Problem

A VC fund was drowning in documents. Investor updates, due diligence reports, financial statements, and LP correspondence were piling up faster than the team could organize them. The operations team spent 8+ hours every week just sorting, naming, and filing PDFs into the right folders. Important documents got lost. Deadlines were missed. The fund was growing, but the document chaos was growing faster.

Solution

We built an AI system that reads incoming documents, classifies them by type (investor update, due diligence, financial report, legal correspondence), and routes them to the correct folder and stakeholder automatically. The system extracts key metadata like fund name, date, and document type. Humans only review edge cases where the AI's confidence is low. The entire pipeline runs on email triggers, so it works without any manual intervention.

Results