For the complete site index, see llms.txt.
Portfolio intelligence delivered, not assembled.
Your apprentice tracks every portfolio company, watches the market, preps diligence and meetings, and drafts LP updates — so you spend time on decisions, not data collection.
Google Workspace
Slack
Notion
AirtablePortfolio pulse weekly
A living portfolio table maintained from founder updates and public signals. Every Monday: who's trending up, who's gone quiet, what moved.
Sectors monitored
Funding rounds, exits, and talent migration tracked weekly across your focus sectors — what's heating up, with sources.
A memo for each deal you hand it
Each inbound deal you hand it compiled into a structured memo — team, funding history, competitive landscape, risks — before the first partner meeting.
Every meeting briefed
One two-minute brief per external meeting on today's calendar, ready before the first one: who is in the room, where things stand, what changed since you last met, and what is still open.
LP reporting drafted
Portfolio metrics and highlights assembled into your LP format, with the quarterly letter drafted. You edit the story; the assembly is done.
The Investors Guild
Everything above is enlisted together in one step — 2 agents, 5 assignments, and the tables and knowledge they work from, configured from a handful of answers.
Portfolio Analyst
Keeps the portfolio record current and never carries a stale mark forward as though it were fresh.
Market Scout
Watches the sectors you invest in, and separates a genuine shift from a wave of copies.
Assignments
- Market & Sector Intelligence
- Meeting Prep
- Portfolio Intelligence Pulse
- Deal Screening Memo
- Fund Reporting & LP Updates
Set up for you
- Portfolio table
Market & Sector Intelligence runs the moment you enlist — it needs no integration at all, so there is a real work product waiting before you connect anything.
Put your investors apprentice to work
From $200 per seat per month, credit included. Cancel a monthly plan anytime.