Intro capture
Route forwarded intros into Affinity with source stamps before they get lost.
Integrations
Outlook automation for venture fund ops
Intros, reminders, and notices that stop depending on memory.
We structure Outlook workflows for deal intake, portfolio follow-ups, and capital call/distribution notices — with audit trails your ops team can defend.
The friction
Where Outlook work usually breaks.
- Warm intros trapped in partner inboxes
- Portfolio reminders that restart every quarter
- Call notices sent without a distribution log
- No handoff from email into Affinity or the ledger
What we automate
Inside Outlook — not beside it.
Follow-up hygiene
Stage-gated reminders for portfolio and diligence asks without turning partners into SDR tools.
Notice delivery
Generate and log capital call and distribution notices with approval stamps.
Related solutions
Workflows we connect to Outlook.
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 Outlook 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