What your AI agent actually does.
27 specific workflows — quantified by the hours saved, revenue protected, and decisions accelerated.
Board Deck Auto-Assembly
Pulls KPIs from Stripe, HubSpot, and financial tools monthly. Assembles a draft board deck with narrative commentary on trends and anomalies — ready for review 48 hours before the meeting.
Learn moreInvestor Update Drafts
After month-end close, compiles ARR, burn rate, runway, and key wins into personalized investor update emails — tailored per investor based on what they track.
Learn moreCompetitive Intelligence Dossier
Monitors competitor websites, job postings, pricing pages, and press releases weekly. Delivers a structured dossier flagging new hires, pricing shifts, product launches, or leadership departures.
Learn moreCrisis Communication Drafting
When negative press, Glassdoor spikes, or social media incidents are detected, drafts internal talking points and an external holding statement — routed to your Slack DM for approval.
Learn moreM&A Target Screening
Continuously scans AngelList, Crunchbase, and industry databases for acquisition targets matching your criteria. Surfaces a weekly shortlist with one-pager summaries.
Learn moreExecutive Hiring Pipeline Tracker
Monitors your ATS for VP+ roles, flags candidates stuck in-process longer than 10 days, and alerts when finalists have competing offers — so you intervene before losing a key hire.
Learn moreRevenue Anomaly Alerts
Watches daily revenue data and alerts when metrics deviate from the 30-day rolling average — catching churn spikes, payment failures, or unexpected upsells 48 hours before the weekly finance review.
Learn moreAutomated Variance Commentary
After monthly close, compares actuals vs. budget by department and generates written explanations by pulling context from Slack and project trackers.
Learn moreCash Flow Scenario Modeling
Runs nightly scenario models based on burn, AR aging, and pipeline data. If projected runway drops below your threshold, sends alert with three remediation scenarios.
Learn moreAudit Trail & Compliance Monitor
Watches for SOX/GAAP-relevant events — unusual journal entries, permission changes, large expense approvals bypassing workflow — and compiles a weekly exception report.
Learn moreVendor Contract Renewal Tracker
Scans all active vendor contracts, flags renewals in 60/30 days, pulls last year's usage data, and drafts a recommendation: renew, renegotiate, or cancel.
Learn moreInbound Deal Flow Triage
Reads every inbound pitch deck email, extracts key data, scores against your thesis criteria, and routes to Notion with a priority tier — your team only reviews the top 15%.
Learn morePortfolio Company Health Dashboard
Pulls monthly metrics from each portfolio company, flags where burn rate increased >20% or revenue growth decelerated, and generates a one-paragraph summary per company.
Learn moreLP Communication Drafts
Auto-generates quarterly LP update letters with aggregated portfolio performance, notable exits, and fund-level metrics — formatted in your firm's template.
Learn moreFounder Reference Back-Channel
Before an investment decision, searches LinkedIn for mutual connections, drafts personalized outreach for back-channel references, and queues them in your Gmail drafts.
Learn moreFollow-On Investment Signals
Monitors portfolio companies' metrics and competitive landscape. Flags inflection-point signals — crossing $1M MRR, landing enterprise logos, competitor raises — with a data-backed memo.
Learn moreCo-Investor Relationship Mapping
Tracks which VCs invest in your spaces. Before a deal, surfaces co-investors who've syndicated with you before, their check sizes, and warm intro paths through your network.
Learn moreEngineering Attrition Risk Scoring
Analyzes signals across GitHub, Slack, and HRIS to generate monthly attrition risk scores per engineer — flag high-risk talent before they give notice.
Learn moreTechnical Due Diligence Pre-Read
Scans a target's public GitHub repos, tech blogs, job postings, and Glassdoor engineering reviews. Delivers a technical assessment before you spend an hour in a meeting.
Learn moreIncident Post-Mortem Aggregator
Collects all incident post-mortems, identifies recurring root causes across quarters, and generates a trends report — giving you data to justify infrastructure investments to the board.
Learn moreSecurity Questionnaire Auto-Fill
When enterprise customers send SOC 2/GDPR/HIPAA questionnaires, pre-fills answers from existing compliance docs and past responses.
Learn moreClient Engagement Profitability
Monitors time entries and billing data, flags projects where realization drops below 80% or scope creep is evident — so you intervene before a relationship becomes unprofitable.
Learn moreBD Follow-Up Sequencer
After a prospect meeting, creates a multi-touch sequence: thank-you within 2 hours, case study at day 3, check-in at day 10, meeting request at day 21 — all personalized.
Learn moreConflict-of-Interest Checker
When a new engagement is proposed, scans your firm's entire client database and historical matters for potential conflicts — flagging issues before you commit.
Learn moreRainmaker Activity Monitor
Tracks each partner's BD pipeline — meetings held, proposals sent, engagements won — and generates scorecards without anyone manually self-reporting.
Learn moreContract Clause Risk Flagging
Reviews incoming contracts, flags non-standard clauses — unusual indemnification, IP overreach, non-compete scope — so you review only the exceptions.
Learn moreThought Leadership Pipeline
Monitors industry developments and regulatory changes. Drafts LinkedIn posts in your voice, timed to publish when news breaks — keeping your brand active during 60-hour weeks.
Learn moreReady to deploy your first use case?
Tell us which workflows drain your time. We'll have your agent running them in under a week.
Request Your Deployment20-minute strategy call · No commitment