Automations for Finance Professionals
We help funds and finance teams automate operations, reporting and dealflow workflows — with AI agents where it makes sense, and strong guardrails where it matters.
10+
clients
17
projects in 2024
~2 mo
average duration
What we automate
AI + OpsDealflow intake
Pitch deck → structured data → CRM + tasks
Ops & approvals
Requests routed with rules, SLAs, and audit trails
Reporting
Auto-refresh dashboards and investor updates
Built for confidentiality
Sovereign-friendly setups, least-privilege access, and pragmatic security.
Services
From messy inputs to reliable decisions
We design and ship automations that eliminate manual steps and keep humans in control.
Sales & Marketing Automation
Automate lead capture, enrichment, follow-ups and CRM updates — from LinkedIn, email and forms.
Operational Efficiency & AI Agents
AI-powered agents to remove manual steps: intake, classification, validation, and routing.
Data-Driven Decision Making
Market & portfolio insights with automated reporting and a single source of truth.
Workflow Orchestration
Connect tools and teams with robust workflows: approvals, handoffs, alerts, and SLAs.
Built for Confidentiality
Sovereign-friendly setups, least-privilege access, audit trails, and secure data handling.
Fast Delivery
Short cycles, production-ready execution, and continuous improvements over time.
Method
A delivery process that actually ships
Short cycles, clear ownership, and real-world testing — so your automation survives contact with reality.
Step 1
Audit & Strategy
Map your current process, constraints, and success metrics.
Step 2
Custom Solution Design
Design workflows, data model, and guardrails — with you.
Step 3
Implementation & Testing
Ship a production-grade implementation with realistic test cases.
Step 4
Maintenance & Improvements
Monitor, iterate, and continuously automate new parts of the process.
Product
A tool for VC data collection
Extract structured insights from pitch decks in minutes, then sync to your workflow.
Pitch deck → Data
minutesTeam, market, traction
Round, KPIs, risks
Outputs mapped to your CRM fields
Pro tip
Start with one template: IC memo + scorecard. Then automate the capture and validation.
Testimonials
Teams save time — and keep control
Automation should reduce ops load without turning your process into a black box.
“We reduced initial pitch-deck analysis from hours to minutes and aligned the output with our internal workflow.”
VC Partner
Early-stage fund
“The automation removed data entry and follow-ups — our team focuses on decisions, not spreadsheets.”
Investor Relations Lead
Growth fund
“Clear process, fast delivery, and an outcome that actually sticks: measurable time saved every week.”
COO
Fintech
Contact
Get a free audit
Tell us what you want to automate. We reply with a concrete plan: scope, timeline, and the first workflows to ship.
Confidentiality first.
We can work with sovereign-friendly hosting and strict access controls.
This opens your email client (no server required).
Ready to automate?
Send us your current process (even messy). We’ll propose the first workflows to automate and a timeline.