Your process
The actual work and the investment decisions around it.
Tailored models + agents
No two funds operate alike. Neither should their AI.
We develop models and agents for individual venture firms, built around their investment strategy, institutional knowledge, approved data and operating practices.
01 / Your fund. Your system.
We begin with a workflow. Not a feature list.
Show us what your team is doing today, where judgment matters and where structured work can be delegated to an agent. We design the system around the actual task, the available evidence and the people responsible for the outcome.
02 / The investment lifecycle
Where could a tailored system fit?
These are potential custom engagements, not a catalog of prebuilt applications. The scope of each engagement is defined with the firm.
01 / Discover
Deal Discovery & Market Intelligence
Build sourcing intelligence around the markets and signals your team cares about.
02 / EvaluateScreening & Investment Research
Reflect your firm’s screening questions and research standards in models and agents.
03 / DiligenceDue Diligence & IC Preparation
Help teams work through fund-specific diligence and prepare decision materials.
04 / MonitorPortfolio Intelligence
Make portfolio data and company reporting more useful to the investment team.
05 / ReportFund Operations & LP Reporting
Design agents around internal reporting and investor communication workflows.
06 / RememberInstitutional Knowledge & Firm Operations
Make past research and investment context usable across the firm.
03 / The connecting layer
Institutional knowledge should travel across workflows.
A model built for one part of the investment process may depend on research, historical decisions or approved records from another. The system’s data access and context should be deliberately designed, not assumed.
04 / Commission a system
Built to match your firm’s reality.
01
02
Agreed sources
Relevant evidence, access boundaries and permissions defined with the fund.
03
Your model + agents
Purpose-built components and scoped agent behavior.
04
Your deliverables
Documented, contractually defined deployment and handover.
05 / What we actually engineer
Models establish the logic. Agents carry out the work.
The architecture depends on what the fund needs. It may use existing model providers, custom components, configured tools and permissioned information sources, with the boundaries agreed before delivery.
01 / Model
How information is interpreted
Defined behaviors, evaluation examples and output expectations aligned with the workflow.
02 / Agent
How a scoped task gets done
Tool use, sequences, review points and escalation rules for the jobs the system is permitted to perform.
03 / Delivery
How the system is retained
Documented build scope, operating environment, licenses, rights and agreed handover materials.
06 / Choose an entry point
The first conversation is about the work.
A partner might describe a decision that takes too long. A CTO might describe a system the team cannot safely extend. A principal might describe the research that gets repeated each week.
Partner / GPWhere is valuable investment judgment being crowded out by process?
CTO / Technology leadWhat needs clear architecture, governance and delivery rights?
Principal / Investment teamWhere does evidence gathering slow down a live decision?
A working conversation
Start with the part of investing you want to rethink.
Tell us how your fund currently approaches the workflow. We’ll explore what a custom model or agent would actually require.