A better starting point for every investment conversation.
For investors & platform teams
Worked example. Figures use stated volumes and handling times, not client results. A pilot measures your own baseline before any outcome is reported.
Preparation & review per item
Preparation & review per item
At 120 items per month
The work before
the work.
Venture firms receive pitch decks through email, warm introductions, and the CRM. Initial company notes are inconsistent and investors repeat background research before meetings.
A workflow built
around the team.
Extract company facts, consolidate duplicate records, retrieve approved research sources, and prepare a sourced briefing against the firm’s stated investment criteria.
The embedded engineering team would map the current process with users, agree on an evaluation set, connect approved sources, and test a reviewable prototype before a staged deployment.
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.
Make the assumptions
visible.
Assume 120 items per month and a change from 45 to 15 minutes of staff preparation and review per item.
= 60 staff hours / month
That is a 67% cut in time spent on this task, rounded to the nearest whole percent. It is potential staff capacity, not a claim of cash savings or additional revenue.
Implementation effort, ongoing review, maintenance, and model or infrastructure costs would need to be measured separately. Actual outcomes depend on document quality, case complexity, and adoption.
Useful in a demo.
Proven in the workflow.
- Staff time per item, including corrections and review
- Accuracy and completeness on representative cases
- Exception rates, rework, and turnaround time
- User adoption and ongoing operating cost
Compare a documented baseline with a bounded pilot using comparable cases. Agree on quality and approval criteria before expanding the workflow.