Finance Automation Partners

Blog

Notes from inside fund ops.

Practical writing on LP reporting, deal flow, portfolio data, and fund finance automation — not generic automation fluff.

Showing 5–8 of 8 · Page 2 of 2

Laptop showing analytics charts on a desk — representing deal pipeline and CRM data

Deal flow software is not another CRM

Why venture capital CRM problems are usually hygiene and intake — not a missing platform — and how to fix deal flow inside Affinity.

Matthew Piwko14 min read
deal-flowaffinityventure-capital-crmautomation
Hands reviewing financial documents and calculator at an office desk

Affinity, Carta, and the ledger

A reference architecture for keeping investment records reconciled continuously — not once a quarter under deadline.

Matthew Piwko14 min read
affinitycartafund-financereconciliation
Dashboard charts and analytics on a monitor — representing LP reporting and portfolio metrics

Cutting LP report cycle from 21 days to 4

How a growth fund rebuilt its reporting pipeline inside Notion and Google Workspace — without migrating off Carta.

Matthew Piwko15 min read
lp-reportingcase-studygp-reportingcarta
Professional reviewing documents and laptop at a desk during quarter-close work

Why quarter-close still runs on email

The four workflows that eat most of a fund ops team's cycle — and why another dashboard rarely fixes them.

Matthew Piwko13 min read
fund-opsquarter-closelp-reportingautomation