The Problem
Every fund has the same problem. Enormous amounts of information spread across emails, pitch decks, IC memos, portfolio updates, call notes, PDFs, and internal tools. The data exists, but it is locked in silos and impossible to synthesize quickly when decisions matter.
The issue is not missing data. It is missing leverage.
Private, agentic systems flip the model. Instead of forcing people to organize information upfront, AI ingests everything you already have and turns it into a living intelligence system.
What We Offer
In partnership with The Focus AI, we build private intelligence systems for investment funds. These systems:
- Ingest information from emails, call notes, pitch decks, portfolio updates, and reports
- Connect sources like Granola, Affinity, Airtable, Notion, and internal drives
- Ask complex questions and get precise answers with source-level citations you can audit and share
- Automatically summarize portfolio updates and flag follow-ups, risks, and next steps
- Push insights directly into investment, diligence, and monitoring workflows
Why It Matters
Funds win by making better decisions faster. This layer compresses weeks of synthesis into minutes.
- For venture, it sharpens conviction and pattern recognition
- For private equity, it accelerates diligence and portfolio monitoring
- For funds of funds, it turns fragmented GP updates into a coherent, searchable intelligence system
This is not a chatbot. It is a repeatable system that compounds as your fund grows. No new behavior required. No extra data entry. Just leverage.
Who This Is For
Venture Funds
Managing deal flow, ICs, and founder updates
Private Equity Funds
Running diligence and portfolio oversight
Funds of Funds
Ingesting GP letters, calls, and reporting
Family Offices
With fragmented investment data
How It Works
Connect
We connect to your existing tools and data sources
Ingest
We ingest and index everything privately
Query
Your team queries, analyzes, and acts through a single intelligence layer
How Funds Use This
- Prep IC memos in minutes instead of hours
- Answer LP questions instantly with sources
- Track portfolio and manager updates without manual logging
- Reconstruct past decisions and context on demand
Security & Privacy
- Deployed privately for each fund
- Your data is never used to train shared models
- Vendor-agnostic, MCP-compatible infrastructure
- Access controls and auditability by design
Built on Side Letter's experience structuring institutional investment research and allocator workflows.
Industry Insights
Leading funds are already investing in AI infrastructure:
Slow Ventures
On AI infrastructure for funds
Chapter One
Chapter One invests in Ragie
Scale Venture Partners
MCP is the new WWW
Frequently Asked Questions
Is this a chatbot?
No. It is a persistent intelligence system that compounds over time.
Do we need to change workflows or tools?
No. It sits across what you already use.
Is this white-labeled?
Yes. Deployed under your fund's brand and environment.
Ready to unlock your fund's institutional memory?
We work with a limited number of funds to ensure high-touch implementation. Get in touch to discuss your needs.
Get in Touch ›