Custom Agents, Tailored to Your Fund's SOPs
From messy deal data to portfolio intelligence — deploy agents tailored to your fund's SOPs, investment thesis, and reporting cadence.
Four Agents. Full Deal-to-Portfolio Coverage.
Deploy agents that handle both sides of the growth investing workflow — tailored to your fund's SOPs, investment thesis, SaaS benchmarks, and reporting cadence.
Clean Messy Deal Data in Minutes, Not Days
Your Deal Intake Agent handles the chaos of prospective company data — XLS, PDF, CSV in every format. It extracts, normalizes, and structures historical financials so your team can start analyzing immediately. Tailored to your fund's preferred SaaS metric definitions.
- Tailored to your fund's preferred SaaS metric definitions and formats
- Auto-extracts ARR, NDR, churn, and unit economics from any file type
- Normalizes inconsistent date formats and accounting conventions
Describe the Deal. Get the Model.
Your Investment Modelling Agent knows your fund's valuation frameworks and scenario assumptions. Describe the deal in plain English and it generates ARR projections, valuation comps, and scenario analysis — all tailored to your fund's SOPs.
- Tailored to your fund's valuation methodology and assumption sets
- Multi-scenario analysis (bull / base / bear) with your default ranges
- Full formula transparency — every cell is auditable
Portfolio MIS From Any Format, Consolidated Automatically
Your MIS Consolidation Agent knows how each portfolio company reports — spreadsheets, PDFs, slide decks. It ingests all formats, flags discrepancies between sources, and builds a clean consolidated view tailored to your fund's reporting SOPs.
- Follows each portfolio company's reporting format and cadence
- Flags mismatches and missing data across sources automatically
- Outputs a clean, normalized MIS in your fund's standard template
Walk Into Every Board Meeting with the Right Questions
Your Board Prep Agent analyzes portfolio MIS against SaaS benchmarks and historical trends specific to each company. It surfaces pointed, data-backed questions — tailored to your fund's SOPs and portfolio-specific KPI history.
- Tailored to your fund's SaaS benchmarks and portfolio-specific KPI history
- Generates questions with citations to source data and specific cells
- Compares current metrics to historical trends and industry benchmarks