The bottleneck
A capital markets advisory firm was running deal flow, investor relations, and research through inboxes and spreadsheets. Every new mandate meant more manual follow-up, and the founding team was the bottleneck on every conversation.
What we deployed
We rebuilt the intake and follow-up layer around a small set of agents: structured deal intake, automated investor updates from a single source of truth, and research briefs assembled on demand instead of by hand.
The outcome
The founding team stopped being the bottleneck on routine follow-up and could put its attention back on closing mandates, with every investor touchpoint logged and consistent.
The specific numbers from this engagement are being verified against the source and will be published once confirmed.