Deal flow, due diligence, portfolio reporting, value-creation tracking, internal memos. Most of the work between a partner and a decision is moving information between tools and writing the same memo formats. We build the tools that take that work off your team, with the confidentiality your sector requires.
A few workflows where teams in your industry typically lose hours. Each is a concrete starting point we can shape with you.
Every opportunity captured in one place, from the first introduction to the IC vote. Source, stage, owner, next step and the documents attached, all visible to the team without anyone copying a file from one folder to another.
Quarterly KPIs, board packs and value-creation initiatives gathered automatically from each portfolio company in the format your firm uses. Your partners open the portfolio review with the numbers ready, instead of chasing them the week before.
A chat assistant connected to your past deals, IC memos and diligence reports. Ask whether the firm has ever looked at a similar business, and it points to the deal, the memo and the partner who knows it. Nothing leaves your environment.
These are use cases we’ve scoped or shipped before. Pick one that resembles your situation, or describe yours and we’ll shape it together.
New opportunities captured in seconds from email forwards or a simple form, parsed into your fields and routed to the right partner. The teaser deck, the financials and the source all attached automatically.
Each portfolio company submits the monthly numbers through a clean form, the figures land directly in your KPI model, and the partner opens the dashboard ready for the review.
Ask the assistant whether the firm has looked at a similar business in the last five years, what the IC concluded and who ran the diligence. The deal, the memo and the partner come back, all from inside your environment.
IC memos, quarterly LP letters and board updates drafted from your firm’s templates with the deal and portfolio data already filled in. Your team refines the analysis instead of formatting the document.
A clean diligence flow per opportunity, with the checklist your firm actually uses, the data room access tracked, and the missing documents chased automatically until the IC date.
Each portfolio company lists its value-creation initiatives, status, owner and KPI impact. Your operating partner opens the right view in seconds, instead of stitching together five board packs.
Tell us about your firm and the workflow that’s costing you the most time. We’ll come back with what we’d build, how, and how long it takes.