For VC & Private Equity
See every deal. Walk into none of them cold.
Fund managers deploy agentic workflows across the fund lifecycle, triage every inbound against your thesis, research every target before the first meeting, and keep portfolio signal ahead of the board deck.
Uptick Systems builds AI automation for VC and PE fund managers: agentic workflows for thesis-scored deal flow, diligence coordination, portfolio monitoring, and LP reporting. A $999 assessment scopes the highest-leverage workflows; each is built for $7,000 and operated for $300/month.
Sound Familiar?
The math of your week doesn't work, and hiring won't fix it.
Inbound never stops, and triage falls on your most expensive people.
Every first meeting starts with research your associate did at midnight.
Portfolio surprises reach you in the board deck, not before it.
LP season turns your investment team into a reporting team.
What We Deploy
An agentic workforce, built around how you already work.
Widen the Funnel
Thesis-Scored Deal Flow
Every inbound deck scored against your thesis overnight, with reasoning attached. Cover the whole funnel without adding associates.
Deepen Conviction
Research & Diligence Agents
Founder and target research before every first meeting. Data room requests organized, outstanding items tracked, gaps flagged before your IC finds them.
Own the Narrative
Portfolio & LP Reporting
KPIs, hiring signals, and press tracked across every portfolio company. Quarterly LP narratives drafted in your voice, on your schedule.
Battle-Tested Workflows
The Fund Stack
The workflows funds deploy first, from first screen to LP letter, without growing the back office.
- 01See every deal
Deal Flow Triage
Scores inbound decks against your thesis overnight and flags the top fits, with the reasoning attached.
- 02Never walk in cold
Founder & Target Research
LinkedIn, news, and portfolio signal pulled before every first meeting, for VC intros and M&A targets alike.
- 03IC-ready, faster
Diligence Coordinator
Organizes data room requests, tracks outstanding items, and flags the gaps before your IC does.
- 04Signal before the board deck
Portfolio Monitoring Digest
KPIs, hiring signals, and press tracked across every portfolio company, with variance alerts when something drifts.
- 05Quarter close, no scramble
LP Update Engine
Drafts quarterly narratives and pulls fund metrics automatically, in your voice, on your schedule.
These are teasers, not the menu. Every engagement starts by mapping the workflows worth building for your practice, then pricing them at $7,000 each to build and $300/mo to operate.
Book a Fund CallHow an Engagement Works
No pitch decks. No 40-page reports. Shipped systems.
Discover
We map where your hours actually go, find the bottlenecks worth automating, and agree which workflows to build first, each with a clear SOP and success metric before anything ships.
Deploy
Your workflows go live at $7,000 each: wired into the tools you already use, with your voice, your rules, and your boundaries. You own everything we build.
Operate & Compound
$300 per active workflow covers monitoring, optimization, reliability, and small iterations. We retire what doesn’t pay and expand what does: leverage that compounds instead of shelfware.
Prefer to start smaller?
Start with a diagnosis, not a commitment.
The $999 AI Workflow Assessment is a one-time diagnostic: a 45-minute call, then a report mapping 5–10 hours of weekly savings to off-the-shelf tools you can deploy yourself. Money-back guarantee. No retainer. Assessment fee is fully credited toward any workflow build. Every assessment is delivered personally, so capacity is capped at 8 per month.
A Note from the Founder
I’ve been the solo technical co-founder scrambling to ship before cash runs low. I’ve also been the professional managing a practice where every hour of admin costs me billable revenue.
An agentic workforce isn’t a chatbot or a task manager. It’s the team you can’t afford to hire yet, or the COO you don’t have bandwidth to manage.
It codes, researches, operates, and qualifies, with your authority and your voice, so you show up to high-stakes moments with shipped product, not slides, and to client meetings with focus, not firefighting.
Vaughn DiMarco, CTO @ Uptick Systems
Not Your Lane?