Fintech · PWA · AI

From business card to matched deal in under a minute.

A deal-intelligence PWA for investors who meet hundreds of founders a year. Scan a card or record a voice note — AI builds the profile, scores the match and drafts the intro email.

Client: PE & investment firms
Vertical: Fintech
Engagement: MVP build, 60-day sprint
Status: Shipped

01 / The problem

The follow-up problem swallows the deal pipeline.

Investors walk out of a conference with 80 business cards, 20 voice notes and a vague memory of which ones mattered. Back at the office, a junior analyst spends the week rebuilding profiles by hand. Matching is inconsistent. Warm intros go cold.

02 / What we built

A capture-to-intro pipeline that closes the loop in one mobile session.

Vision capture

Business-card OCR + enrichment on device.

Voice-to-profile

Record the context, get a structured investor/founder profile.

Match scoring

Vector-based matching against the existing book with explainable scores.

Drafted intros

Claude-drafted intro emails, personalised, ready to edit and send.

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03 / Numbers that moved

A week of analyst time compressed into a scan.

Brief to prod

60d

Standard MVP engagement, shipped on cadence

Capture

<1m

Card or voice note to structured profile

Pipeline

end-to-end

Capture → match → intro, one tool

Outcome

I used to lose half the conference in follow-up admin. Now I walk out with the intros already drafted and the matches scored.

Partner · Investment firm

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