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Case study · From the Pluris libraryReceipt no. 3169
What sucked

The firm's deal flow lived in inboxes and a manually maintained tracker.

Every inbound company had to be researched by an associate before a partner could judge it, so throughput was capped by research hours, promising companies sat unranked in the queue, and companies that had gone quiet were never systematically revisited.

Financial ServicesSales & Revenue4–6 months
What they built

ModernEdge built a deal pipeline for a founder-owned VC firm: an enrichment layer that assembles associate-grade research on every inbound company, a scoring model tuned to the firm's thesis and past decisions, and a monitoring layer that alerts partners when tracked companies change. All of it runs on Claude.

What changed
95%

Less manual research time; every inbound company arrives enriched and auto-scored.

6x

Deal throughput, with deals reaching partner review 30-50% faster.

40%+ more top opportunities surfaced

More top-tier opportunities surfaced to partners

Time to results
4–6 months
Company size
1-50 people
Project cost
$500K+
More fixes like this
Who did it
Kevin Malaekeh
Co-Founder, ModernEdge AI

Vetted by Pluris.