Selected work
Enablement and build, on real workflows.
A look at how the two sides of the work fit together on the workflows that fill an investment team's week.
Described by the work itself — by workflow and structure — with no metrics we cannot stand behind.
Capability 01
Diligence · financing · investment committee
Firm-wide enablement, plus agents on the heaviest reviews.
Context
Diligence, financing, and investment-committee workflows are repetitive and judgment-heavy — exactly the work where a team wants genuine fluency rather than a one-off demonstration.
Approach
A monthly enablement programme across the whole firm, analyst to partner, running alongside a build track that turns the most repetitive, judgment-heavy reviews into supervised agents.
What we build
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Contract redlining agent Agent
Extraction and comparison of lease and financing terms across documents, surfacing deviations for a human reviewer to rule on.
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IC memo interrogation agent Agent
Adversarial stress-testing of investment-committee papers before presentation: the devil's advocate pattern, operationalised.
Capability 02
Portfolio operations
Portfolio reporting, aggregated where founders already are.
Context
Funds with large portfolios collect reporting through whichever channel each founder prefers. Quarterly aggregation is manual, slow, and brittle.
Approach
An AI ingestion, normalization, and verification layer that meets founders in their existing channels, then reconciles everything into one consistent portfolio view, with the source for every figure preserved.
The point
No founder is asked to change how they report. The fund gets a single, verifiable picture of the portfolio, and the team's time moves from assembling the data to interrogating it.
Capability 03
Discovery & scoping
Scoping across deal evaluation and memo workflows.
Context
Before any build, mapping where AI belongs across deal evaluation and investment-memo workflows — and, just as important, where it does not.
Approach
A scoping engagement: mapping the workflows worth automating, the judgment that must stay human, and the enablement the team needs to operate either way with confidence.
From Lisbon to London
There is probably a workflow on your desk that fits.
If a recurring, judgment-heavy process comes to mind, that is usually the right place to start.
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