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.
What we heard. What we built in.
Two weeks with the four partners and the office manager. Five themes shaped what shipped.
One orchestrator. Three skills.
Three inputs you already use. One agent calling three composable skills. Three outputs ready by 7:01.
A composable skill library — tightening one improves every future agent that reuses it. The matching is deterministic. The skills are partner-editable markdown. Drafts only — never auto-sent.
Live demo time.
The brief in your inbox. The drafts in Gmail. The agent run on Duvo. Pause me at any point.
Your data. Your controls.
Audit trail by default.
Five numbers. Reviewed monthly.
Adjustments shipped in seven days.
A direction, not a long answer.
Sales has handled the rest. These three are partner-only.
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.
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.
Source #2 after Pro Rata
Pro Rata is live. Pick one for week three: Strictly VC, Term Sheet, or PitchBook Daily. Ten extra minutes of setup if those are already part of the partners' morning.
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
We don't pitch a platform.
We deliver a teammate.
Lukas Benes · May 2026 · Solution Consultant exercise for Duvo