All case studies Venture Capital · Digital Chief of Staff

A VC partner outsourced his deal flow and follow-ups to AI

A productized Digital Chief of Staff for a VC partner: deal-flow management, email screening, LinkedIn content, plus a Claude Cowork pilot for legal-doc review.

Industry
Venture Capital
Engagement
Digital Chief of Staff
Timeline
2-3 week deployment
Outcomes
Hours savedPipeline built

The problem

A VC partner needed deal-flow management, email screening, follow-ups, and LinkedIn content support — plus a separate pilot for AI-assisted legal-doc review across a 40-year archive.

What we built

  • Digital Chief of Staff Lindy build for the partner as the first user
  • Deal-flow management workflow with stage-aware follow-ups
  • Email triage with priority routing
  • LinkedIn content drafting in the partner's voice
  • Claude Cowork legal-document review pilot for the historical archive

Stack

LindyClaude CoworkOutlook

Outcome

Sold. Awaiting internal approval for kickoff.

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