The operational layer
your portfolio deserves
Whether you're a lean emerging manager or a scaled platform, we build custom AI workflows that meet you where you are -- from deal flow to LP reporting to fund admin.
THE PROBLEM
Sound familiar?
You didn't start a fund to spend your days wrangling data. But here you are.
Spending hours on LP reports that should take minutes
Deal data living in disparate spreadsheets nobody trusts
Portfolio updates that never come in on time
WHAT WE AUTOMATE
Endless workflows. One platform.
Whether you're a lean emerging manager or a scaled platform, we build to where you are.
Deal Sourcing & Pipeline
From first touch to term sheet, every deal tracked with zero manual data entry.
Due Diligence
Cut the time from intro to investment memo in half, without cutting corners.
Portfolio Monitoring
Full portfolio visibility in a single view, updated without anyone on your team touching a spreadsheet.
LP Reporting
Turn LP reporting from a two-week scramble into a two-day process.
Investor Relations & Communications
Stay top of mind with founders and LPs without letting relationship upkeep fall through the cracks between funds.
Fund Admin & Compliance
Keep your back office clean so your front office can focus on what it's actually paid to do.
HOW IT WORKS
From audit to autopilot
A proven process that takes your fund from manual operations to AI-driven efficiency in weeks, not months.
01
Discovery
We audit your current workflows, identify bottlenecks, and map out every process that's eating your team's time.
02
Design
We architect custom AI agents and automations tailored to your fund's thesis, portfolio size, and operational style.
03
Deploy
We build, test, and deploy your automations -- integrated directly into the tools you already use. No migration required.
04
Iterate
We monitor performance, refine agents based on real outputs, and continuously expand what's automated as your fund grows.
WHY INTELLIGENTOPS
Most ops consultants have never managed a fund
Built from the inside
Built by a team who ran these workflows from the inside, not a generalist consultant. We know where the bottlenecks hide because we've lived them.
Speed to value
First automation live in under 14 days. We don't do six-month discovery phases. You'll see results before your next investment committee meeting.
Ownership without abandonment
You'll own everything we build, the workflows, the logic, the documentation. And when your firm evolves, we're there to evolve with you.
RESULTS
Numbers that compound
Our clients see measurable impact within the first month of deployment.
Reduction in manual deal screening time
Faster LP report generation
Hours saved per partner per month
Data accuracy on portfolio monitoring
SOCIAL PROOF
Trusted by emerging funds
Client logos coming soon
“IntelligentOps cut our LP reporting cycle from 12 days to 3. Our LPs noticed the difference immediately.”
Managing Partner
Series A Fund, $145M AUM
“We were drowning in deal flow data across four different tools. Now everything lives in one place, updated automatically.”
Head of Operations
Seed-Stage Fund, $50M AUM
INTEGRATIONS
Plugs into your existing stack
We build on top of the tools you already use. No rip-and-replace.
Affinity
CRM & Pipeline
Attio
CRM & Pipeline
HubSpot
CRM & Pipeline
Salesforce
CRM & Pipeline
Airtable
CRM & Pipeline
Visible
Data & Portfolio Monitoring
Carta
Data & Portfolio Monitoring
Causal
Data & Portfolio Monitoring
Notion
Data & Portfolio Monitoring
Google Sheets
Data & Portfolio Monitoring
Looker Studio
Data & Portfolio Monitoring
Harmonic
Due Diligence & Research
PitchBook
Due Diligence & Research
Crunchbase
Due Diligence & Research
Perplexity
Due Diligence & Research
Clay
Due Diligence & Research
Google Workspace
LP Reporting & Docs
Microsoft 365
LP Reporting & Docs
DocSend
LP Reporting & Docs
Dropbox
LP Reporting & Docs
Allvue
LP Reporting & Docs
OpenAI / GPT-5
AI & Automation
Claude (Anthropic)
AI & Automation
Zapier
AI & Automation
Make
AI & Automation
n8n
AI & Automation
Carta
Fund Admin
Juniper Square
Fund Admin
AngelList
Fund Admin
Affinity
CRM & Pipeline
Attio
CRM & Pipeline
HubSpot
CRM & Pipeline
Salesforce
CRM & Pipeline
Airtable
CRM & Pipeline
Visible
Data & Portfolio Monitoring
Carta
Data & Portfolio Monitoring
Causal
Data & Portfolio Monitoring
Notion
Data & Portfolio Monitoring
Google Sheets
Data & Portfolio Monitoring
Looker Studio
Data & Portfolio Monitoring
Harmonic
Due Diligence & Research
PitchBook
Due Diligence & Research
Crunchbase
Due Diligence & Research
Perplexity
Due Diligence & Research
Clay
Due Diligence & Research
Google Workspace
LP Reporting & Docs
Microsoft 365
LP Reporting & Docs
DocSend
LP Reporting & Docs
Dropbox
LP Reporting & Docs
Allvue
LP Reporting & Docs
OpenAI / GPT-5
AI & Automation
Claude (Anthropic)
AI & Automation
Zapier
AI & Automation
Make
AI & Automation
n8n
AI & Automation
Carta
Fund Admin
Juniper Square
Fund Admin
AngelList
Fund Admin
CRM & PIPELINE
AffinityAttioHubSpotSalesforceAirtableDATA & PORTFOLIO MONITORING
VisibleCartaCausalNotionGoogle SheetsLooker StudioDUE DILIGENCE & RESEARCH
HarmonicPitchBookCrunchbasePerplexityClayLP REPORTING & DOCS
Google WorkspaceMicrosoft 365DocSendDropboxAllvueAI & AUTOMATION
OpenAI / GPT-5Claude (Anthropic)ZapierMaken8nFUND ADMIN
CartaJuniper SquareAngelListREADY TO START?
Let's automate your fund
Tell us about your fund. We'll audit your workflows and show you exactly what we'd automate first -- no commitment required.