You've spent years building systems that work for your operation. The way you structure deals, evaluate opportunities, manage relationships, and organize information reflects decisions that make sense for your portfolio, your principals, and your risk profile.
Discovery comes first
Before we build anything, we need to understand how you work. What slows down your diligence process? Where do you lose time in reporting? What tasks require deep expertise that's hard to scale?
We're looking for the nuances. The edge cases. The exceptions. The "we handle it this way because..." moments.
What we're listening for
Your specific terminology. Your approval workflows. How your data is structured across multiple systems. The gaps between what your tools do and what you actually need.
These details reveal how your office really operates. They're the difference between building AI that fits naturally with your team and building another system they have to work around.