We build applied intelligencefor investment teams.Dealflow, portfolio knowledgeand exit thinking, kept current.

Explore systems

01 / 0400%

Question 01

What part of the venture workflow feels most manual right now?

Who we work with

  • Early-stage funds run on judgment applied to incomplete information, at speed. We build the layer that keeps the information current so the judgment is the only hard part.

    Examples
    • Deal screening against thesis
    • Founder and market briefs
    • IC memo preparation
    • Portfolio signal monitoring
    • Internal knowledge search
  • Longer holds and heavier operational involvement mean the questions repeat across every deal and every portfolio company. Repeatable questions are what systems are for.

    Examples
    • Diligence research workflows
    • Acquirer and buyer mapping
    • Portfolio company reporting
    • Operational dashboards
    • Exit narrative tracking
  • Capital spread across direct holdings, funds and operating companies rarely sits in one place. The work is consolidation before it is analysis.

    Examples
    • Consolidated portfolio view
    • Manager and fund monitoring
    • Direct investment screening
    • Document and knowledge layer
    • Reporting for family and board

Our approach

01

Clarify the problem

Find the actual bottleneck and what the system has to decide, before anything is designed.

02

Design the system

Map the workflows, interfaces, data flows and integrations before implementation.

03

Build in iterations

Deliver working parts frequently, test them with real users and refine the system.

04

Deploy and hand over

Launch with monitoring and documentation. You own the code, the infrastructure and the docs; maintenance is a standing arrangement if you want it, not a lock-in.

New publication

The Investment Intelligence Blueprints

Original research on investor and deal activity, published in numbered issues. Issue 001 is in research now.