Custom agents, skills, and presets for deal flow and portfolio operations.
Builds diligence briefs from shared sources.
Opinionated structure for investment committee reviews.
Preset schema for updates, owners, and status.
Summarize market, team, and risk signals.
Draft partner updates from pipeline changes.
Autofill company and people records.
Generate presentation-ready summaries.
Deals, firms, contacts, and memos.
KPI cadence, owner, and follow-up status.
From research to final memo approval.
Checklist and output package for partners.
Standard sections with evidence links.
Condensed portfolio narrative template.
