the kit
these are a few of the ideas we collected. build your own and bring your ideas to the next session!
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dealflow pipeline: WhatsApp to CRM and back
the deal lists everyone gets on WhatsApp, piped into your CRM, deduped, checked against your thesis, and formatted properly on the way back. context pulled from your meeting notes and CRM instead of copy-pasting company names at midnight.
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a second brain that compounds
one file per deal, every call and every debrief captured — plain markdown you own, not locked inside a saas. the point: deal number six gets automatically compared against the five that came before it. this is the thing everything else builds on.
A VC's AI Brain · Health Tech Off the Record · obsidian-second-brain
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ask your CRM like a colleague
the deals live in your crm, but the questions come up at lunch. a chat-app agent — telegram, teams, slack — that tells you whether you've seen a founder, why you passed, who owns the relationship, and writes updates back with your ok on anything sensitive. context where the work happens, not one more tab you never open.
Health Tech Off the Record · How the Best VCs are Using AI · AI for VC Operating Playbook
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daily loops that run in the background
pre-call briefings from your calendar and inbox, inbound triage, IC prep with loud flags on overdue pass emails, and a post-call factory that turns transcripts into deal notes and rejection drafts. four copy-paste recipes, tested in production at a real fund.
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track your tasks before you automate anything
one investor tracked every single task for two weeks (542 rows) before touching his stack. sounds boring, is the highest-leverage first step.
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clean your CRM into a taxonomy AI can query
before any agent is useful, your data has to be answerable. one fund collapsed 120+ crm fields into five that matter — identity, traction, fundraising, people, decisions — and years of dealflow suddenly became queryable. unglamorous, and the thing everything else stands on.
Health Tech Off the Record · buildingfor.vc · AI for VC Operating Playbook
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read the build-vs-buy field guide before you build
don't reinvent the plumbing. a free, open guide to how vc tech actually gets built — data providers, entity resolution, warehousing, agents — so you buy the boring layers and build only the one that's yours. it even ships an llms.txt you can hand straight to your model.
buildingfor.vc · Health Tech Off the Record · Data Driven VC
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anti-portfolio watchlist
the companies you passed on are not a graveyard, they're a watchlist. get pinged when one of them raises, ships, or hires someone great.
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daily signal briefing
your newsletters, X accounts and the funds you watch, filtered against your live deals. max 8 bullets, everything else gets cut. stop scrolling, read one message.
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portfolio reporting with a review queue
founders email updates in whatever format, AI extracts the metrics, a human approves the uncertain ones, LP reports come out. built by a fund CFO, free for single funds.
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know your own funnel before you tune it
most funds can draft a memo but can't tell you their pass rate by source. cohort analysis, conversion by stage, deal velocity, valuation drift — measure the machine before you optimize it. you can't improve a pipeline you've never looked at.
Health Tech Off the Record · AI for VC Operating Playbook · Data Driven VC
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diligence memo agent
eats the data room, does external research, drafts a structured memo where every paragraph shows its source.
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deck review + IC simulation on inbound decks
run a scored deck review or let three simulated partners argue about a company before anyone takes the call. built by a fund, installs in one click.
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voice guides
feed it your sent emails, get tone rules back. drafts that sound like you instead of a polished stranger.
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ship your workflows as a plugin
package your skills so any team installs them in one click. a fund already did this for founders, nobody has done it for VCs yet. could come out of this room.
built one? bring it to the next session.