Deal intelligence, KYB, and decision systems that investors actually use.
Platforms for investors, PE firms and financial intermediaries — capture, profiling, match scoring and workflow automation that hold up to a compliance review.
Where this vertical breaks.
Investors meet hundreds of founders a year. Business cards pile up. Voice notes go untranscribed. Matching happens on gut. A junior analyst spends the week after every conference rebuilding profiles by hand. Warm intros go cold.
How we define, design, build and stay.
Define
Shadow partners through a conference cycle. Identify where the pipeline leaks between capture, triage and follow-up.
Design
Capture-to-intro pipeline: vision OCR, voice transcription, structured profiling, vector match scoring, drafted outreach.
Build
PWA-first so it works on a phone in an airport. Claude-drafted intros with explainable match rationale.
Stay
We iterate on the scoring model against your actual closed vs. passed deals every quarter.
How we scope, price and deliver.
2–3 weeks
Workflows, stakeholders and success criteria. You get a shaped problem and a build plan.
60 days
First production release. Real users, real data. Not a demo.
Ongoing
We run alongside your team. Governance, incident response and iteration.