Responsibilities
- Screen new companies
Checks each company against your thesis and explains the fit, criterion by criterion.
- Search beyond the CRM
Finds companies your team has not tracked yet and adds the strongest to a list for review.
- Surface past decisions
Shows when your firm passed, deferred or met the company before, and why.
- Find the warm path
Shows who at your firm already knows the founders.
- Draft the first note
Writes email and LinkedIn drafts in the sender’s voice, using your history with the company.
- Keep the record current
Works alongside your CRM, so the research stays with the opportunity.
Andrew does not
- Decide which companies your firm pursues
- Send anything your team has not approved
- Replace your CRM



