Systems Automations and AI
for the Global Investment Community

Transform your manual operations, with seamless integrations, AI-driven insights, and comprehensive portfolio management. Get time back to focus on making strategic decisions and building meaningful relationships.

Transform your operations with world class tools

We have created several tools to help investors spot the best opportunities and manage their portfolio.

Let's unlock your business potential with Automations

Embrace the future with our tailored subscription service that combines strategic planning and practical implementation.

Integrating Easy and Logic's automation solutions has revolutionized how we manage data and interact with our portfolio companies. Their support for local model execution has given us the edge we needed.

Larissa, Head of platform at a VC Firm

Frequently asked questions

What do we bring to your table?

Imagine having a partner who’s as invested in your efficiency as you are in your success. We offer tailored automation for VCs and family offices, from CRM fine-tuning to deep data insights. Our passion? Crafting solutions that fit you perfectly.

Why choose us?

I’ve been in this game for 3 years, crafting over 1000 automation processes for funds. This isn’t just my job; it’s my craft. I bring a wealth of experience to ensure you spend less time on manual tasks and more on what truly matters.

Ready to start?

Jumping in is easy. Reach out, and let’s talk about what you need. Whether it’s integrating CRMs or setting up AI models, we’ll map out a plan that’s all about boosting your productivity.

How do we roll?

It’s a journey we take together. Starting with a chat about your goals, we’ll craft a roadmap, set up the tech, and fine-tune as we go. And I’m with you all the way, ensuring everything runs like clockwork.

Post-setup support?

Of course. Our relationship doesn’t end with deployment. I’m here for the tweaks, updates, or any questions you have. Think of me as your go-to for keeping things smooth and efficient.

Not sure where to start?

If the idea of automation seems daunting, or if you're not sure what needs fixing, don't worry. We begin with a thorough analysis to identify the "aspirins" — the tasks that take up most of your time or cause the most headaches. From there, we prepare a roadmap focused on alleviating these pains, prioritizing solutions that tackle these issues directly rather than just adding "vitamins" that might be nice to have but don't solve the core problems. It's all about making your day-to-day smoother and more efficient.

Concerned about additional tool costs?

We build and implement the automation solutions using cutting-edge AI, but it's important to note that the cost of the tools required for these automations will be your responsibility. However, we understand the importance of budgeting and will provide you with an approximate cost for these tools beforehand. This way, there are no surprises, and you can plan your investment with clarity and confidence.

Book your free consultation now and discover investment automation. Try it with us!