The AI playbook for investors
31 sourced use cases and 173 tools across investing and running the firm. Site updated daily. The Brief lands Tuesday and Friday.
AI
31 sourced use cases and 173 tools across investing and running the firm. Site updated daily. The Brief lands Tuesday and Friday.
HebbiaAgentsAI agent platform (Matrix) for document-heavy finance workPricing on request (contact sales)RogoAgentsAI analyst for banks and investment firmsNo public pricing page foundHarmonicSourcingStartup discovery and sourcingPricing page availableAffinityCRMRelationship intelligence CRMPaid plans with listed prices
AttioCRMAI-native CRM1 use caseCartaFund adminCap tables and fund administrationNo public pricing page foundAddeparPortfolio monitoringWealth data and reportingNo public pricing page foundGranolaMeeting notesAI meeting notes2 use casesAletaPortfolio monitoringWealth reporting platform with AI document reading and MCP2 use casesJuniper SquareLP toolsInvestor management and fund admin with AINo public pricing page foundTaskletFirm: Ops/back office5 use cases
ClaudeAgentsGeneral AI assistant from Anthropic with Claude Code, Cowork and MCP connectors18 use casesUSV gave each internal agent a name and a job: Sally writes up meetings from Granola transcripts, Ellie watches team email, Felix handles finance d...
Taskletblog.usv.com · Mar 2026USV says it roughly doubled its team by adding AI agents instead of hiring. The agents research companies, review legal documents, build internal a...
Taskletblog.usv.com · Apr 2026Announcing its 2026 analyst class, USV explains how six months of deploying an agent fleet changed the role: less note-taking and lookup work, more...
Taskletusv.com · May 2026Point Nine managing partner Christoph Janz built a firm-wide knowledge hub in 13 days without writing code himself. Replit agents and Claude Code w...
Claudecheesecake.vc · Apr 2026Airtree's research agent produces a company brief in about three minutes, work that used to take an analyst hours. The team's lesson: one agent wit...
Claudecheesecake.vc · Apr 2026Korean VC TheVentures built Vicky, an AI analyst that reads decks, founder profiles and transcripts and returns a Yes/Maybe/No rating with reasonin...
Ada Ventures' Deck Genius gives founders slide-level feedback on narrative, design and fundamentals in 30 to 90 seconds by running 20 to 50 LLM cal...
Claudedeckgenius.aiFika Ventures open-sourced a small tool that checks portfolio and target companies' career pages on a schedule and posts to Slack when a new role a...
AlphaSense
Masttro
PitchBook
ChatGPT
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