Deskless by IVP.ai for VC and family offices

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 judgement.

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Used by UK VC and Family Office teams to automate deal sourcing, due diligence research, and portfolio tracking.

IVP.ai / Deskless

Tuesday 10 November 2026 · 7:00

Weekly watchlist research

Eight companies worth a call.

All 150 watchlist companies researched overnight. Five need an analyst to look.

Researched: 150; whole watchlist
New signals: 23; since last week
Scored high: 8; fit score 75+
For review: 5; mixed signals

New signals by type

Funding rounds9 of 23 · 39%
Senior hires7 of 23 · 30%
Company filings5 of 23 · 22%
Departures2 of 23 · 9%

Top of the list

Company	Sector	Signal	Score
Company 014	Climate	Seed round closed	91
Company 087	Fintech	CTO hired	84
Company 112	Health	Accounts filed	78
Company 041	B2B SaaS	Founder left	62

Each score links to the sources behind it. Mixed signals go to an analyst, not the pipeline.

The week in words

A busy week on the watchlist.

All 150 companies were researched overnight. 23 had something new. Eight scored 75 or more on your fit criteria.

Mixed signals

Five companies have good and bad news at once, such as a founder leaving. They go to an analyst before the pipeline.

This week

01
Book intro calls with the top three companies.
Owner: Partners
02
Review the five mixed-signal companies.
Owner: Analysts

Illustrative report, fictional data. Not customer results or a live product screenshot.

Illustrative report with fictional data, not customer results or a live product screenshot.

01 / The problem

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 judgement 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.

Big decisions made on patchy research

Research quality is variable. Senior partners need to trust the output before they trust the analysis built on top of it.

Diligence takes longer than the round stays open

Deal velocity matters. Slow research is missed opportunity, not just inconvenience.

Deals arrive too late, or too many to process

Coverage is the constraint. The best firms see the most deals and move fastest on the right ones.

“IVP.ai took a report we dreaded every month and set it running by itself. The first version was live on our own data within a couple of days.”

S ColletCEO, House of Willow Alexander

02 / The solution

Deskless does your analysts' groundwork overnight.

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.

03 / What it automates

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.

04 / How it works

Connected to your data from day one.

01
IVP.ai connects to your CRM (Affinity, Salesforce, DealCloud, or even a structured spreadsheet), your portfolio data, and any external data sources you use.
02
Configure your first Deskless workflow with our team: deal criteria, research depth, output format. Then run it on your current pipeline.
03
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).
04
Your analysts review, not research. They spend their time on the judgement calls: which deals to pursue, which investors to approach, which portfolio companies need attention. Deskless handles the groundwork.

05 / 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.

12h: saved per week
150: companies researched
7am: output ready Tuesday

Your first report or agent in 48 hours.

Tell us which systems feed it. We connect them, clean the data and set the report running automatically. If it isn’t useful, walk away.

Apply for a 48-hour pilot Book a demo