Data Organizer: every file in its place, every week.
Sorts every file across your drives into one clear structure, and keeps it that way.
Fund files grow in many places: shared drives, email attachments, partners' laptops. Nobody knows which version is final, and the investment director loses hours looking for one document before every meeting.
The Data Organizer reads every folder you give it, maps what is there and proposes one clear structure. Once you approve it, the agent files every new document in the right place and tells the investment director what is missing.
What it does
Takes stock
Reads every folder, file type and version across your drives and lists what exists for each company, fund and investor.
Proposes a structure
Suggests one folder structure and one naming rule, built around how your team actually works. Nothing moves until you approve.
Keeps the order
Files every new document in the right place, marks the latest version and flags duplicates.
Works for the director
Before each meeting, gives the investment director all documents for one company in one place, and a list of what is still missing.
What you get
One trusted structure for all your fund data, a live index of every document, and a weekly list of what is missing and who should send it.
What we need from you
Read access to your drives and folders, and one person to approve the proposed structure.
Venture funds · Private equity · Family offices · Private investors
See it working on your own material.
In the diagnostic we look at your data and show you what this agent would do for your firm.
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