The system your fund actually operates on, not the CRM it tolerates.
AI for deal sourcing, portfolio ops, and investor reporting. Built by the team behind WAD Capital's platform, which shipped 28 releases in seven months.
What we build here
Each is a real workflow, shipped or ready to ship. Pick the one that hurts the most first.
Deal sourcing from public registries and filings
Harvesters pull and enrich company data from European and US registries on a schedule. Targets that fit the fund's thesis rank higher automatically.
Financial data extraction from PDFs and reports
Structured tables, KPIs, and covenants pulled from filings, teasers, and IMs. What used to be a two-day read is a five-minute review.
Ownership graphs and succession signals
Family-owned, founder-led, and succession-fit companies flagged automatically. Ownership chains rendered as interactive graphs.
Deal attention with intent, not decay
The pipeline surfaces what to push, what to decide, and what to kill. No more one-list-of-neglect that everyone ignores.
Intelligent outreach workflows
Executive matching, personalised messaging, and structured cadences. Founders get replies that read like a human wrote them.
Portfolio monitoring and investor reporting
Portfolio KPIs pulled from operating systems, LP updates generated on cadence, board packs assembled without a two-week fire drill.
Small releases into a real production system.
Understand how the fund actually invests
We start with the thesis, the pipeline, and the calendar. Every feature encodes something specific about how your fund makes decisions.
Ship a first module in weeks, not quarters
Sourcing, CRM, or reporting — whichever moves the needle first. Small, documented releases that your team runs against real deals.
Extend into an operating system
Each module reuses shared foundations. The platform grows into what you need without a rewrite.
Your existing tools stay yours.
We read and write through the systems your team already uses. No parallel database of truth, no rip-and-replace.
Investment firms don't fail because their software is bad. They fail because the work that decides the fund's returns falls into the gaps between tools.