FOR INVESTMENT PROFESSIONALS
An agent for investors.
Sourcing, diligence, and portfolio monitoring. Running while you take the next meeting.
Custom skills
Inbound triage
Reads decks, scores against your thesis, drafts a three-line response in your voice.
Diligence packs
Pulls financials, traffic, and founder background. Assembles the draft memo.
Portfolio monitoring
Watches portcos for updates, news, and key hires. Weekly digest before Monday.
Automations
Pipeline hygiene
Email pitch becomes an Affinity record. Reminder set for partner intro decision.
LP letter drafting
Quarter end pulls IRR and MOIC plus portco updates. Drafts the LP letter.
Reference call notes
Records reference calls and pins quotes to the founder's diligence page.
Potential connectors
AAffinity
CCarta
PBPitchbook
Crunchbase
LinkedIn
Notion
Gmail
Calendly
AngelList
Bloomberg
Crunchbase
LinkedIn
Notion
Gmail
Calendly
AngelList
Bloomberg