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 drafts LP updates — so you spend time on decisions, not data collection.
Google Workspace
Slack
Notion
Airtable
SnowflakePortfolio 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.
Screens in hours
Every inbound deal compiled into a structured memo — team, funding history, competitive landscape, risks — before the first partner meeting.
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 installs 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
Get started for free. No credit card required.