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Analyst
14 cards in flight · 9 briefs drafted · thesis: AI infra · vertical SaaS · seed
Sources →Open pipeline →
A
Analyst Agent · pre-deal intake
Drafted 3 briefs · indexed 14 sources
NowRe-running Vertex Foundry brief with new latency benchmark
Connectors livegoogledrivegoogledrivelinkedinlinkedinstripestripecrunchbasecrunchbase
Briefs ready
4
5 in inbox
Sources indexed
14
last 24h
Citation coverage
83%
avg across briefs
Memory hits
6
prior decisions surfaced
Thesis flags
6
adjacent / out-of-scope
Flagged · similar deal previously passed1 matches · review before brief
Helio Labsre-engaged
Was: Pre-revenue, 2 design partners, no contracts · Now: ~$140k ARR, 3 production customers on annual contracts, 22% MoM
Passed Nov 2025 · re-briefed May 2026 · reason was traction
Review brief →
Brief queue14 of 14 · pre-deal intake
Stage
B2B SaaS · Seed · NYC · brief v1
sourced: Hacker News68% citations
Vertical SaaS · Pre-seed · Remote · no brief yet
sourced: Founder email
DevSec · Seed · Berlin · no brief yet
sourced: Reddit
Computer vision · Seed · Toronto · no brief yet
sourced: Crunchbase
Manufacturing AI · Pre-seed · Pittsburgh · no brief yet
sourced: LinkedIn
Helio Labsbriefed
AI infra · Seed · SF · brief v3
sourced: Memory recall92% citations2 memory hits
Open brief →Research →
Vertical SaaS · Seed · Boston · brief v1
sourced: Memory recall86% citations1 memory hit
Dev tool · Seed · LA · brief v1
sourced: GitHub trending82% citations1 memory hit
Hardware · Seed · Austin · no brief yet
sourced: Direct intake
Trace.aisourced
AI infra · Seed · NYC · brief v1
sourced: Hacker News79% citations
AI infra · Pre-seed · Berlin · brief v1
sourced: Reddit75% citations
Vertical SaaS · Seed · NYC · brief v1
sourced: LinkedIn88% citations1 memory hit
Open brief →Research →
Bolt Forgebriefed
Dev tool · Seed · NYC · brief v2
sourced: Hacker News90% citations
Open brief →Research →
B2B SaaS · Seed · Toronto · brief v2
sourced: Founder email91% citations1 memory hit
Open brief →Research →
Market signals4 surfaced · auto-tagged
TechCrunchhigh
AI inference layer market projected at $8B+ by 2028 · Multiple analysts model passthrough cost compression by Q4. Affects Helio Labs and Vertex Foundry directly.
1h ago · 3 cards linked
Hacker Newsmed
Drift Analytics founder posted on PLG analytics workflows · Original thread points to inbound from May 18. Auto-card created in Inbox.
2h ago · 1 card linked
Crunchbasehigh
Portkey raises $14M Series A · Direct competitor to Helio Labs and Vertex Foundry. Memory flagged the raise; market-comp valuation envelope updated.
4h ago · 2 cards linked
Reddit r/legaltechlow
Sales-cycle benchmarks for legal AI · Confirms 12+ month cycle pattern observed in Rivet Legal pass thread.
Yesterday · 1 card linked
Recent runsAnalystauto-logged
Drafted outreach for Helio LabsMay 19 · 09:14
First-touch email cited Memory match (re-engaged from Nov 2025 traction-pass).
Helio Labs matched to prior passMay 19 · 09:02
Memory recall surfaced a Nov 2025 pass for traction reasons. Diff applied to brief signal panel.
Recall query saved as alertMay 18 · 11:15
Saved query: traction passes / quarterly recheck. Re-runs every Monday at 9am.
Saved alert triggered: traction passesMay 18 · 09:00
12 hits this week · 2 re-engaged · 1 promoted to Pursue.
Bolt Forge brief regenerated as v2May 17 · 16:45
Re-indexed 6 sources after VL benchmark run completed.
Norma Health re-engagedMay 12 · 16:30
Memory flagged change since Aug 2025 pass. New ARR $320k · 7 annual contracts. Card moved Sourced → Briefed.