Upshot Engine
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Applied AI / Venture capital

Follow the thesis.
Find the signal.

Give your investment team a clearer view of incoming deals, past research, and the questions that deserve a closer look.

Discuss your workflow See what we can build
One possible workflow
Pitch decks01
Investment thesis02
Past deal notes03
Prepared for reviewA first-pass deal brief

Connected sources. Useful context. A clear next step.

Illustrative example · tailored to your systems

Where we start

Workflows for venture capital.

Start with a specific task your team knows well. Build around the documents, decisions, and handoffs that make it work.

01

A more useful first read

Compare incoming pitch decks with your investment criteria. Pull out the company, market, traction, and gaps that need follow-up.

Example outputA screening brief with source references and open questions.
02

Diligence with context

Bring financial disclosures, cap tables, and research into a shared workspace. Surface inconsistencies for the investment team to investigate.

Example outputA diligence checklist linked to supporting documents.
03

Your memory, connected

Find relevant companies, prior conversations, and reasons for past decisions across your firm’s deal history.

Example outputA research summary with related deals and original notes.

Built for the way you work

Systems & review.

AI can prepare the research; investment decisions stay with your team. We design the workflow so people can inspect the evidence, challenge an answer, and add their own judgment.

We map access, source quality, and approval steps before choosing the technology. A focused pilot lets your team evaluate the output against real examples before expanding.

Potential data sourcesDeal notes & CRMDocument storageSpreadsheetsResearch libraries

Connections depend on available APIs, permissions, and the agreed project scope.

Explore our approach

A practical place to begin

Discuss your first workflow.

Bring us the workflow. We’ll help you find a useful first build.

Let’s work it through