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Beta Proactive AI

Proactive AI for investors.

The pitches never stop coming, and the good ones get buried. Elvin reads your deal-flow inbox, researches the company and the founder, and has a brief ready before your meeting. It tracks your portfolio and drafts your LP update too. You just say go.

On your phone, by text, or on Telegram
9:41●●● ▮
Morning, Dana.
Monday, June 9 · founder meeting at 2:00 · 1 brief drafted
New · Elvin found
Pitch landed over the weekend · inbound
Your deal brief on Aerflux is ready
Company, founder, and the fit against your thesis, with the risks flagged. Ready before your 2pm.
Review briefEdit
Portfolio: 2 updates summarized overnight6:48
Drafting this month's LP reportnow
HomePlannerSkillsTasks
Elvin the elf holding a finished deal briefBrief, ready.Waiting on your go.
Reads your deal flow: Gmail, Calendar, Granola, Notion, and your CRM
The problem

The deal flow never stops, and the good ones get buried.

Your inbox is a firehose of pitches, intros, and updates. Somewhere in there is the founder you should meet this week, the portfolio company that is quietly in trouble, and the LP who is waiting on your update.

You are doing the sourcing, the research, the diligence, the reporting, and the relationship work, usually by yourself. The signal is in there. Finding it, and acting on it before it goes cold, is the whole job.

Elvin, quietly sortingacross your inbox, calendar, and notes
Newsletter: 10 seed rounds this week
Inbound pitch: founder you should meetbrief
Slack: 🙌 in #founders
Portfolio co. flagged churnwatch
Calendar invite: coffee?
LP update due Fridaydraft
Before you asked

Most AI waits for a prompt. Elvin already wrote up the deal.

A pitch lands over the weekend. You did not ask Elvin for anything. By Monday it has researched the company and the founder, checked them against what you back, flagged the risks, and left a brief on your home screen, ready before your first meeting. You walk in knowing the company instead of skimming the deck in the elevator.

You asked. Here is a checklist.
AI
To prep for the founder, look up the company, research the founder's background, check it against your thesis, and note the risks before your 2pm.
Now you go do all four, before the meeting.
You never asked. It was just ready.

Elvin saw the pitch land in your inbox over the weekend, researched the company and the founder, and checked them against your thesis. The brief was waiting on your home screen by Monday.

aerflux-deal-brief.doc

Deal brief: Aerflux

Drafted by Elvin · Gmail · web · your thesis
01 What the company does
02 Founder background and track record
03 Fit against your thesis
04 The risks to dig into

You read it, fix one line, and walk in ready.

Zero setup

It learns your thesis and your portfolio.

Connect your accounts and Elvin reads where your work lives: your inbox, calendar, meeting notes from Granola, Notion, and your CRM. There is nothing to configure and no agents to build. Context is your thesis, the kinds of companies you back, your portfolio, and how you write to founders and LPs. Memory is how you want Elvin to behave.

Tell it to always check a deal against your thesis and lead with the risks, and that is how every brief comes out from then on.

Context Live

Your thesis, the companies you back, your portfolio, and how you write to founders and LPs, picked up from the tools you already use.

Memory Live

How you want Elvin to behave. Tell it once, and it remembers.

“Always check a deal against my thesis, and lead with the risks.”
Investor Skills

Skills built for the investor's week, ready on day one.

Other tools hand you a blank agent to configure. Elvin comes with Skills made for the work investors actually do, from first look to LP report. Turn one on and Elvin runs it at the right moment, then brings you the result to approve. You never have to remember to start it.

SkillsFor investors
Made for investors

Weekly Deal Flow

Processes the incoming deal pitches from your email, researches the companies and the founders, and evaluates them against your thesis, so you start the week with the deals that fit, already triaged.

Set up

Monthly LP Report

Generates a monthly report of the top companies you met during the month, with summaries of the meetings, so the update your LPs want is mostly written before you sit down.

Set up

Inbound Pitch Meeting Prep

When a new pitch or meeting request comes in, Elvin automatically researches the sender and their company, so you are never walking in cold.

Set up

Due Diligence

Pulls the financials, the competitive landscape, and the key risks into a structured brief for every deal, so diligence starts from a real document, not a blank page.

Set up

Portfolio Monitor

Tracks your portfolio companies' updates, KPIs, and news, so you spot issues before the next board meeting instead of after.

Set up
Productivity

Daily Briefing

A focused plan from your inbox, calendar, and priorities each morning, with an audio version for the commute.

Set up

After Meeting Follow-Ups

Reviews your founder and LP meetings from your calendar and notes (Granola), then drafts the follow-ups so nothing slips.

Set up

Inbox Zero

Triages a deal-flow inbox, drafts the replies, and flags the few messages that need you today.

Set up

Task Breakdown

Splits a big task into clear next steps so you always know what to do first.

Set up

Focus Guard

Blocks focus time between meetings so the deep work gets done.

Set up

Follow-Up

Tracks the intros, replies, and commitments you are waiting on, and nudges you before they go cold.

Set up

Daily Planner

Estimates how long your work will take and blocks time on your calendar to fit it in.

