Venture Capital
AI for sourcing, diligence, and portfolio support at scale
Growth-stage investors compete on proprietary sourcing, sharper diligence, and the support they give founders post-check. We build AI that surfaces breakout companies early, pressure-tests metrics in days, and scales platform support across the portfolio — all tied to fund returns.
Why AI mattersin Venture Capital (Growth stage).
In growth investing, edge is seeing the breakout early and winning the round — then helping the company compound. AI matters when it widens the funnel, sharpens diligence, and scales the platform team's support across every portfolio company.
Our point of view is ROI-based by design: every initiative maps to deal flow, win rate, or portfolio value. We quantify before we build, amplify your investment and platform teams rather than replace them, and bring the governance your LPs expect.
- 01Sourcing is the edgeSee the breakout before the round is hot.
- 02Diligence at speedPressure-test metrics and cohorts in days.
- 03Platform doesn't scaleAI extends founder support across the portfolio.
- 04Returns are the metricEvery initiative maps to deal flow or value.
How we workin Venture Capital (Growth stage).
One method, tuned to your context: we design the whole system — people and AI — rank every move by ROI across four lenses, and build in iterative cycles that compound value.
Design the whole system
We map sourcing-to-platform-support end-to-end, designing where AI widens the funnel and where investors and platform teams stay in the loop — with adoption across the fund.
Quantify the value
We score each initiative across four lenses tied to returns — deal flow, win rate, portfolio value, and risk — so effort maps to fund performance.
Tailor to your context
We build around your CRM, data sources, and portfolio systems — tuned to your thesis and the governance your LPs expect.
Iterate and compound
We launch a focused capability fast, measure against deal flow and win rate, and iterate each cycle — compounding sourcing edge and portfolio support.
The AI opportunityin Venture Capital (Growth stage).
more investments per year at VCs adopting data technologies
portfolio metrics on one intelligence layer
target ROI within 90 days
- 1Bonelli, Data-driven Investors — causal study; also finds a 17% fall in backing startups that reach IPO or profitable acquisition
- 2AWSM LABS CRFT engagement guarantee — 3x ROI on the build fee by day 90, or we keep working at no charge
Photo: Pexels
Purpose-built applicationsfor Venture Capital (Growth stage).
AI Deal Sourcing
An AI agent monitors hiring, product, traffic, and funding signals to surface breakout companies before the round is hot — scored against your thesis.
CRFT builds the custom sourcing product tailored to your thesis.
A Curated Channel to Buyers
Put your portfolio's AI companies in front of qualified enterprise buyers who already need what they sell — and chose to meet them.
SMRTN partners with VCs to give portfolio companies a curated channel to members.
Portfolio Intelligence
One platform tracking KPIs and AI initiatives across every portfolio company — growth, efficiency, and burn in real time.
KNTRL provides the cross-portfolio intelligence and benchmarking layer.
Portfolio Platform Copilot
Scale your platform team with an AI that helps founders with GTM, hiring, and data — the same playbooks, available to every company.
CRFT builds the portfolio support layer over your playbooks.
The AI Multiple Nobody Can Justify
One advisory firm publishes AI deal multiples and does not say what it measured. Another writes that AI capability commands premium valuations and cites no transaction comparables. PwC states the standard: measurable income statement impact, before any premium. This article is about closing that distance.
Pablo Cruz Pou · October 9, 2026 · 20 min read
Custodial ROI: The Fourth Lens — and the Only One Someone Else Grades
You grade three of your four AI ROI lenses. Somebody else grades the fourth, and you will not meet them until diligence. In 2014, 87 percent of dealmakers said much the same about cyber security — folded into a general IT review, not a risk category in its own right. Three years later Verizon cut $350 million off the price of Yahoo.
Pablo Cruz Pou · September 14, 2026 · 22 min read
The Four-Lens AI ROI System
In July 2025, the most-quoted number in enterprise AI said 95 percent of deployments returned nothing. Eight months later, a survey of middle-market leaders said 97 percent of AI pilots had succeeded. Neither measured a P&L. Both were describing your portfolio.
Pablo Cruz Pou · September 14, 2026 · 19 min readVenture Capital (Growth stage),answered.
CRFT builds a sourcing agent that monitors hiring, product, traffic, and funding signals to surface breakout companies against your thesis — filling the pipeline with fits before the round gets competitive.