AI support for your firm and your founders.
Help your own team work faster, and give portfolio founders practical help putting AI to work.
Where it helps
Your firm
Research, meeting preparation, CRM updates and investor reporting, with your team reviewing every output.
Your founders
Workshops for portfolio founders and their teams, on their own tools and work.
A portfolio company
A scoped implementation with one company, owned by that company.
Example workflows
Jobs we can set up in the tools you use. Each is scoped to your organization.
Account researcherBRIEFS 4Company and sectorRecent newsPast work with the firmQuestions for the callfrom your CRM and public sourcesready before the callSalesAccount researcher
Prepares a brief on an account before a call, from your CRM and public sources.
Reporting assistantSECTIONS 4Revenue and marginCash positionPipelineHeadcountexport missingfrom agreed exportschanges flaggedFinanceReporting assistant
Assembles the monthly report from agreed exports and flags what’s missing.
Meeting follow-upNEXT STEPS 3Decisions written upNext steps, with ownersFollow-up emaildraft readyfrom the meeting notessent by the ownerOperationsMeeting follow-up
Writes up decisions and next steps after a meeting, and drafts the follow-up.
What we take into account
Small teams, no engineers
Most work is configured in tools you already pay for.
Confidential information
Deal and portfolio information stays inside the access each organization grants.
Founders decide
A portfolio company takes part on its own terms, with its own scope.
“The workshop hit exactly the right level. The day after, people were already trying new things in Claude.”
Nazar Al JasserDirector, Aegis Ventures · A team workshopWays to work with us
Tell us about your priorities.
Bring a business problem, a workflow or a plan. We’ll suggest a sensible place to start.