AI + AUTOMATION FOR INVESTMENT FIRMS
Connect your tools, simplify the handoffs, and give your team more time for the work that needs their judgment.
Built with experience inside venture capital.
Josh ManersFounder, Slane · Former Tech Manager at Breega
Choose your firm type to explore where Slane could help. We start with your priorities, then shape the right system.
Example tools your team may already use
Affinity
Google Workspace
SlackFOR VENTURE CAPITAL TEAMS
Connect the information around each opportunity so your team can prepare, review and follow through with less manual work.
Calendar + Affinity + approved documents + licensed market data
Match the company and contacts, gather the latest notes, and flag missing or stale information before the meeting.
Ready to use: A one-page brief with source links, open questions and next steps, ready in Docs or your inbox.
Less repeated research and manual preparation.
Company reports + authorized Carta investor data + your review queue
Compare approved records for inconsistent names, ownership dates, reporting periods or currencies. Route questions to the right reviewer.
Ready to use: An exception list with the source behind each flag. Your team verifies the facts and resolves the questions.
Less time cross-checking documents by hand.
Affinity + portfolio records + licensed company data
Match company identifiers, sectors and co-investors across approved records. Separate confirmed overlaps from possible thematic connections.
Ready to use: An overlap brief and introduction shortlist, with evidence, coverage gaps and suggestions for team review.
Useful context without another spreadsheet exercise.
Illustrative workflows. Connections depend on your plan, permissions and licensed data access. We confirm scope before building.
THE CONTEXT, ALREADY PREPARED
A meeting brief before the call. A portfolio pack on Monday. An evidence-linked answer when you ask. Slane connects the work between your tools so your team can use the information sooner.
Recurring digests and reporting packs, prepared to your template and sent to the right audience.
Meeting context, diligence exceptions and overdue inputs, with sources, dates and clear owners.
Controlled access to approved data through supported AI connectors, with gaps and uncertainty made visible.
We can use n8n to coordinate repeatable work across native integrations, APIs and approved data feeds. Where supported, MCP gives an AI assistant controlled access to useful tools and context.
Agree a baseline, then measure preparation time, follow-ups and review effort alongside software and running costs. Time recovered is capacity; cash savings come from verified reductions in spend or paid work.
Discuss your connected workflowNo need to replace your whole stack. We agree the scope, success measures and quote before implementation.
Map one workflow, spot the repeated work, and decide where automation is worth it.
A focused plan with a clear scope.
Build and test the workflow around your tools, with agreed permissions and review steps.
A working system and a practical handoff.
Expand proven workflows across teams, with documentation, monitoring and agreed ongoing support.
Connected operations that can evolve.
Your team stays in control. AI can prepare and organize information. Your people review outputs and own decisions.
Access is part of the design. We agree which tools and data can be used, who can access them, and what needs approval.
Start with what you already use. CRM, email, documents and reporting tools. We assess integration options before proposing a build.
MEET YOUR BUILDER
I’m Josh, founder of Slane. As Tech Manager at Breega in Paris, I managed technical infrastructure and built automations connecting investment, finance and operations.
That experience shapes how I work: understand the people and process first, then build something useful around them.
Josh Maners Founder, Slane Agency · Based in the Bay Area
Let’s talk about your firmNo. Bring a process that takes too much effort, or simply an area you want to improve. We can use the first conversation to work out whether there is a useful starting point.
That is the starting point. We review your CRM, email, documents and other systems, then check their integration options and access restrictions before agreeing a solution.
We agree which data can be used, who can see it, approved AI providers, retention and review requirements before connecting systems. The design depends on your firm’s policies. Please keep confidential deal, investor and portfolio information out of the initial inquiry.
Yes. A scoped workflow can check document completeness, inconsistent identifiers, reporting dates and missing evidence, or route results from an approved screening provider. Your team investigates flags, verifies sources and owns investment and compliance decisions.
It is a free 30-minute conversation with Josh about your firm, the workflow you want to improve, and whether Slane is a fit. If there is a useful next step, we can scope it together. There is no obligation to start a project.
LET’S FIND YOUR STARTING POINT
Book 30 minutes with Josh. Share a little about your team, and we’ll explore where Slane could help.
Calendar not loading? Use the direct booking link above or email Josh.