Workflow patterns for
investment teams
These are the fund workflows we use as starting points. Each one is customized to your templates, systems, review habits, and investment context.
Investment Memo Generation
Run a GP fund through extract, validate, master spreadsheet, quant analysis, and memo drafting. Each phase has review gates, source artifacts, usage tracking, and correction capture.
Portfolio News Tracking
Search the web for funding rounds, customer wins, and portfolio catalysts. Stories are deduped, ranked, linked to fund exposure, and rated so future runs learn what matters.
Investment Screener
Drop in a venture or PE fund deck and generate a one-page screening note covering strategy, team, track record, current fundraise, and follow-up questions.
Legal Diligence
Review fund legal documents for key terms, off-market provisions, risk flags, and comparisons against a benchmark of prior diligence.
Quarterly Reconciliation
Maintain a rolling repository of manager quarterly data, validate each new submission against prior quarters, and flag unexpected restatements or inconsistencies.
AGM Notes
Capture and summarize annual general meeting notes with key takeaways, action items, portfolio updates, and manager-level history.
GP Meeting Prep
Pull manager context from CRM and prior diligence to generate briefing notes, recent interactions, open items, and tailored talking points.
Investor Meeting Prep
Generate LP meeting briefings from CRM context, relationship history, commitments, open questions, and relevant portfolio updates.
The best first build is usually the workflow your team already hates.
We use these patterns as accelerators, then customize around your firm context, data sources, model choices, and review standards.
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