Poolman Ventures

Workflow map click once to trace a workflow, click again to open its card
Architecture how each ops-stack layer is actually built
Your firmrelationships, market intelligence, knowledge, content, internal ops
Your fundsfund and entity admin, valuations, LP reporting, wind-down
Your dealssource, evaluate, transact, own, exit
Your portfolio companiessales, operations, finance, product inside each holding
Surfaces dashboards, artifacts, agents and workspaces, built per workflow SignalTime
Dashboards & signal mailsweekly market signal, KPI and covenant views, pipeline analytics, readiness scoresmarket intelmonitoringpipeline
Artifact generatorsLP decks and letters, memo skeletons, screen memos, NDAs and NBOs, valuation bridges, board prep briefsLP reportingIC memolegalboard packs
Agents & chasersdealbot replies, stale-entry and action nudges, late-numbers chase, dunning, re-engage triggersdealbotnudgesportco ops
Workspaces & platformsDD workspace, closing workspace, value-creation platform, standing vendor data room, portco dev substrateDDVCPexit room
Context the firm's model: what every workflow reads and writes Truth
Captured truth given
Records of truthledgers, cap tables, deals and terms
The corpusevery document, searchable and linked
Derived intelligence built
Synthesesresearched views on sectors and value
Scorestargets and buyers, ranked by fit
Signalsalerts on covenants, KPIs and deadlines
Data Engines & Agents acquire your data, then make sense of it shared: the sourcing engine Scale
Acquire pull in
Connectsyncs your CRM, ledgers and bank
Extractpulls the data out of documents
Capturelogs email, meetings and calls
Sourcefinds companies and contacts online
Reason make sense
Researchresearches a company, market or person
Monitorspots changes and raises a flag
Scorerates targets and buyers by fit
Your ops stack today structured truth, siloed: the gap is the silo, not the mess
Structured systems of record (siloed)
Affinity (CRM)Affinity
Portco ledgersExactAFASTwinfield
Fund admin (Fundrbird)Fundrbird
Deal sourcingInven.ai
Bank & fund recordsstatements, LPA, admin output
Semi-structured stores
Document managementSharePointOneDriveExcelWord, PowerPoint
EmailOutlook
NotionNotion
Public: the entire internet
Entity & registry dataKVKUBO, deeds
Market dataDealsuitepress
The webnews, filings, company sites: the whole public record
Infra, security and people models, evals, training, security under every layer Control
Models & computecloud where fine, on-premise where confidentiality demands itAI capability
Evals & qualityevery shipped workflow measured for accuracy and drifteval harness
Human enablementtraining on real workflows, bundled into every engagementenablement