WHO WE SERVE · INVESTMENT FIRMS AND BANKS
Stop copying numbers out of PDFs.
For investment firms and banks. An engineer from our bench sits with your team, writes down the work that repeats, and automates it inside your firm. When a single deal comes in, you can also order a diligence report on it. Family offices have their own page.
WHAT YOU CAN ASK US
A sponsor offered us a co-invest. Are the numbers what they say?Answered by: The fast screen in Lensential PE A founder pitched us directly. Is what we were told true?Answered by: The diligence report, numbers scope Can we ask our own documents a question and get the page back?Answered by: A company brain Can the quarterly pack put itself together, with a person signing off?Answered by: Agentic automation Can a model pull the same fields out of thousands of documents?Answered by: A custom model Can we see every company and founder we have met in one place, across the CRM, the data rooms and the reports?Answered by: Data unification What are our options to buy a business, build one or partner, and what is each worth?Answered by: Strategic options and the business case in Lensential ConsultWHAT YOU RECEIVE
Your quarterly portfolio update, written down before it is built.
AGENT SPECIFICATION
Quarterly portfolio update
- Reads
- Investor updates from your portfolio companies, as they arrive by email.
- Decides
- Which metrics moved beyond the thresholds you set.
- Stops for
- A partner's approval before anything leaves the firm.
- Writes
- One quarterly view in your template, every figure linked to its source page.
Illustrative specification. Every build starts as one of these, written with your team.
See what we buildHOW IT WORKS WITH YOU
How a build runs.
First, the work that repeats.
In a paid discovery of one to two weeks, scoped and priced before it starts, we learn which documents arrive, who decides and what the output has to look like. Each workflow is written down before anything is built.
A person approves what leaves.
Agents stop for a person at every decision that needs one, and every figure links back to its source page.
Your data stays yours.
We build in your environment and test on your own documents. The outputs are yours; our tools stay ours, licensed to the build.
What you can inspect.
We run our own back office on the same method and reports. Ask us to open them on a call.
Lensential Venture, inside your own firm.
On request, we can run Lensential Venture inside your own environment, so your team orders from it directly. We agree this case by case. Papers your own team runs there are yours to sign.
THE SYSTEMS BEHIND IT
Show us one report your team builds by hand.
Or ask for a specimen report first.
Talk to us about a build