Set up

Make your own

Save any plan Elvin builds as your own Skill (your standard deal memo, your weekly portfolio check), name it, and schedule it.

Computer use

Real deal memos and LP updates, not a paragraph of advice.

Elvin operates a computer in the cloud, so it hands you the finished artifact: a deal brief, a diligence memo, a founder research summary, an LP update, a portfolio snapshot pulled from your notes and the web. Real files, ready to share with your partners or your LPs.

A deal brief, a diligence memo, a founder research summary, an LP update, a portfolio snapshot pulled from your notes and the web.
Deal brief .doc
Aerflux · first look
Company & founder
Fit & risks
LP update .doc
Company
Stage
Note
Aerflux
Seed
Met
Northwind
A
Tracking
Portfolio snapshot .chart
Your stack

It connects to the tools you already run on.

Gmail, Calendar, Granola, Notion, Slack, and your CRM (HubSpot, Pipedrive, and more). Research a founder, update your pipeline, draft the intro, and prep the meeting, all from one request. The work moves across your tools the way it moves in your head.

Gmail Google CalendarG GranolaN Notion# Slackh HubSpotP Pipedrive
Proactive, with your yes

It catches the work you keep meaning to systematize.

Elvin watches how you work. When it sees you doing the same thing the same way before every deal, it offers to take it over.

You approve once. Nothing goes to a founder or an LP without your go-ahead.
Elvin raising a hand to offer
ElvinI noticed you research every founder before a first meeting. Want me to have that brief ready for you automatically?
Where Elvin lives

Between pitches, at demo days, on your phone.

Elvin lives on your phone. The iPhone and Android apps keep your day, your briefing, and a one-tap voice capture with you. Text Elvin on SMS or Telegram: "brief me on the founder I'm meeting at 2," "what's the latest on the portfolio company that flagged churn," "draft the intro to my co-investor." It texts back with the work done.

"Hey Siri, text Elvin" and hand off a task on the way to a demo day.
Apps and web
iPhone app Android app Web Desktop
Text Elvin like a chief of staff
SMS / text live Telegram live Audio Daily Briefing commute
Elvin
you, leaving a pitch
SMS
brief me on the founder I'm meeting at 2 and flag any risks
Done. Founder background, the company, and 3 risks to dig into. Want me to draft your intro questions too?
Lindy alternative for investors

Other AI makes you do the deal work to get the deal work done.

Build it yourself
Lindy, Zapier, or your own AI coding tool
You are an investor, not an engineer. Wiring up a deal-flow agent and maintaining it is not your job.
Elvin ships investor Skills that already know the work, comes connected, and runs itself.
Prompt it yourself
ChatGPT, Claude
You still have to stop and ask, between meetings, when you have no time.
Elvin reads your deal flow and has the brief ready before you ask.
Generic assistants
Other AI assistants
A friendly face and general routines, but no investor Skills, and tied to your desk.
Elvin has Skills for deal flow, diligence, portfolio monitoring, and LP reporting, and it works on the road.

Elvin is the analyst and the chief of staff you have not hired.

Trust and safety

Founder data and LP data, handled carefully.

You hold confidential information from founders and LPs, so this matters. Elvin runs in the cloud, sandboxed, with only the access it needs, and never trains on your data. Nothing goes to a founder or an LP without your approval.

Read the security page
Elvin holding a shield
CASA Tier 2 Certifiedindependent security review
Never used to train AI modelsyour data stays in your account
SOC 2 in progresscompliance underway
Proof

Investors stop letting good deals and quiet problems slip by.

I need Elvin to take care of everything I have been postponing, because it can.
Angel investor
Who it's for

If you are sourcing, diligencing, and reporting all by yourself, Elvin is for you.

You are not short on tools to track deals. You are short on someone to do the research, the prep, and the follow-through. That is Elvin.

01 The angel investor doing fifty first meetings a quarter around a day job.
02 The solo GP who is the analyst, the platform team, and the IR department.
03 The scout drowning in inbound, and the small-fund partner who keeps meaning to write the portfolio update.
FAQ

AI assistant for investors, answered.

Does Elvin help with deal flow?
Yes. The Weekly Deal Flow Skill processes the pitches in your inbox, researches the companies and founders, and evaluates them against your thesis.
Can it do diligence?
Yes. The Due Diligence Skill pulls financials, the competitive landscape, and key risks into a structured brief for every deal.
Can it write my LP update?
Yes. The Monthly LP Report Skill generates a report of the top companies you met, with meeting summaries, so most of it is written before you start.
Does it monitor my portfolio?
Yes. The Portfolio MonitorSkill tracks your portfolio companies' updates, KPIs, and news, so you spot issues before the next board meeting.
Can I just build this myself in Claude Code?
You could wire up one piece in a weekend, then you own the hosting and the upkeep and it does the one thing you built. Elvin ships investor Skills that already know the work, comes connected, and runs itself.
Is founder and LP data safe?
Elvin runs sandboxed with only the access it needs, never trains on your data, and is CASA Tier 2 certified with SOC 2 in progress.
Elvin

Walk into your next meeting already briefed.

Connect your accounts and let Elvin work your deal flow before you do.