Customer storyValuation memos went from a grind to review and polish.
VC CFO runs financial operations for venture, private equity and real estate clients. Memo preparation was precise, repetitive, and eating analyst hours.
Figures as reported by VC CFO.
At a glance
A team whose expertise was going into formatting
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Used for
Before & after
The judgment stayed with the analysts. The typing did not.
Memo preparation is high-repetition, high-detail work. It has to be precise, and precision was costing hours that analysts could have spent on judgment.
"What used to be a grind is now mostly review and polish."
- ✕Memos drafted manually, every time
- ✕Cap table data extracted by hand, requiring precision and speed
- ✕Consistency checks and formatting QA eating analyst hours
- ✕Deliverables varying in style across funds
Skilled people, doing assembly.
Where analyst hours went
Three repetitive steps between the deal and the memo.
Lindy drafts the memo from structured deal input, pulls the numbers out of the cap table, and applies the same formatting every time.
- ✓Memos generated from structured deal input
- ✓Key data extracted and formatted from cap tables
- ✓One consistent style across every deliverable
- ✓Analysts reviewing rather than drafting
Drafts usable more than nine times out of ten.
How it runs now
Lindy drafts, extracts, formatsThe team still owns the judgment. It no longer owns the typing.
What Lindy runs
Three steps between a deal and a finished memo
- DraftingValuation memos generated from structured deal input, in institutional tone.
- ExtractionKey data points pulled out of cap tables and formatted correctly.
- ConsistencyThe same formatting and style applied across every client deliverable.
It’s like hiring a 24/7 ops teammate who never misses a deadline.Ken Aseme CEO, VC CFO
Results
What VC CFO reported after adopting Lindy
- 6–8 hrsBack every week — memo creation went from hours to minutes.
- 90%+First drafts usable from day one, needing review rather than rewriting.
- One styleDeliverables standardised across funds rather than varying by author.
- Same teamOutput scaled without adding analysts.
In fund management the output has to be right and it has to look the same every time. The second of those is the part that was never a good use of an analyst.
What's next
Consistency as a deliverable in its own right
Clients notice standardisation before they notice speed. Producing the same quality of memo regardless of who is on the file is the durable part of this.