VC/PE Investment Team

Screen faster. Diligence deeper.
Never miss a deal.

Deploy a complete AI investment team that handles deal sourcing, initial screening, due diligence, and portfolio monitoring. Your partners focus on relationships and decisions. AI handles the rest.

10x
More deals screened
70%
Faster due diligence
24/7
Portfolio monitoring
100+
Sources tracked

The Deal Flow Bottleneck

Your team is drowning in decks while the best deals slip through. Due diligence takes weeks. Portfolio companies hit the rocks before you see the warning signs.

Every week, you lose opportunities to:

  • Inbox overload

    1000+ decks per year. Only 10% get real review. Best companies buried in the noise. First-look advantage lost.

  • Slow due diligence

    4-6 weeks per deal. Competitors move faster. Terms get worse. Deals go elsewhere while you're still researching.

  • Portfolio blind spots

    Problems emerge at board meetings. No early warning system. Churn, burn rate, competitive threats discovered too late.

  • Missed market signals

    Competitive moves, funding rounds, key hires, product launches โ€” found on Twitter weeks after they matter.

๐Ÿ’ธ Cost of the Status Quo

For a mid-size fund ($100M AUM):

Deals passed (insufficient bandwidth) 8-12
Avg. missed opportunity value $2M+
DD time per partner/year 800 hrs
Portfolio issues caught late 30%
$20M+
Potential returns left on the table

Investment Intelligence at Scale

Imagine reviewing every inbound deck, completing diligence in days not weeks, and knowing about portfolio issues before they become board discussions.

"AI-powered funds can analyze 10x more deals with deeper diligence than traditional firms. The competitive advantage is structural."
โ€” Sequoia Capital, "The Future of VC", 2024
โšก

Screen Everything

Every inbound deck scored and profiled within 24 hours. Surface the diamonds, filter the noise, never miss a winner.

Benchmark: 100% deal coverage
๐Ÿ”

Faster Diligence

Market analysis, competitive landscape, financial deep-dive in 2-3 days instead of 4-6 weeks. Speed = better terms.

Benchmark: 70% time reduction
๐Ÿ“Š

Live Portfolio View

Real-time monitoring across all portfolio companies. Automated KPI collection, trend analysis, early warning alerts.

Benchmark: Weekly portfolio updates
๐ŸŽฏ

Proactive Sourcing

AI finds companies before they raise. Market mapping, trigger event detection, warm intro paths identified automatically.

Benchmark: 3x outbound pipeline
๐Ÿง 

Deep Intelligence

Every company researched comprehensively. Team backgrounds, product analysis, competitive positioning, financial modeling.

Benchmark: Full profile on every deal
๐Ÿ“ˆ

Data-Driven Decisions

Pattern recognition across your entire deal history. What works, what doesn't, quantified and tracked.

Benchmark: Evidence-based investing

Your AI Investment Team

Four specialized agents, working as a coordinated team. Managing Partner sets strategy. AI executes flawlessly.

Managing Partner
Human ยท Manager ยท Strategy
Investment Orchestrator
AI ยท Deputy ยท Coordination
Sourcing Agent
Deal Flow
DD Agent
Analysis
Portfolio Agent
Monitoring
๐Ÿ’ผ

Investment Orchestrator Deputy

investments@yourfund.com

Deputy to Managing Partner. Coordinates deal flow, due diligence, and portfolio operations. Tracks pipeline, briefs partners, flags at-risk investments, and ensures nothing falls through the cracks.

Deal Flow Coordination Partner Briefings Pipeline Tracking Risk Alerts Portfolio Reporting

Integrations

CRM Analytics Docs Calendar Reporting
๐ŸŽฏ

Sourcing Agent

sourcing@yourfund.com

Builds a high-quality deal pipeline. Sources, screens, and surfaces best opportunities. Handles market mapping, inbound processing, initial screening against thesis, and company research.

Market Mapping Deal Screening Company Profiling Thesis Alignment

Integrations

CRM LinkedIn Web Search PitchBook
๐Ÿ”

DD Agent

diligence@yourfund.com

De-risks investments through rigorous analysis. Covers market, competition, product, team, financials, and legal. Surfaces opportunities and red flags before partners commit capital.

Market Analysis Competitive Intel Financial Modeling Risk Assessment

Integrations

Web Search Spreadsheet Docs PitchBook
๐Ÿ“Š

Portfolio Agent

portfolio@yourfund.com

Maximizes portfolio value. Monitors companies, tracks KPIs, coordinates value-add, prepares LP reporting. Monthly KPI collection, quarterly reviews, board prep, and issue alerts.

KPI Tracking Board Prep LP Reporting Value-Add Coordination

Integrations

CRM Spreadsheet Docs Analytics

Works While You Sleep

Event triggers, scheduled tasks, and visual workflows โ€” ready to deploy.

Event Triggers

Real-time responses to key events in your investment workflow.

  • Affinity CRM: New opportunity created, deal stage changed, company updated
  • DocuSign: Envelope completed
  • Carta: Portfolio valuation updated
  • Slack: Message mentions

Scheduled Tasks

Recurring analysis and reporting on autopilot.

  • Daily (9am): Deal flow review and triage
  • Weekly (Fri 4pm): Pipeline summary and upcoming decisions
  • Monthly (5th, 9am): Portfolio performance review
  • Quarterly (10th, 9am): LP reporting package

Visual Workflows

Complex processes orchestrated across your team.

  • Deal Screening to IC: Structured workflow from initial screening through investment committee
  • Portfolio Company Alert: Automated monitoring and escalation for portfolio company issues
  • Due Diligence Process: Comprehensive DD workflow with multiple workstreams

All automations are pre-configured. Customize schedules and triggers to match your fund's workflow.

Calculate Your ROI

Plug in your numbers. See how much capacity you're leaving on the table.

Your Current State

Enter your fund's current metrics

With MeetLoyd Investment Team

Based on customer benchmarks

2,500
Deals screened annually
5x screening capacity
1,600 hrs
Partner time reclaimed
From automated screening
-60%
DD time reduction
2-3 days vs 4-6 weeks
3x
Portfolio efficiency
Automated monitoring
$2.4M
Annual Value Unlocked
Partner time + better deals + portfolio insights
Based on MeetLoyd customer data. Actual results vary by fund size and implementation.

Ready to 10x Your Deal Capacity?

Deploy in 10 minutes. Connect your systems. Start screening better.