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.

01 · Insight, where you already workMicrosoft Teams · Slack · same operating partner
TeamFund III›deals-sourcingTue · 08:14
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Operating PartnerAGENT · PROACTIVE
GoogleGoogle · CEO talkHubSpot · rival activityFirefliesFireflies · team call
Nordvale Analytics - a target from your March shortlist. Three signals converging this week:
  • ▸ New CFO started Monday. Prior CFO at a comparable analytics business that exited to PE at ~4x six months into her tenure.
  • ▸ CEO at TechCrunch London last Thursday: "we're building for the next phase, not the next round."
  • ▸ A rival mid-market fund started asking your team about Nordvale two weeks ago.
Reading: this is your window. Path in is Peter Lindqvist (Fund II), overlapped with the CEO at Delta Growth.
Draft outreach and pattern-match memo against Halden?
MR
Markus RennPartner08:17
Yes. Both.
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Operating Partner
On it. Both drafts in your inbox within the hour.
02 · One deal, thesis to path inFund learn · criteria · search · prioritise · scan · path in
  1. 01
    Learns your fund. Point at your fund URL and portfolio - it builds the working model.
  2. 02
    Learns your criteria. Structured Q&A: buy or sell, sector, cheque, geography, exclusions.
  3. 03
    Searches for targets. Thousands of sources, thousands of interpretations, aligned with your mandate.
  4. 04
    Prioritises. Every candidate profiled. Universe compressed to the handful worth your Monday.
  5. 05
    Scans decision-makers. For each priority target, deep read on incentives, bio, language, network.
  6. 06
    Path in. Every warm introduction, mapped. The shortest credible route, chosen.
Example: on a Capmont-scale mandate, the operating partner narrowed 4,612 reachable targets to 500 profiled, 50 shortlisted, and 30 worth the team's Monday morning.
ResearchTech · Agentic Operating Partner1 / 2
03 · Investment memoChoose company · areas · files · run diligence

When conviction lands, the memo drafts itself. Choose the company, the diligence areas, and the files - the seller's data room and your fund's own archive. The operating partner runs the pre-DD, surfaces risks and opportunities, and drafts an IC memo your team can defend.

AChoose the company
Nordvale Analytics · from your profiled shortlist.
BChoose the areas
Commercial, Technical, Financial, Legal & Regulatory.
CGrant file access
Seller data room + your Fund II folder + Fireflies + HubSpot.
DRun diligence
Full pre-DD scan. Flags surfaced. Memo drafts as it goes.
IC Memo · Nordvale Analytics · DraftSourced & cited
Thesis and pattern-match
Buy-and-build in specialty analytics for healthcare. Pattern-matches your Halden entry - same procurement thesis, same EU-South expansion play.
Commercial
Top-3 customers dominate revenue. One under active RFP. Cohort retention holding above prior comparables.
Technical
Modern stack, low technical debt. Defensibility rests on healthcare-adjudication training data, hard to replicate.
Financial
Rule-of-40 within your buy zone. Working capital within tolerance. Cash runway ~14 months at current burn.
Legal / Regulatory
IP registered in NL. MDR class IIa; renewal due Q4. No material litigation surfaced.
Flags surfaced
HIGHCustomer concentration
Top-3 dominate ARR
HIGHMDR renewal Q4
Regulatory calendar
MEDFounder succession
Not in CIM
LOWReagent pricing
Historical margin OK
Value flags
▲ Cross-sell into Halden book
Immediate revenue optionality
▲ Procurement consolidation
Base-case EBITDA lift
Platform subscription
Recurring - the operating partner itself, integrated end to end.
Per-search pricing
Priced per buy-side and sell-side engagement, so cost tracks deal flow.
14-day free trial
One live target for 14 days. If the memo doesn't survive your IC's second read, no invoice.
The next 20 minutes
Send us a target. Twenty minutes, no deck - we'll run the operating partner on it live.
Kamil
kamil@research.tech
Book a call →
ResearchTech · Agentic Operating Partner2 / 2