Private Equity & VC Use case Agent · App

Assemble the data room

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

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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… Read Deck 1

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

Score Thesis 1

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

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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

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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

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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.