For investment teams with a defined process
Run the investment process with a system
Install a system for one investment workflow: from intake, evaluation, human decision and monitoring.
Private pilots from $35,000. Delivery plan set after review.
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The operating gap
The pipeline shows the stage. The reasoning lives somewhere else.
When evidence, questions, memos, and decisions live in separate tools, the firm can see where an opportunity sits without retaining a reliable account of why it moved.
The pilot
One complete path from thesis to decision.
The first engagement implements one useful private workflow. Larger firm operations continue in later stages.
Starting investment
From $35,000
How the delivery plan is set
Set after we review the workflow, data, integrations, security constraints, and acceptance criteria.
- The pilot must end in a usable operating path, not only a strategy document or generic demonstration.
- External data providers, procurement, security review, and unavailable systems remain explicit schedule constraints.
- Additional workflows continue as later stages instead of being hidden inside the first commitment.
What your organization needs to provide
Plan for 2–4 hours each week across one accountable sponsor, the workflow owner, and the responsible data, security, or system owners.
- Accelerated pace requires one-business-day blocking decisions and ready access to the named owners.
- Managed pace allows up to three business days for decisions and schedules delivery around procurement and review windows.
- External approvals and unavailable owners remain explicit dependencies; they do not become hidden implementation time.
What this stage does not include
- A replacement for every relationship, accounting, reporting, and portfolio system.
- Unlimited data-provider connections, historical migration, or document ingestion.
- Automatic invest, pass, watch, or portfolio-allocation decisions.
- Unsupervised email, outreach, form submission, or other external action.
- Fundraising, LP reporting, fund accounting, or portfolio KPI collection unless separately scoped.
- Guaranteed investment performance, deal access, fundraising, or financial outcomes.
Show us the investment workflow.
Send the thesis, current review process, and systems in use.
Human review. If the fit is credible, expect a written reply with the appropriate next step, usually within two business days.