We created this project to help venture capital and family-office teams make faster, more informed investment decisions in healthcare and adjacent technology sectors. The platform uses AI to transform unstructured data into actionable insights, enabling teams to discover promising companies, streamline due diligence, build investment theses, and monitor portfolio performance within a single workflow. Instead of relying on disconnected tools, the platform unifies deal sourcing, evaluation, and portfolio monitoring. It offers intelligent company discovery, AI-powered risk and opportunity analysis, explainable scoring, financial and market insights, portfolio tracking, and natural-language search—helping investment teams move from research to confident decisions with greater speed, transparency, and accuracy.
AI Deal Sourcing
AI Deal Sourcing is the starting point of the investment workflow, helping teams discover high-potential companies through natural-language search. Users simply describe their investment criteria, and the platform converts it into structured intent—such as industry, target market, geography, technology focus, and key themes—to identify and rank the most relevant opportunities. Each result includes an AI-powered Investment Fit Score, recommendation rationale, opportunity and risk insights, and keyword relevance, giving analysts complete transparency into why a company was selected. Teams can explore trending companies, compare opportunities, and save the strongest candidates into their investment pipeline, transforming complex investment theses into explainable, data-driven sourcing decisions.
Portfolio Advisor
Portfolio Advisor is the conversational layer for companies already in the book. Managers ask natural questions about progress, follow-on capital, exit readiness, and risk—such as which monitoring issues need immediate attention—and receive structured answers, not generic chat. Responses highlight urgent themes like short cash runway and revenue decline, flag critical names with severity and trend context, call out exit-watchlist candidates with weaker health scores, and separate medium-term compliance concerns from liquidity crises. Benchmarks such as average portfolio health and runway frame whether a company is an outlier, while suggested responses and IC-focused takeaways push the conversation toward cash preservation, bridge financing, GTM diagnostics, or exit and restructuring paths. Suggested follow-up prompts keep diligence moving, so Portfolio Advisor acts as an always-on co-pilot for triage, prioritization, and investment-committee preparation.
Technologies Used
- Platform: Next.js, React 19
- AI Models: Claude Opus
- Database: Firebase — Auth, Firestore, Cloud Storage
- Infrastructure: Vercel Edge Network
- Industries: Venture Capitalists & Investments
