Industry
Deal flow screened, diligence drafted, founders answered.
We build into the CRM, inbox, and data room your firm already runs, so inbound decks get screened against your thesis, diligence memos draft from public data, and every founder gets a reply.
The problem
Thousands of decks a year, a handful of investments, and a reply rate that founders remember. The partner's inbox is the pipeline. Diligence starts over each time.
What we install here
Four modules, mapped to how firms run.
Each module has an owner team, an outcome, and hard limits. They connect to each other on one layer, so the second one installs faster than the first.
- 01Inbound ResponseFor your front desk and sales teamEvery inbound deck acknowledged, screened against your thesis with the reasoning shown, and the ones worth a look routed to the right partner.See the module
- 03Follow-upFor your revenue teamFounders told where they stand at each stage, portfolio check-ins scheduled on cadence, and stalled conversations revived or closed.See the module
- 04Operations and VisibilityFor leadershipDiligence memos drafted from public data and the data room for a partner to review, and one screen for the pipeline and what is waiting on whom.See the module
Also on the layer
Installs on the same connections once the first system is live.
Built into the tools you already run
- Affinity
- HubSpot
- Notion
- Gmail
- Outlook
- Slack
- Google Drive
How it goes live
Six steps, the same on every install.
We start with how your company runs, not with software. Nothing gets ripped out, and nothing gets migrated.
- 01Map the operationWe sit with the people doing the work and follow leads, quotes, money, and messages through the tools that carry them today.
- 02Set the scope and the priceYou get the outcome, the boundaries, and one set price in writing before anything is built. It moves only if the scope does.
- 03Connect your stackWe build into the CRM, inbox, phone line, and payment tools you already run. The first working build is in your hands within two weeks.
- 04Run in review modeThe system reads real events and prepares real work. Your team approves every result before it goes out, and we make a round of changes every week.
- 05Grant narrow authorityProven, routine actions start running on their own, inside limits, with escalation rules and a full record.
- 06Launch and run itWe take it live, watch it in production, and stay on to run and improve it every month.
Questions
What firms ask first.
Does the system make the pass decision?
No. It screens against the thesis you write down and shows its reasoning. A partner decides, and the decision and the reason are logged so the thesis can be refined.
How is deal information kept confidential?
Everything stays in your environment, scoped to the people on the deal. Nothing from one company's data room informs another's memo. We build to your security requirements.
What does it cost?
One set price in writing after mapping, changed only by a scope change. Ongoing operation is a separate monthly line, disclosed with the build price. We do not publish fees.
Further reading
Your first department
Bring the process you still run by hand.
One mapping call. You leave with the system design, the price in writing, and the date it goes live. The first build lands in two weeks.
Case studies
Three installations, and what changed inside them.
Names withheld, every number from a system running in production.
Read the case studies