Inbound deal flow, founder updates, portfolio support, fund reporting, the knowledge stuck in old memos. The work between a partner and a real conversation with a founder is mostly moving information between tools. We build the tools that take that work off your team.
A few workflows where teams in your industry typically lose hours. Each is a concrete starting point we can shape with you.
A clean intake page where founders share their company in their own words, with the deck, the metrics and the round details. Captured directly into your CRM, routed to the right partner, with a thoughtful response instead of silence.
Each founder submits the monthly update through a short, well-designed form. Highlights, lowlights, KPIs, asks. Your partners open the portfolio dashboard with the numbers ready, and the founder spends fifteen minutes instead of an afternoon.
A chat assistant connected to your past investment memos and diligence notes. Ask whether the fund has looked at a similar company, what the partner concluded and how it played out. 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.
A founder-friendly intake page that lands directly in your CRM. Source, sector and stage parsed automatically, the deck attached, the right partner notified the same hour.
Each founder logs in once a month, fills in highlights, lowlights, KPIs and asks. Your fund opens the portfolio review with consistent data instead of fifteen email formats.
Ask in plain words whether the fund has met a similar founder before, what the partner concluded and where they are now. The memo, the partner and the outcome come back, all from inside your environment.
IC memos, quarterly LP letters and annual reports drafted from your firm’s templates with the deal and portfolio data already filled in. Your team refines the conviction instead of fighting the formatting.
Quarterly check-ins with founders you passed on, post-investment touchpoints, board prep reminders. The relationship stays warm without your partners managing it from a notebook.
A chat helper for your founders connected to your platform resources, your introductions network and your hiring partners. Founders ask once, get the right answer, and the platform team only steps in for the calls that matter.
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.