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VC Executive Assistant�Portfolio Monitoring

Theme: VC Productivity

Team 8: Nicolas Schmitt, Shenghuei Lin, Yifan Miao, Karl Lorey, Maxime Lhoustau

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The average VC overwhelmed by its portfolio companies

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How to monitor my portfolio and best support it?

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  1. A VC takes care of ±10 startups in its portfolio�
  2. VCs need to help their entrepreneurs on multi dimensions :
    1. Structure board reportings and meetings
    2. Strategic support
    3. Support on marketing
    4. Follow-on investments
    5. Exit opportunities�
  3. Available data are spread in many different places

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Tedious, manual and time consuming to identify important signals and take impactful actions

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AI Agent Platform to help you identify and automate meaningful actions for your portfolio

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MIDAS OS

Ecosystem Monitoring�——————

  • Headcount evolution
  • Social network posts & followers
  • Press mentions
  • Reporting data from startups

CRM with Portfolio�——————�Attio

Signals and Alerts�——————

  • Highlight important updates
  • New competitor alert

Agentic Actions�——————

  • Email to founding team
  • LinkedIn react posts
  • Reporting summary

Monthly basis

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Demo

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Data sources:

  • Similarweb
  • Predictleads
  • Harmonic

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Integrations:

  • Gmail
  • Attio
  • LinkedIn

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Model Provider: OpenAI

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MIDAS OS

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Next steps

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  • Integrate more data sources
    • Market insights & news
    • Access VC email
    • Web traffic

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  • Integrate other tools to multiply possible actions
    • Outlook (mails, calendars) - propose meetings, send reminders, follow-ups
    • Affinity - most popular VC CRM

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  • VC TO-DO list: suggesting a priority list for the VC based on tasks and actions recommend in its portfolio�
  • Security: Supporting open-source LLMs running on-device

MIDAS OS

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MIDAS OS

Application Architecture

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AI Agent Platform to help you identify and automate meaningful actions for your portfolio

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Data Signals:

  • Headcounts evolution - newcomers & leavers
  • Social network followers and posts
  • Press mentions
  • Reporting data from startups - revenues, cash, runway, ebitda, #customers
  • Competitor monitoring

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Product Features:

  • Alerts : Midas OS alerts the VC when an important update in the portfolio occurs
  • Action recommendation: Midas OS recommends actions to take and implements it
    • Email founding team
    • Draft LinkedIn posts
    • Strategic insights and reporting summary
    • New competitor �
  • Single source of truth: Connect different internal data sources & CRM integration (Attio)

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MIDAS OS