Alex
Analyst Agent
Maintains live investment memos, fact-checks claims, and surfaces blind spots.
We’re a lean shop. We’re building an investment firm for a future we see coming. A future where the traditional fund operating model — teams too large for the capital they manage, weighed down by time-consuming manual work — becomes obsolete. A future where the best investors are defined by three things: creative sourcing, independent judgment, and enduring conviction.
We’re creating a system of work that lets us maximize our time on those three things. These agents are vital components of our system.
Analyst Agent
Maintains live investment memos, fact-checks claims, and surfaces blind spots.
Email Agent
Monitors emails and calendars to log CRM system, portfolio updates, and rolodex/network.
Finance Agent
Tracks fund revenues/expenses, calls/distributions, and NAV.
Legal Agent
Reviews LP subscription docs, service agreements, and prime brokerage agreements.
News Agent
Curates content and news relevant to our portfolio and investment targets.
Librarian Agent
Distills themes and ideas from meeting notes, transcripts, news, and memos.