We build the operational backbone for data-driven venture capital.
Portfolio data foundations, workflow automation, reporting, and AI-enabled insight — built around the tools you already use. From "Phase 0" prototypes to production platforms, we ship systems that work.
VC expertise
Built and operated internal systems spanning deal flow, portfolio monitoring, governance, and reporting.
- Portfolio company "master record" + enrichment
- Data quality, ownership, and workflows
- LP / IC reporting and repeatable processes
Platform build
Hands-on delivery across architecture, product design, and implementation — not just slides.
- Web apps, dashboards, and admin tooling
- APIs, integrations, and data pipelines
- Cloud-first builds (Azure/AWS), secure by default
Where we're strongest
If you're using spreadsheets for critical work, or have systems that don't reconcile, we get you to a single operational layer — fast.
Portfolio platform foundations
Unify portfolio company data and create the base layer for workflows, reporting, and analytics.
- Portfolio master record + enrichment
- Financials intake + normalisation
- Document + audit trails
Workflow automation
Reduce manual chasing and repeated admin across investment and portfolio work.
- Tasking, reminders, approvals
- SharePoint / CRM / data vendor integrations
- Dashboards that reflect "what's actually happening"
Applied AI (portfolio + deal workflows)
Useful AI: extraction, summarisation, Q&A, and decision support — wrapped into your operating system.
- Deal + portfolio Q&A with provenance
- Auto-generated updates and board packs
- Horizon scanning / adverse media monitoring
Phase 0: prototype to prove value
Build a working thin-slice quickly to validate the concept and align stakeholders.
- Clickable UI + real data
- Thin-slice integrations into 1–2 systems
- Clear roadmap + costed next steps
Ecosystem-aware delivery
We work with your existing tools and data sources — integrating and normalising rather than ripping everything out.
(If you use different tools: no problem — the point is strong integration patterns, ownership, and data quality.)
From data to intelligence (and compounding knowledge)
The goal isn't "AI for AI's sake". The goal is a system that turns raw portfolio data into consistent, shared interpretation — and captures institutional memory over time.
Integrate sourcing, CRM, portfolio, finance, and documents into a usable foundation.
Standardise key entities: companies, contacts, rounds, metrics, documents, audit trails.
Replace manual chasing with workflows: approvals, reminders, submissions, reporting.
Summarise, extract, analyse, and answer questions — grounded in your data and rules.
Bottom line: faster reviews, more consistent decision-making, and lower cognitive load for investment teams. The more you use it, the smarter it becomes.
Contact
Book a 30-minute intro call or email info@three-seven.co.uk with: (1) your organisation, (2) your current stack, and (3) what you want to improve.
Typical flow: intro call → scope → Phase 0 prototype or delivery plan.