When a new deal arrives, your team needs to log it, screen it against the thesis, and route it to the right partner before the founder moves on. We build a workflow that captures inbound deals from any source, runs the initial screen against your criteria, generates a structured summary, and routes it for a first read.
Your portfolio companies send data on different schedules, in different formats, to different people. By the time a KPI variance or covenant issue surfaces, the window to act has often passed. We build a workflow that consolidates company data from your systems, flags performance variances before the board meeting, and routes the summary to the lead partner.
Your LP reporting runs on tight schedules and your investors expect accuracy. We build a workflow that assembles the report from your live fund data, checks for discrepancies and side letter obligations, and routes the pack for approval before it reaches investors.
