Deal-flow preparation
Turn source information into a consistent, reviewable output built around your team’s process.
Find the signal.
Keep the context.
Connect decks, meeting notes, and research into a coherent view of each opportunity—built around the way your investors work.
Pitch decks & meeting notes↓Deal-flow preparation↓Source-linked company briefing
Make the work
flow better.
For investors & platform teams.
Founder-meeting preparation
Connect information, reduce repetitive preparation, and keep ownership of the next action clear.
Portfolio-update consolidation
Connect information, reduce repetitive preparation, and keep ownership of the next action clear.
Internal knowledge search
Connect information, reduce repetitive preparation, and keep ownership of the next action clear.
A better starting point for every investment conversation.
A fictional venture firm receives pitch decks through email, warm introductions, and its CRM. Initial company notes are inconsistent and investors repeat background research before meetings.
Explore the scenarioMODELED TIME REDUCTION67%
Not an actual customer result.
45 → 15 minutes / brief
Hypothetical assumptions.Not an actual customer result.
Your systems.
A connected workflow.
We assess access, data quality, and integration options before committing to a build. Connections depend on the systems and permissions available in your environment.
Clear boundaries.
Deliberate approvals.
Investors assess the evidence, decide which founders to meet, and make all investment decisions. The workflow supports preparation rather than ranking people or making autonomous investments.
Engineering & data practicesQuestions about venture capital workflows
What AI workflows can help venture capital teams?
Workflows can prepare sourced company briefings from pitch decks, meeting notes, CRM records, and approved research. Other use cases include founder-meeting preparation and portfolio-update consolidation.
Who decides which companies to pursue?
Investors assess the evidence, decide which founders to meet, and make investment decisions. Coenties builds software for research and preparation, not autonomous investing.
Can existing deal-CRM information be used?
The proposed workflow can use approved CRM records alongside email and research sources. Access, data quality, duplicate records, and available integrations are assessed during scoping.