1
Draft the Q2 LP letter — pull live MRR from Stripe, cash position from Plaid, and portfolio highlights from Notion into our standard quarterly format, then flag anything I should double-check before sending.
Persona
Investor Relations
AI for investor relations, connected to the tools you actually use.
The stack
A day in the chat
2
Show me every LP who hasn't opened our last three quarterly emails and draft a personal check-in note for each of them in my voice.
3
Pull all capital call notices from the last 12 months in Notion and summarize the total called, total distributed, and the current uncalled commitment balance by LP.
4
Build the investor pipeline report for the GP meeting — pull prospect status from HubSpot, last-touch dates, and next steps for every LP in active diligence.
5
Check Plaid and Brex for any wire activity over $500K in the past week and reconcile it against our expected capital call schedule in Notion.
6
Draft the board update slide deck for next Tuesday — pull current ARR from Stripe, fund metrics from Notion, and portfolio company KPIs from Google Docs into our 10-slide format.
7
Find every LP who asked a question via email in the last 90 days that hasn't been answered yet — draft a response for each one based on our FAQ in Notion.
8
Show me all portfolio companies whose last update in Notion is more than 60 days old — draft a check-in email to each founding team.
Common actions
Send an LP update email via Gmail
Update an LP record in Notion
Create a Google Slides deck from a Notion outline
Log a capital call in the Notion tracker