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Case study · From the Pluris libraryReceipt no. 2895
What sucked

One of the world's most active venture capital firms runs on institutional context: who the team has met, what was learned, and how it connects across a global portfolio.

That context lived scattered across call recordings, memos, meeting notes, and CRM records. Reconstructing it for a single decision could take weeks of asking around, and a missed connection between two memos can change an investment outcome. The firm wanted that memory to be queryable by the people making decisions.

Financial ServicesInvesting & Deals2–4 months
What they built

Lazer built an AI knowledge platform that ingests the firm's call recordings, memos, meeting notes, and CRM data and synthesizes them into a queryable knowledge base for the entire investment team, with automated relationship mapping across the portfolio and an OAuth consent flow protecting sensitive calendar and meeting data.

What changed
Weeks to Seconds

Institutional knowledge retrieval that previously meant days or weeks of asking around now resolves in seconds of querying across years of firm memory.

2 Production Platforms, 4 Data Sources Unified

The success of the first platform earned the second; together they unify calls, memos, notes, and CRM into one queryable layer.

Trialed at the Top, Expanding Into the Portfolio

The firm's CEO and management team are active trial users, and the system is now expanding into portfolio companies, the strongest possible internal endorsement.

Time to results
2–4 months
Company size
51-250 people
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Who did it
Aanikh Kler
Lazer Technologies

Vetted by Pluris.