1) lp update autopilot
turn portfolio updates + call notes into a monthly lp letter with citations per bullet.
- inputs: gmail label
portfolio/update, doc folder for notes, optional portfolio roster sheet. - output: google doc
lp update — yyyy-mm + appendix of source links. - gate: every company mentioned must have ≥1 source link.
2) co-investor + prospect crm graph
relationship intelligence: who’s warm, who leads, who writes checks, who owes a follow-up.
- inputs: email + calendar participants, optional csv imports.
- output: “today list”, “round map”, per-person timeline.
- gate: no new entity without provenance pointer.
3) founder pipeline triage + follow-up automation
inbox → meetings → deterministic next steps. nothing falls through cracks.
- inputs: gmail labels
founder/inbound, intro, follow-up. - output: triage queue + sla reminders + weekly summary.
- gate: untriaged threads cannot exceed 24h.
4) portfolio ask router
extract asks, match to connectors, draft intros, and track closure.
- inputs: portfolio updates + ad-hoc asks.
- output: “open asks” board + intro drafts + wins log.
- gate: every ask has owner + status; escalation at 7/14 days.
5) investment memo autoprep
generate a standard diligence pack from messy sources; tag unverified claims.
- inputs: deck/data room, emails, notes, links.
- output: memo doc + diligence checklist + assumption registry.
- gate: every key claim has a citation or
unverified tag.
