Who you are · Investment Operations

Every portfolio company watched, every deal source read, by the partner who owns it.

Portfolio monitoring across press, hiring, filings and each company's competitors, and deal sourcing from a sector sized by region and operator. Signals go to the deal partner, the board observer or the operating team, in the tools they already use.

What Vision does here
Portfolio monitoring

Each company's press, hiring, filings and competitor moves, read alongside the operating reports you already receive. The deal partner hears about a bad week the day it starts.

Read from: Press, filings, job posts, social, your data room and inbox
Deal sourcing

A sector sized by region and operator: who is raising, who keeps winning, and the founders and operators who just became reachable, matched to your thesis.

Read from: Filings, press, registries, the feeds you pay for
Competitor and market context

The raises, launches and exits around each company, tied to the company they affect, so the board memo has its sources before anyone starts writing it.

Read from: Press, filings, the public record
Partner and LP reporting

The weekly your partners read and the quarterly your LPs expect, every number traced to its source and fetch date.

Read from: Everything above, plus your own reports
What you get
  • A company's bad week reaches the partner before the board meeting, not at it.
  • Sourcing from the public record, mapped to your thesis and refreshed daily, instead of a list bought once a year.
  • Thirty companies watched with the attention you could give one, without adding an analyst.
  • Works with Affinity, DealCloud, your data room and your inbox, read-only until you ask for a write.

Nothing about your day changes.

Vision is not a new system to adopt or a workflow to learn. It works inside the ones you already run, and it stays out of the way of daily operations.

It reads what you already run

CRM, ERP, GitHub, inbox and calendar, meeting notes, project files, scans and notes. Read-only until you say otherwise. No migration.

Signals land where your people already are

Text, email, the weekly your leadership reads, or the API and MCP for the agents you run. No new dashboard to check.

It writes only where you ask

When you are ready, Vision updates an opportunity, creates a task or files a ticket in your own system, and a person or an agent you named is told of every write.

You can always see why

Every signal carries the sources it was read from and the date they were fetched, and is checked again as new data arrives. One that held up says so. One that flipped says so.

Makes better · PitchBook, Affinity, DealCloud, Carta, SS&C, BlackLine · what each system gets

Who hears about it
Deal partnersOperating partnersBoard observersFund operationsInvestor relations