Automated research briefs for a venture capital fund
Daily company briefs — sourced, scored, and filed in Notion before the team sits down — replacing ad-hoc analyst scrambles.
Research on demand, forever
Partners requested company briefs ad-hoc; associates dropped everything to assemble them from scattered sources. Quality varied by who was free, and the same companies got researched twice.
The cost of leaving it alone
Brief-building was the fund’s single largest consumer of associate time, and slow briefs meant slower decisions in competitive deals.
A brief factory with sources
A pipeline that watches the deal list, gathers from curated sources, scores against the fund’s thesis, and files a structured brief with citations.
- Deal-list changes in Notion trigger the pipeline automatically
- Search and retrieval across news, filings, and product sources via Exa
- Thesis-fit scoring rubric encoded with the partners
- Every claim cited; every brief versioned as companies evolve
Stack: Claude · Exa · Notion · Make.com
How it was built
- Week 1: brief template and scoring rubric workshops with partners
- Week 2–3: retrieval pipeline, drafting, and Notion filing via Make.com
- Week 4: side-by-side quality comparison against analyst briefs, then cutover
What the numbers say
What happened next
Associates now start from a brief instead of a blank page and spend their time on judgment calls. The citation requirement proved essential — it’s what made partners trust the output.
This system is an example of Workflow Automation & Integrations work.
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