Pitches 3
Pitch deck· 01

Intro pitch

The opening Poolman Ventures pitch

The full pitch deck: the case for AI inside a PE firm, the vision, proof from past builds, and how an engagement runs.

  • The problem and the opportunity for AI in PE
  • Vision and concrete ideas
  • Proof from past projects and how we work
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Partner pitch· 02

Workflow discussion

Where the value is and one workflow built

The short partner pitch: what we identified, where the value sits across Truth, Time and Signal, and one workflow built end to end.

  • What we identified inside the firm
  • Where the value is: Truth, Time, Signal
  • One workflow, built and walked through
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Way of working· 03

Offering framework

How we work and what we build

The PE ops stack we actually build, walked layer by layer, with the workflow map showing where AI plugs into a firm and where the value sits.

  • The PE ops stack, surfaces to infrastructure
  • One workflow cut through three views
  • Workflow map beside the live ops stack
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Demos 2
Deal sourcing· 01

Insights Platform

Deal flow and competitor analytics

A sourcing cockpit that scores deal flow, maps competitors and drafts outreach, grounded in the systems a GP already runs.

  • Deal flow funnel with scored longlists
  • Competitor and industry analytics
  • Outreach and industry wireframes
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Portfolio· 02

Value Creation Platform

Portfolio monitoring and value creation

A portfolio cockpit that tracks value-creation initiatives and company performance across the holding, with a single shared view.

  • Portfolio cockpit and company drill-downs
  • Value-creation initiative tracking
  • Collaboration and admin views
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The demos are interactive prototypes with illustrative data, not production systems.