Customer story
How b2venture made AI part of the investment workflow.
b2venture uses focused agents for research and investment work. The team tracks regular use.
Reported results
- Over 70%
- team activation
- Across the described investment-team rollout.
- 2x
- usage in four months
- Across the described four-month period.
- 5 to 10 hours
- previously spent on memo work per investment opportunity
- Baseline time per investment opportunity.
Customer context
Investment work needs speed and analytical depth.
b2venture is a European investment firm focused on early opportunities. Its team reviews companies and markets before turning its analysis into investment documents.
Speed does not replace investor judgment. The team focused agents on repeatable work while keeping decisions with investment professionals.
The challenge
Memos and market research consumed the same scarce hours.
Associates and managers spent substantial time gathering information for investment memos. Drafting and refining a memo typically took 5 to 10 hours per investment opportunity.
The same team researched markets and startups, reviewed pitch decks and prepared communication. It needed connected knowledge instead of isolated documents.
The approach
Specialized agents were matched to specialized tasks.
b2venture created more than 10 specialized agents instead of one general assistant. Each agent has a distinct job and relevant knowledge.
They support memos, founder-call notes and document review. Each workflow has a defined starting point.
Workflows in practice
Research and documents work from one connected knowledge layer.
Connected Notion and Google Drive material gives agents access to models, pitch decks and investment documents. Teams use that context for market research, startup analysis and pitch-deck review.
Agents also prepare email drafts in the firm’s voice. Investment professionals review the material and make the decisions.
- Investment memo preparation and refinement
- Market and startup research
- Pitch-deck analysis and improvement
- Reporting and communication drafts
Results and operating impact
Adoption turned the workflow into a regular part of investment work.
The rollout reached over 70 percent team activation. Usage doubled over four months as agents became part of recurring work.
Memo drafting had previously taken 5 to 10 hours per investment opportunity. Agents now prepare a first pass while investment professionals retain analytical responsibility.