Dashboard

Overview of deal-matching activity across the fund.

Demo, sample data
Time saved
Saving per month:
Cost saved
Saving per month:
Deals reviewed this month
15
+12% vs last month
Match rate
71%
within target band
Avg matching time
4 sec
vs ~20 min manual baseline
Active partners
5
across 2 funds

Capital deployed

Cumulative capital deployed across live vintages, last 12 months

Deals by sector

Live deal pool, by sector

Cumulative deployment by vintage

£m deployed, indexed from vintage close, last 12 months

Team workload

Deals sourced and hours automation returned this month

Where the firm saves time

Cap table & SPV admin

Partners manually prepare SPV paperwork for each new investment — subscription docs, cap table entries, KYC pack — about 90 minutes per SPV across 8 SPVs a month, roughly 12 hours a month. Automated: documents generate from the deal record in minutes, leaving a short partner sign-off.

Saved per month~11.8 hrs
LP quarterly reporting

Compiling each LP's quarterly update by hand — portfolio movement, capital called, NAV commentary — takes about 3 hours per LP across 16 LPs a quarter, roughly 12 hours a month. Automated: updates draft themselves from the portfolio data; a partner reviews and sends.

Saved per month~11.5 hrs

Recent activity

Manual vs automated

Done by hand today

A partner cross-references each new deal against the firm's investor network from memory and spreadsheets, checking sector, ticket size and risk appetite one investor at a time. At ~20 minutes per deal, matching this month's 15 deals would take approximately 5 hours of partner time.

Automated here

This system scores every investor against a deal in under 4 seconds, live, as deals enter the pipeline. This month: 15 deals matched in approximately 1 minute of total system time.

Time saved this month ~4.9 hours

Live deals

Click a deal to compute matching investors, live, in the browser. No data leaves this page.

Live deals

Investor pool

Ask the assistant

Summarize this month's deal matches
Draft an LP update
Which deals need investor outreach
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Track ROI on this system
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Generated reports

Audit trail

Matching sensitivity

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A digest of matches and deal flow every Monday