Your analyst's research
shouldn't take most of their week.
Deskless automates the deal research, investor matching, and portfolio monitoring workflows that your team currently does manually producing enriched, scored datasets overnight, so your analysts spend their time on the work that actually requires their judgment.
Used by UK VC and Family Office teams to automate deal sourcing, due diligence research, and portfolio tracking.
Your best analysts are spending most of their week on work that shouldn't need them.
A good investment analyst at a VC or Family Office firm has rare skills: they understand markets, they read people, they know when a deal is right. That judgment is what you're paying for.
But look at how they actually spend their week. Searching CRMs and databases for matching data. Researching companies one by one across LinkedIn, Crunchbase, and Companies House. Manually enriching contact records. Building investor match lists from scratch every time a new mandate comes in. Compiling portfolio monitoring reports that could be automated.
"I'm making £500K decisions based on patchy research"
Research quality is variable. Senior partners need to trust the output before they trust the analysis built on top of it.
"By the time we've done proper diligence, the round is oversubscribed."
Deal velocity matters. Slow research is missed opportunity not just inconvenience.
"We hear about deals too late, or we can't process enough of them."
Coverage is the constraint. The best firms see the most deals and move fastest on the right ones.
Deskless gives your analysts a virtual research partner.
Every Monday morning, your deal research pipeline is enriched, scored, and formatted ready for review before the team starts work.
Configure a Deskless agent once on your deal criteria and data sources. It runs every week automatically: researching each company against your mandate, pulling live data from the web, scoring against your investment thesis, and producing a structured research memo per company.
Your analysts open the output, not a blank page.
What Deskless automates for your firm.
Deal sourcing research
Upload a list of target companies or sectors. Deskless researches each one funding history, team, product, recent news, competitive landscape and returns a scored, prioritised output ready for partner review.
Investor matching
Run a matching agent across your LP database or target investor list. Deskless identifies the best-fit investors based on your configurable criteria and produces a ranked, enriched match list.
Due diligence enrichment
Connect your CRM pipeline. For every active deal, Deskless pulls current enrichment data headcount, funding, revenue signals, key hires and updates the record automatically.
Portfolio monitoring
Set a weekly monitoring agent across your portfolio companies. Deskless surfaces significant news, leadership changes, funding activity, and competitive signals every week, without anyone searching.
CRM hygiene and data quality
Identify missing fields, outdated contacts, and incomplete records across your CRM. Deskless enriches and patches at scale, so your data reflects reality.
Compliance and GDPR-safe outreach
Verify that your outreach lists meet legitimate interest requirements before any communication goes out. Deskless cross-checks contact records against your criteria.
Connected to your data from day one.
IVP connects to your CRM (Affinity, Salesforce, DealCloud, or even a structured spreadsheet), your portfolio data, and any external data sources you use.
Configure your first Deskless agent in hours deal criteria, research depth, output format. Run it immediately on your current pipeline.
The agent runs every week automatically, enriching new records and refreshing existing ones. Outputs arrive as Google Docs (for memo-style outputs) or CSVs (for list-based outputs).
Your analysts review, not research. They spend their time on the judgment calls which deals to pursue, which investors to approach, which portfolio companies need attention. Deskless handles the groundwork.
What a real run looks like
150 companies researched overnight. Senior analyst reviews the top 20.
A UK-based VC firm uploads their watchlist of 150 companies every Monday. Deskless researches each company overnight funding history, team changes, product updates, competitive positioning, news alerts and produces a scored, prioritised output by 7am Tuesday.
See what Deskless produces on a workflow that looks like yours.
We'll configure and run a deal research agent on a sample of your actual pipeline in the demo. You'll see the output before you decide.
30-day pilot available. Your data, your mandate, your success metric.