Systems Automations and AI for the Global Investment Community

Transform your manual operations, with seamless integrations, AI-driven insights, and comprehensive portfolio management. Get time back to focus on making strategic decisions and building meaningful relationships.

Transform your operations with world class tools

We have created several tools to help investors spot the best opportunities and manage their portfolio.

Let's unlock your business potential with Automations

Embrace the future with our tailored subscription service that combines strategic planning and practical implementation.

Integrating Easy and Logic's automation solutions has revolutionized how we manage data and interact with our portfolio companies. Their support for local model execution has given us the edge we needed.

Larissa, Head of platform at a VC Firm

Improve your fund performance

See how system automations an IA can reduce your manual operations

What do we bring to your table?

Say goodbye to manual tasks and hello to streamlined success! Partner with us to unlock tailored automation solutions designed exclusively for VCs and family offices. Whether it is fine-tuning your CRM or uncovering deep data insights, we are here to revolutionize your processes.

Why choose us?

For more than 8 years, we have specialized in crafting customized automation solutions for funds like Latitud, Giza, and Kapita. With our wealth of experience, let us take care of the manual tasks, allowing you to prioritize what truly drives your success.

How do you work?

We start by talking about what your fund goals, and then we create a plan together. Whether it is migrating your CRM, automating communications, scrapping data for investment memos, or connecting APIs with reporting tools, we figure out the best options. Once we decide, we put the plan into action and start paying monthly. We keep improving our strategy and provide support along the way to make sure everything runs smoothly.

Where to start?

Automation seems overwhelming, sometimes you´re unsure what needs improvement. We start by looking closely at what´s causing you the most trouble—the tasks that eat up your time or cause the most headaches. Then, we create a plan to fix these issues, focusing on what will make the biggest difference. Instead of just adding extras that might be nice but don´t solve the main problems, we target what will truly make your daily work easier and more efficient.

Concerned about additional tool costs?

We build and implement the automation solutions using cutting-edge AI, but it's important to note that the cost of the tools required for these automations will be your responsibility. However, we understand the importance of budgeting and will provide you with an approximate cost for these tools beforehand. This way, there are no surprises, and you can plan your investment with clarity and confidence.

Book your free consultation now and discover investment automation. Try it with us!