Deal-sourcing agent
Reads news and pitches daily, shortlists what fits the thesis.
LP sourcing and onboarding agent
Finds potential LPs and onboards new ones.
Follow-up agent
Minutes, follow-ups and document chasing after every call.
Portfolio agent
Tracks portfolio companies, writes the quarterly reports.
Inbox agent
Syncs inbound pitches and outbound requests from email.
Investment banking platform
The firm’s investment banking work, on the same foundation.