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Integrations

Built inside the stack your fund already runs.

We automate deal flow, portfolio data, LP reporting, and fund finance ops without asking partners to migrate onto a new portal. Explore how each system fits the operating model.

Affinity

Venture capital CRM hygiene inside Affinity — not a parallel spreadsheet.

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Carta

Carta software workflows for capital calls, distributions, and reconciliations.

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Excel

Keep Excel where it earns its keep — retire it where it creates risk.

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Notion

Operating docs and reporting drafts that stay tied to live data.

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Google Workspace

Drive, Sheets, and Gmail workflows that stop leaking hours every quarter.

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Outlook

Intros, reminders, and notices that stop depending on memory.

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Looking for a workflow, not a tool? See solutions.

Finance Automation Partners

Finance automation, built exclusively for venture capital funds.

Parent brand: Automation Consulting Services

Solutions

  • Deal Flow
  • Portfolio Data
  • LP Reporting
  • Fund Finance Ops

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Built for CFOs, controllers, and fund ops teams.