A foundational workflow audit that maps all early-stage startup tools, identifies integration gaps, and delivers a prioritized automation roadmap. This system unifies fragmented CRM, marketing, and analytics tools—automating lead routing, attribution, and territory alignment for each portfolio company.

Automates the enrichment and cleaning of all CRM/contact data across portfolio companies, integrating signals like job changes, funding rounds, and engagement. Ensures each startup’s pipeline is accurate, with real-time updates flowing into shared dashboards for investor and founder visibility.

Reduces manual data entry and research time by 60–80% per company, minimizing attribution errors and unlocking up to 15% more accurately forecasted pipeline—critical for investor and founder decision-making.

Implements automated SDR/AE lead assignment, handoff, and territory logic tailored for evolving startup playbooks. This workflow adapts as each startup grows, standardizing onboarding, routing, and follow-up across sales teams—no matter the maturity of internal processes.

Lifts lead response speed by 3x and reduces lost opportunities due to misrouted or stalled leads, driving an estimated 10–20% increase in qualified pipeline and improving revenue predictability for founders and investors.