Investment Funds co-build workshop
Coming soonHalf a day with the people who do the work. You leave with one working agent on your own data, not a slide about one.
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Deal intelligence, instantlyThe fastest way to recall deal history and portfolio insights
Search across thousands of deals, memos, and decks in seconds. Associates, analysts, and partners get investment insights without the manual research.
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Recall every deal you have seen
Ask in plain English and get an answer built from your own memos, decks and diligence files rather than from whoever happens to remember the deal.
fact_check
Every claim traced to source
Each line an agent writes carries a link back to the document it came from, so an associate can check the work before a partner relies on it.
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Your permissions, your data room
Agents read under the access rules already set on your Drive, Dropbox and SharePoint folders, so an analyst sees what an analyst is meant to see.
Agents
What your team actually runs
Each agent names what it reads, what it writes, and where a person still signs off. Open any card to see it in full.
01Sourcing & Screening
Company research
Builds a cited one-pager on any company before you spend a call on it
- Targeted research across curated public and licensed sources
- Comparison against internal comps and deals precedents
- Structuring of findings into a one-pager
Reads
WritesAn analyst approves the one-pager before it is filed to the deal folder
An analyst approves the one-pager before it is filed to the deal folderDealflow analysis
Screens inbound decks against the thesis and writes up what deserves a call
- Pre-screening of inbound decks
- Qualification against the investment thesis
- Extraction of key insights from presentations
Reads
WritesThe associate on rota confirms the screening note before the pipeline record is updated
The associate on rota confirms the screening note before the pipeline record is updated02Diligence & Investing
Reference & expert calls
Ranks who is worth speaking to, then aggregates what they told you
- Expert identification and ranking
- Ingestion of call transcripts and interview notes
- Aggregation of signal across conversations and research
Reads
WritesAn associate approves the signal summary before it is circulated to the deal team
An associate approves the signal summary before it is circulated to the deal teamDataroom DD & IC memo
Indexes the data room, flags the diligence gaps, drafts the IC memo
- Indexing and querying of documents across the data room
- Flagging diligence gaps based on prior deals or expert views
- IC memo drafting
Reads
WritesA partner approves the memo before it goes to the investment committee
A partner approves the memo before it goes to the investment committee03Portfolio Management & IR
Internal & external comms
Monitors the sources that matter and drafts the update each audience needs
- Targeted web research, including site-specific monitoring
- Aggregation of portfolio and market updates
- Drafting audience-specific newsletters
Reads
WritesThe IR lead approves each newsletter before it is sent
The IR lead approves each newsletter before it is sentEvent management
Segments the contact base, drafts the invitations, tracks who is coming
- Segmentation of contact base by profile and relationship
- Drafting invitations and follow-ups
- Tracking of responses and attendee lists
Reads
WritesThe IR lead approves the segment list and the copy before any invitation is sent
The IR lead approves the segment list and the copy before any invitation is sentConnectors
Every agent runs on systems you already use, through your existing permissions — no new data store, no re-permissioning exercise.
Built for Investment Funds
Capabilities designed around the specific knowledge workflows of your sector.
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Natural language deal search
Query your entire deal history in plain English. "Show me all our B2B SaaS investments in healthcare" returns results in seconds, not hours.
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Secure, permission-aware access
Partners see LP data. Analysts see what they're authorised to see. OAuth-based access controls respect your existing Drive and Notion permissions.
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Draft with your firm's frameworks
Generate investment analysis using your actual decision frameworks, with every statement traced back to source documents.
How it works
Events
Co-build sessions for investment funds
Working sessions where teams build a first agent on their own data. Dates for the next round are not set yet.
Agent teardown
Coming soonA live session on what the harness has to know before an agent’s output is worth reading.