Your VC
AI operating system.
One agent on your morning shift, live this week. Twenty more in the same composable shape — sourcing, evaluation, close, reporting, operations. We ship the first piece, then the next, in your stack.
Open today's brief → See how it works ↓Two mornings. Same partner.
Same coffee.
On the left, every morning until last week. On the right, every morning starting Monday. Same starting position. Same five days a week. The difference is the 75 minutes.
One Google Doc. Sixty seconds.
Drafts grouped by relationship type with bodies inline. Watchlist scored against your thesis. Negative-news watch flagged separately. Public link, partners read in their inbox.
PJP Morning Brief — 2026-05-06
Executive summary
Strong morning for the portfolio: Stripe announced the Privy acquisition, Plaid raised secondary at $8B, Ramp closed Series F. Linear and Mercury both hit 10/10 against thesis and warrant immediate outbound. Deel cut 8% of headcount — surfaced for personal-touch outreach.
Drafts ready to send
Portfolio (5)
Watchlist (≥ 7/10)
- Linear — 10/10 · $80M Series C, Accel led, profitable 18mo
- Mercury — 10/10 · $300M Series D, Sequoia led
- Vercel — 8/10 · $300M Series F, Greenoaks led
What the agent actually writes.
Two drafts from the same morning, pulled from the live Doc. Same news type (acquisition vs product launch), different relationship types — different tones, different CTAs.
One orchestrator. Three skills.
A composable skill library. Tightening one improves every future agent that reuses it.
Tightening compounds.
It doesn't drift.
The matching is a rule, not an LLM.
LLMs hallucinate matches — "Notion" matched against the word "notion" in prose. Determinism is worth the brittleness. Better to miss than to misroute.
The skills are partner-editable.
Tone, scoring rubric, thesis — all in markdown. Edit a file when your thinking shifts; the agent picks it up tomorrow morning. No code, no redeploy.
Drafts only. Always.
Worst case: a partner deletes a draft. Five seconds of friction. We never trade the relationship for the click saved.
Five stages. Twenty agents.
Click any to dig in.
The same composable shape. Different outcomes, different connections. Don't miss a deal in your mandate. Evaluate faster. Close faster. Report better. Take back the back-office hours.
Pick an agent above
What we built is a starting point.
PJP signs off on these decisions, not us. None require a long answer — just a direction.
Thesis sign-off
The pjp_thesis.md we wrote is our read of how PJP invests, not theirs. Stage range, priority sectors, the avoid list, the scoring rubric — all editable. Whatever you finalize is what the agent reads tomorrow morning.
CRM as Excel or Google Sheet
The brief said you track everything in Sheets. The file we received was an .xlsx. Worth confirming. Google Sheets unlocks bidirectional CRM — when a watchlist company scores 9 or 10, the agent can append it as a new row.
Who gets the morning brief
All four partners plus the office manager every morning? One partner-of-record? Different recipients on different days?
Where the drafts land
Default: Gmail Drafts. Alternatives: a Duvo space, a shared Notion page, a Slack DM, or — if Sheets in #2 — a column in the CRM itself.
Cadence and timing
7:00am Prague seems right — the brief lands while the partner is making coffee — but happy to shift. Skip weekends? US and Czech holidays? On a quiet day with zero matches, send a "nothing today" note or skip entirely?
Newsletter sources on day one
Pro Rata is the obvious starter. Layering in Strictly VC, Term Sheet, or PitchBook Daily from day one is ten extra minutes of setup if those are already part of the partners' morning.
Match each partner's actual voice
If you share an export of recent partner emails (Gmail Sent folder, ~6 months), the agent can match each partner's actual voice — vocabulary, signature phrases, sentence rhythm — instead of producing a generic VC tone. Per-partner tone profiles, drafts that sound like the person whose name is at the bottom.
We don't pitch a platform.
We deliver a teammate.
Lukas Benes · May 2026 · Solution Consultant exercise for Duvo