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Early-Stage VC · Discovery
A two-GP VC firm saw exactly what a Digital Chief of Staff would save them each week
A two-GP venture firm with 6 part-time venture partners had no ops automation. We built a full Digital Chief of Staff demo around their Monday-morning workflow to show exactly what AI would take off their plates.
The problem
A two-GP early-stage VC firm was running everything manually. Outlook and Carta handled the admin stack. Monday mornings meant writing meeting recaps by hand. The GPs wanted AI-generated briefings, voice-matched email drafts, a weekly workload view, and an action-item tracker. They also wanted a path to roll the same system out to portfolio companies.
What we built
- A Digital Chief of Staff demo tailored to each GP separately. GP1 spends Mondays in investment committee. GP2 spends Mondays on LP relations. The AI prep is different for each. A generic assistant would fit neither.
- A Sunday-night weekly overview. AI reads the calendar, CRM, and recent LP and founder emails, then writes a short paragraph for each upcoming meeting with context and a recommended outcome.
- A daily 8am email triage that surfaces priorities and drafts replies in each GP's voice. The model knows whose inbox it's in.
- Pre-meeting research sent 30 minutes before each call. AI runs fresh enrichment on the attendee, including LinkedIn, recent news, and cap table changes, then sends a one-pager to the GP on Slack.
- A weekly dashboard showing what AI took off the plate versus what still needed human time. The GPs were skeptical, so the proof had to be visible.
- An action-item agent that reads meeting transcripts from Granola, pulls out commitments, adds them to a tracker, and follows up if they are not closed on time.
- An architecture designed to extend to portfolio companies. The same patterns can be repackaged for portfolio CEOs without rebuilding from scratch.