Platforms for investors, PE firms and financial intermediaries — capture, profiling, match scoring and workflow automation that hold up to a compliance review.
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.
Shadow partners through a conference cycle. Identify where the pipeline leaks between capture, triage and follow-up.
Capture-to-intro pipeline: vision OCR, voice transcription, structured profiling, vector match scoring, drafted outreach.
PWA-first so it works on a phone in an airport. Claude-drafted intros with explainable match rationale.
We iterate on the scoring model against your actual closed vs. passed deals every quarter.
Workflows, stakeholders and success criteria. You get a shaped problem and a build plan.
First production release. Real users, real data. Not a demo.
We run alongside your team. Governance, incident response and iteration.