AI Assistant for Investors
Better deal flow intelligence. Less time on research overhead.
Private investors, angels, and VCs are information businesses. An AI assistant handles market research, portfolio monitoring, due diligence research, and deal memo drafting so you can focus on judgment calls.
Get Started FreeSound familiar?
These are the daily frustrations that drain your energy and steal your time.
Deal flow is a fire hose with no filter
You receive 50-100 pitch decks a month. Reading each one seriously enough to make a first decision takes 20-30 minutes. Filtering to the 5-10 worth a real conversation is 15-30 hours of reading every month, before you've done any actual due diligence.
Portfolio monitoring is reactive, not systematic
You have 20 portfolio companies. Each is at a different stage, facing different challenges, and reporting on different schedules. You're usually the last to hear about problems. A systematic monitoring approach would help, but building it manually across 20 companies is a spreadsheet nightmare.
Due diligence research is slow and inconsistent
Diligence on a new deal requires competitive analysis, market sizing, founder background checks, reference calls, technical review, and financial modeling. Some of this is judgment that requires your experience. Much of it is research that doesn't require you specifically but always ends up in your lap anyway.
LP reporting is a quarterly production
Your LPs want quarterly updates: portfolio performance, notable developments, market commentary, and forward-looking view. Writing this well takes 2-3 days per quarter. It's important communication that nobody else can do — but the writing and formatting is pure overhead.
With an AI assistant, you can...
Transform how you work. Here's what becomes possible.
Rapid first-cut deal screening
Input a pitch deck and your investment thesis. AI produces a structured first assessment: fit with your thesis, market dynamics, team background highlights, key risks, and specific questions for a first call.
Example:
'Screen this pitch deck against my thesis: B2B SaaS, Series A, $5-15M check size, focus on vertical software. Tell me: market size credibility, team relevant experience, competitive differentiation, biggest red flags.'
Portfolio company monitoring
AI tracks your portfolio companies' public signals: news coverage, LinkedIn hiring trends, product launches, customer reviews, and team changes. Get a weekly digest of what's happening across your portfolio.
Example:
'Weekly portfolio digest: Company A announced Series C (great signal), Company B's CEO just left per LinkedIn (flag for a check-in call), Company C got 5 negative reviews on G2 this week about customer support issues.'
Market research and competitive landscape
For any sector you're evaluating, AI generates market size analysis, competitive map, key players, recent M&A and fundraising activity, and notable trends from public sources.
Example:
'Deep-dive market research on vertical SaaS for commercial real estate brokers: total addressable market, key competitors, recent funding rounds, what customers are saying about existing solutions, and white space opportunities.'
Deal memo and LP update drafting
Input your notes and thesis and get a structured deal memo or LP update draft. You add the judgment; AI handles the formatting and writing.
Example:
'Draft a deal memo for my investment in [Company]. Here are my notes from due diligence [paste notes]. Use our standard format: thesis, market, product, team, risks, and financial terms.'
Real use cases
Practical ways to put your AI assistant to work right away.
Deal Screening Pipeline
Process inbound deal flow at scale without missing the good ones
- →Upload pitch decks to your AI screening workflow
- →AI assesses each against your investment thesis
- →Generates ranked shortlist with reasoning and red flags
- →Draft follow-up questions for promising companies
Portfolio Intelligence Weekly
Stay ahead of developments at every portfolio company
- →AI monitors public signals for each portfolio company
- →Aggregates news, hiring changes, product updates, and customer signals
- →Generates weekly digest prioritized by significance
- →Flags items requiring your proactive outreach
A day in the life
An investor's Monday morning with AI support:
AI sends weekly digest: '12 new pitch decks received — 3 are worth your time based on thesis fit, flagging for your review. Portfolio: Company A raised Series C (congrats call needed), Company B's CTO just left LinkedIn (check-in call needed).'
First screening call today. AI has prepped a brief: company background, competitive context, market dynamics, and 10 specific questions based on the pitch deck gaps.
Moving a deal to diligence. AI generates a competitive landscape report and founder background summary while you're in your afternoon meetings.
LP update due this week. AI has drafted the first version from your notes. You spend 45 minutes editing instead of 3 days writing.
“I went from reading 60 decks a month to having my AI screen them first and send me the top 8. I spend my actual reading time on the ones worth reading. My deal velocity went up because I have more time for the good conversations.”
Rachel Montgomery
Angel Investor, 40+ portfolio companies
Frequently asked questions
Common questions from investors like you.
Can it analyze financial models in pitch decks?
OpenClaw can review financial projections for internal consistency, flag unusual assumptions, and compare to comparable company benchmarks. Upload the deck or financial model spreadsheet.
Does it connect to deal flow platforms like AngelList or Carta?
OpenClaw connects to platforms with available APIs. For others, you can export data or paste information. We're continually adding integrations.
How does it handle confidential deal information?
OpenClaw runs on your own infrastructure. Confidential deal information, founder names, and financial data stay under your control and are not used to train AI models.
Getting started is easy
You can have your AI assistant running in about 30 minutes.
Get the guide
Free, step-by-step instructions to set everything up
Set it up
Follow along at your own pace, no coding required
Start chatting
Message your AI via WhatsApp, Telegram, or Discord
Ready to get your time back?
Set up your own AI assistant in about 30 minutes. Free guide, no fluff.
Get Started FreeNo credit card required • Works on Mac, Windows, Linux