Agents

Reads partner inboxes and files what matches the thesis. Everything else gets a one-line pass.

Latticeform inbound filed

Watches the market map for nodes that just raised and are still inside seed to Series A.

Q3 nodes inside the mandate

Drafts the intro ask from the Affinity record. Does not send it.

Foundry needed no intro

Drops model labs and consumer companions before they cost a partner an hour.

Companion class stays closed

Pulls the numbers out of a deck and writes down what the deck refused to say.

Sable Bio deck parsed

Scores team, market, traction, and moat on the house weights. Does not round up a weak thesis.

Echo thesis score

Finds the comp in the book first, then on the map. Outside comps are labelled as such.

Foundry comps inside the book

Writes the one-page screen the partner will read before agreeing to a meeting.

Sable Bio screen

Turns reference calls into what the customer renews, and what they threatened to leave over.

Foundry references, two of four

Reads the room and flags the schedule that contradicts the deck.

Foundry concentration schedule

Recuts cohorts without the incentive the round would be funding.

Echo, credit removed

Writes the risks in the order they would actually kill the deal.

Foundry risk order

Holds the IC memo to the house style. Recommendation in the first paragraph.

Foundry memo locked

Builds the ten slides the room will look at while someone else talks.

Foundry IC deck

Writes the questions that are still open, so the meeting does not relitigate the memo.

Foundry questions for Thursday

Reads the monthly pack and says what changed, not what the company hopes.

October packs read

Flags any company inside nine months and refuses to call a reserve a ‘support round’.

Inside nine months

Drafts the three questions a partner should ask before the board, from the pack not the narrative.

Portico board questions

Writes the follow-on as if it were a new deal. Recommendation first. No soft language.

Portico and Northwind reserve papers

Drafts the LP letter from the book. Does not invent a realisation to make DPI look busy.

Q3 letter, first draft

Checks Carta against the fund file before anyone quotes TVPI to an LP.

Q3 Carta tie

Writes the notice when cash actually moves. Kiln is still the only one.

Kiln final distribution

Writes where the money went, and which clusters this fund is willing to touch.

Q3 map note

Logs rounds that move a node on the map. Ignores rounds we would not price.

Series A prices vs our ownership

Checks a new name against companies we already own, before a partner meeting is booked.

Sable Bio against Cinder