Private Equity & VC Template Agent · App

Assemble the data room

Builds the checklist for the deal, chases what is outstanding and flags the gaps before the call.

Deploy this template 3-day trial · from $49/mo · working in minutes

AgentsAppsKnowledge

Kit Deal Analyst

Clawnify Lite

Screen this week's inbound decks against our thesis

The user wants inbound screened on thesis fit and cheque size before partner time… Clawnify Read Deck 1

Sixteen decks. Four fit the thesis; two are worth a first call.

Clawnify Score Thesis 1

Message Kit...

/ commands thinking: high Enter send · Shift+Enter new line

Deck To First Call · Scores against the thesis, surfaces the few 6 steps

Webhook Deck received
AI Extract the metrics
Code Score vs thesis
Branch Fits mandate?
yes Approval Partner reviews no Agent Log and decline politely

Deals 6 records Pipeline value US$50,700,000 Add deal

Inbound 2 US$7,500,000

Seed · vertical SaaS US$1,500,000

Northwind Kit Salter

Series A · fintech US$6,000,000

Arcadia Kit Salter

Screened 1 US$8,000,000

Series A · devtools US$8,000,000

Lumen Rae Miller

First call 2 US$24,200,000

Series B · health US$22,000,000

Halcyon Rae Miller

Seed · logistics US$2,200,000

Trellis Kit Salter

Diligence 1 US$11,000,000

Series A · security US$11,000,000

Bastion Rae Miller

Proposal Playbook Published v1 History Archive Save draft Publish v2

Proposal Playbook

A collection of proposals submitted to various clients.

Reference Auto proposals/playbooks Tags — comma-separated labels

+ Add property

Purpose & Philosophy

Every strategy we build connects the work to the people who actually see it. We are not generalists who happen to work here — we are the people who do the work.

The method is the same whoever the client is: research, structured planning, and real-time correction, with both the experience and the number it moves in mind.

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More for Private Equity & VC

2 ready

Read every deck so you do not have to Scores inbound decks against your thesis and cheque size, and surfaces the few worth a first call. Collect the numbers without the nagging Asks each portfolio company for its monthly numbers, chases the late ones and assembles the pack.