Request & reminder cycles
Scheduled portfolio asks with escalating nudges and a live completion view for finance.
Integrations
Google Workspace automation for VC funds
Drive, Sheets, and Gmail workflows that stop leaking hours every quarter.
We automate request cycles, shared pack assembly, and review routing across Google Workspace so portfolio chase and LP production are not inbox jobs.
The friction
Where Google Workspace work usually breaks.
- KPI asks buried in Gmail threads
- Final packs living in five Drive folders
- Review comments scattered across Docs
- No completion status without opening forty threads
What we automate
Inside Google Workspace — not beside it.
Pack assembly
Controlled Drive structures and Doc/Sheet templates that assemble from approved inputs.
Review routing
Section-level review paths so CFO and partner comments attach to the right artifact.
Related solutions
Workflows we connect to Google Workspace.
Affinity
Venture capital CRM hygiene inside Affinity — not a parallel spreadsheet.
Carta
Carta software workflows for capital calls, distributions, and reconciliations.
Excel
Keep Excel where it earns its keep — retire it where it creates risk.
See what Google Workspace automation looks like for your fund.
Forty-five minutes with a partner. We map the workflow and leave a written recommendation.
Book an Ops Review