Built custom VC analyst agent that synthesizes updates from multiple channels into standardized analysis. Automatically ranks companies by investment readiness, flags cash runway concerns, and identifies growth momentum using the firm's proprietary scoring criteria.
Deployed custom AI analyst agent to synthesize portfolio company data from multiple sources, apply proprietary investment criteria, and generate insights for strategy sessions, Series A readiness assessments, and investor relations materials.
A small team managing 25+ portfolio companies while maintaining their commitment to being highly valuable investors. Companies sent updates through multiple channels in various formats. Some provided daily updates, others went silent for months. Deep financial model analysis could take hours per company. The team needed to track CAC/LTV ratios, cash runway, cost spikes, and growth momentum across the entire portfolio. Portfolio management consumed only 30-40% of available time when it required 100%. Poor information flow between investing and fundraising teams created bottlenecks. Preparation for portfolio company strategy sessions was time-consuming and manual.
ollo delivered a custom VC analyst agent trained on the firm's proprietary investment scorecard and scoring criteria. The system ingests emails, PDFs, spreadsheets, decks, and financial models, then applies business model-specific metrics (NRR for SaaS, different criteria for B2B versus B2C). Natural language queries let team members ask questions conversationally. The agent automatically ranks portfolio companies by readiness and performance, spots red flags and opportunities, and identifies where the firm should provide support. Time series analysis tracks companies across quarters to identify momentum and inform follow-on investments. Federated architecture ensures portfolio company data stays secure with role-based access controls.
"Portfolio management consumed only 30-40% of our available time versus the 100% we needed. Companies sent updates through different channels in various formats. Translating diverse inputs into standardized formats was quite long and annoying. Now we can manage a growing portfolio without proportional headcount increase."