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A two-person team operating like a 20-person fund.

An emerging fund built AI into their core operations from day one, enabling a partner and analyst to evaluate deals at the pace of a much larger team.

Time Reduction
98%
Deals Evaluated
5x
Per Memo
45min
01 The challenge

Where they were stuck.

A partner launching an emerging fund had a clear vision: build an AI-native firm from the start. With just himself and one analyst, he didn't have the resources to operate at the same level as larger funds. He approached us to rethink his operations with AI at the core to be able to scale and compete without growing headcount.

02 The solution

What we built.

The biggest bottleneck was the due diligence process. We built an AI-powered research and synthesis system that dramatically cut down the due diligence time and allowed them to evaluate 5x more deals:

  1. Automated Research Pipeline

    Custom agents that gather comprehensive information on target companies from public databases, news sources, social media, and industry reports. What used to take days of manual research now happens in minutes.

  2. Intelligent Analysis Engine

    AI systems trained on the firm's investment thesis and evaluation criteria. The system analyzes data through the lens of what the partner actually cares about.

  3. Structured Memo Generation

    Automated drafting of investment memos in the firm's preferred format, with citations and supporting evidence properly organized. Analysts review and refine rather than starting from scratch.

  4. Continuous Learning

    The system improves based on partner feedback, learning to better predict what information will be most relevant and how to present it effectively.

03 The results

What changed.

The fund now punches well above its weight. A two-person team sees and seriously evaluates opportunities that would slip through the cracks at larger, slower firms.

98% reduction in memo creation time

From 40+ hours to approximately 45 minutes for a comprehensive investment memo.

3x increase in deals evaluated

The fund thoroughly evaluates significantly more opportunities without adding headcount.

Improved decision quality

With more time for strategic thinking and less for information gathering, every investment decision is better-informed.

Analyst focused on high-value work

The analyst spends time on judgment and refinement rather than repetitive research tasks.

In their words

“We invest in AI companies so we want to operate like an AI company. Sid helped us design our operations with AI at the core, allowing us to compete against larger funds by being faster and more thorough at the same time.”

Founding Partner, Emerging Venture Fund
Talk to us

Want results like these?

30 minutes. We'll talk through your operation, where AI fits, and what a partnership could look like.

Book a call sid@refoundai.com