Who it's for · Operators

The analyst you'd hire if you could.

Frank screens every deal the same way, rebuilds the founder's model the way an acquirer would, sizes the market from the bottom up, pulls the exit comps, and watches the portfolio 24/7. He arrives with the data terminal, the CRM and the market view in his backpack.

Load your criteria once: stage, check size, sectors, what you pass on, what a good margin looks like, what capex you'll tolerate. From then on every deal lands scored against the same screen, with the reason in plain English. Hand him a founder's model and he hands back the real gross margin, the costs the model forgot, and the scenarios to the number the founder is promising. Hand him a market and he hands back three sizes: the founder's, the bottom-up, and the one you'd underwrite. Ask for exit comps and you get M&A and IPO by business model, with the thin spots named. Meanwhile he watches every company you hold and every competitor you don't. You read the six memos worth reading, not the forty decks. Judgment calls wait in To Do.

Everything a human analyst does for an operator

  • Screens every deal on the same criteria: margin, scalability, capex, with the reason Deploy
  • Rebuilds the model: real COGS, real gross margin, the hole in the founder's math Diligence
  • Sizes the market three ways and tells you which one to underwrite Market
  • Pulls exit multiples by business model, M&A and IPO, thin spots named Market
  • Writes the IC memo in your template: the case for, the case against, the comps Build
  • Runs diligence on a company, an investor, a person or a whole portfolio Diligence
  • Watches the portfolio and the competition every morning Market
  • Finds the warm path to the founder, co-investor or LP Network
  • Keeps the CRM clean without you typing Deploy

An operator's day with Frank

Fictional. A fund, two partners, new deals every week.

  • 7:00: Opening Bell on the portfolio and the market: one competitor round, one founder hiring a CFO.
  • 9:00: Twelve inbound decks screened overnight on the house criteria; three worth a call, reasons attached.
  • 11:00: Founder's model rebuilt before the noon meeting: the real gross margin, the costs the deck forgot, scenarios attached, two questions for the founder.
  • 1:00: Market primer on the new deal: the founder's number, the bottom-up, and the one to underwrite. Assumptions labeled.
  • 3:00: Exit comps by business model, M&A and IPO, thin spots named.
  • 6:00: Close of Business: what moved, what came back, what needs you tomorrow.

What a seat replaces

A data terminal seat

$5,500 to $20,000 a year. The database. You still do the work.

A venture CRM seat

$1,200 to $2,700 a year. The rows. You still fill them in.

An analyst

$125,000 to $190,000 a year, fully loaded. Does the work. Clocks out.

Funds · family offices · angels and LPs · capital advisors · consultancies · search funds · fractional CFOs · executives

Operators: $375 a seat a month, billed annually ($4,500 a year). Month to month, $450.

9,000 Agent Credits a seat, pooled. Three or more seats, 10% off. No vetting. Sponsor a portfolio company for $150 a year. Seven-day free trial.

Questions operators ask

What does a seat replace?

A data terminal seat ($5,500 to $20,000 a year), a venture CRM seat ($1,200 to $2,700) and the hours an analyst spends on first-pass work. Frank is $4,500 and never clocks out.

Can I try it before the firm commits?

Yes. One seat on a card, seven days free, then month to month or annual.

Does Frank apply the same screen to every deal?

Yes. Load the criteria once. Every deal is scored the same way and he tells you why. Coach it in plain English and he remembers.

I'm an advisor, not an investor. Is this for me?

Yes. Capital advisors, consultancies and executives who watch a market buy the same seat. What differs is what you hand him.

Hire Frank.

$375 a seat a month. Teams and programs, request a demo.

Go deeper: Diligence → · Market → · Deploy → · Network → · Build →