ResearchTech
For Managing Partners · Buy-side & Sell-side

Agentic Operating Partner

Sees every deal. Reads every memo. Watches every portco. Sends what you'd send. Before you ask.

A transactional partner, in the channel you already use.

Proactive signal on a live target
#  deals-sourcing
Message #deals-sourcing@Operating Partner to summon

From your thesis to the person on the other side.

The most advanced Buy & Sell search
  1. 01
    Learns your fund
    Point it at your fund URL. It reads what you've made public and builds a working model of the fund itself.
  2. 02
    Learns your criteria
    One question at a time. Dry-powder position, sector anti-patterns, value-creation levers, LP constraints, exit envelope.
  3. 03
    Searches for targets
    Aligned with the mandate you set. Live feeds on one side, targets emerging on the other.
  4. 04
    Prioritises
    Every candidate profiled. The handful worth your team's Monday, promoted into the priority quadrant.
  5. 05
    Scans decision-makers
    For the priority target: deep read on the person on the other side. Behaviour, incentives, public voice, trust network.
  6. 06
    Path in
    Every warm introduction to the person mapped. The shortest credible chain, scored, and chosen.
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Step 1 · Fund URL + relevant files
Fund III · LP-letter-Q3-2024.pdf
12 pages · 1.2 MB
Fund III · LP-letter-Q2-2024.pdf
10 pages · 0.9 MB
Fund II · IC-memo-Halden.pdf
38 pages · 4.2 MB
Fund II · IC-memo-Kynex.pdf
34 pages · 3.8 MB

When conviction lands, the memo drafts itself.

The deepest pre-DD & memo drafting

Choose the company, the diligence areas, and the files you want it to read - the seller's data room and your own internal archive. The operating partner runs the pre-DD, surfaces risks and opportunities, and drafts an IC memo your team can defend.

  1. A
    Request the memo
    In Teams, in your own words. Focus on risks, opportunities, growth levers.
  2. B
    Confirm the areas
    Agent proposes the diligence areas. You confirm or adjust in the same thread.
  3. C
    Grant file access
    Seller's data room and your fund's own files, side by side. Connect once, use for everything.
  4. D
    Read the memo
    Memo drafts on the left. Live evidence chips against every claim on the right.
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TeamFund IIIic-prep · Nordvale Analytics
MR
Markus RennPartner10:14 AM
@Operating Partner - create an investment memo for Nordvale Analytics. Focus on risks & opportunities, and the growth levers we can pull post-close. Pattern-match against Halden and Kynex.
Operating PartnerAPP10:14 AM
On it. Before I run the diligence:
I'll structure the memo around
  • · Thesis & pattern-match against your Fund II winners
  • · Ranked risks - concentration, regulatory, key-person, market
  • · Ranked opportunities - cross-sell, EU-South, procurement
  • · Growth levers - the four we could pull in year one
  • · Second-order IC questions - pre-answered, sourced
Diligence areas to run - do you want the standard four (commercial · technical · financial · legal) or should I expand?
Reply in thread…

You wake up to a deal you didn't know existed. The memo is drafted. Peter already sent the intro.

You see more

The three deals worth your morning are already in your channel, ranked, with the angle for each.

You prepare deeper

Every memo drafted with your fund's voice, risks ranked in dollars, questions your IC will ask pre-answered.

You close earlier

Warm introductions coordinated end to end. Post-close signals reach you before they reach the board.

The only operating partner that reads how your fund actually invests - from your prior deals, your memos, and the way your partners talk about winning and walking. It doesn't guess. It works from your book.

Kamil Pawlik
Kamil Pawlik
Founder
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