Capture

Generates RSS feeds for sites that don't offer one — 5,000+ built-in routes.

Better as a feed source into Karakeep than as a standalone tool.

AGPL-3.0DIYgod/RSSHub

Stalwart

Mail & Calendar Hosting

IMAP, JMAP, SMTP, CalDAV, CardDAV and WebDAV in one Rust binary — the firm's actual mail, not just sends.

Fills the biggest uncovered line item in the stack — nothing else here hosts the firm's inbox.

AGPL-3.0stalwartlabs/mail-server

tududi

Tasks & Projects

Self-hosted tasks, projects, notes and areas with smart workflows.

Task management isn't covered anywhere in the stack today.

MITchrisvel/tududi

Tymeslot

Calendar & Scheduling

Ground-up Calendly alternative built in response to the Cal.com license shift; SSO, webhooks, Stripe Connect.

AGPL-3.0Tymeslot/tymeslot