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Automate VC Operations — Deal Flow, Portfolio Tracking & LP Reporting

We build no-code systems that give venture capital and private equity firms a single source of truth for pipeline, portfolio companies, and investor relations — without a team of ops analysts.

Inbound opportunities pile up across inboxes and Notion docs. Without a structured pipeline, promising deals get dropped and follow-ups happen too late.

Why VC Firms Work With Business Automated

The best VC firms win deals through speed and relationships — not through better spreadsheets. We've built ops infrastructure for funds ranging from $50M to $1B+ AUM, helping partners and associates reclaim 10+ hours per week that was going to manual data work.

Our approach: we map your existing workflow, identify the highest-leverage automation opportunities, and build incrementally so you see results in weeks — not after a six-month implementation.

Clients include firms focused on seed through growth equity across sectors including SaaS, climate tech, and consumer brands.

What we build for you

Deal Flow CRM

A structured Airtable pipeline that captures inbound leads, tracks stage progression, logs interactions, and auto-reminds partners of pending follow-ups.

Portfolio Monitoring Dashboards

Centralized portfolio tracking with automated data pulls from portfolio company submissions — revenue, headcount, runway, and key milestones in one view.

LP Reporting Automation

Quarterly and annual reports assembled automatically from portfolio data, formatted and distributed via Make — cutting report prep from days to hours.

LP & Investor Portal

A Softr portal where LPs log in to see fund performance, document submissions, and announcements — without emailing ops for every question.

Relationship & Network CRM

Track warm introductions, advisor relationships, and co-investor contacts with automated follow-up reminders so no relationship goes cold.

Success stories from our clients
Discover how Business Automated is empowering businesses like yours.
Aleph Ventures Logo
Since partnering with Business Automated, Aleph Ventures has seen a significant improvement in our lead management processes. Their expertise in Airtable integration has allowed us to streamline our workflows, consolidate data, and gain clearer insights into our sales pipeline. The custom solutions they developed have saved us countless hours and improved our overall efficiency.
Nate Streeter
Managing Partner
Aleph Ventures
Recast Capital Logo
Working with Greg and the Business Automated team was an absolute game changer. They took the time to understand how Recast operates and built a customized Airtable system that truly fits the way we work. Before partnering with them, our Airtable was chaotic and overflowing with disorganized data – but within just a few weeks, they completely transformed it.
Ava Alemazkoor
Operations Director
Recast Capital
Dola Orthotics Logo
The integration of Australia Post's API into our Airtable shipment management system, expertly handled by Business Automated, has revolutionized our logistics. Dola Orthotics can now track shipments in real-time, automate notifications, and manage our entire shipping process seamlessly from one platform. This has not only improved our efficiency but also enhanced our customer service.
Luke Sinclair
CEO
Dola Orthotics

Frequently Asked Questions

Common questions about working with us on this solution.

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