Investment Funds
Across the cycle
IntelliVault
Every deal memo, IC discussion and diligence report becomes searchable and reusable, instead of living in one partner’s head.
01The problem
The fund’s memory lives in a few inboxes
- Deal memos, IC discussions and diligence reports filed and never found again.
- Every new deal researched from zero, even when the fund has seen ten like it.
- What an advisor knew leaves with the advisor.
02The agents we build for the fund
Institutional Memory & Knowledge Engine
Institutional knowledge that compounds instead of leaving with people.
DealArchive AI
Every memo, IC deck and diligence report indexed and searchable.
KnowledgeGraph Builder
Companies, people and theses linked, so a new deal shows what the fund already knows.
Meeting Summarizer
IC and partner meetings summarised and filed against the deal.
Pattern Recognition
What past deals had in common, surfaced on the one in front of you.
Advisor Capture
Operating partners’ and advisors’ knowledge captured as they work.
03How it works
- 01Connect the sources
Data room, CRM, portfolio reporting and fund administration, read where they already are.
- 02Agents run
Each agent holds one job and records what it read and what it produced.
- 03The partner decides
Every output is sourced and traceable. Judgement stays with the fund.
- 04Across the book
Rolled out one company at a time on the same architecture.
Talk to us about IntelliVault
Request the fund briefing →Also in Investment Funds