Fund Operations

Run a lean fund like a large one.

Quarterly reports take weeks. Your CRM is half-empty. Portfolio data lives in spreadsheets. Nothing is connected. Praus audits your operations and builds the systems that make a 10-person fund operate like a 50-person one.

// The problem

Your operations are held together with duct tape.

Right now

Quarterly reports take 2-3 weeks to assemble
CRM is half-empty, data is stale
Portfolio data scattered across spreadsheets
Manual processes that should be automated
Team doing admin instead of investing

With Praus

Reports auto-generated, team reviews and sends
CRM always current, pipeline always visible
Portfolio data synced from source systems
Workflows automated, alerts where they matter
One agent connecting your entire tech stack

// How it works

We audit. We build. Your team runs it.

We find where your operations waste time and where quality slips. Then we build the systems that fix it — reporting, CRM, data pipelines, workflow automation. Everything connects through one agent.

01

Audit your operations

We meet with your team, walk through every workflow, and map where time is being wasted and where quality is slipping. Reporting, CRM, data collection, communications, portfolio monitoring — we look at all of it. Then we prioritize: highest ROI, fastest to build.

Q1 LP Report

Portfolio data collectedDone
Performance metrics calculatedDone
Market commentary draftedDone
Charts & visualizations generatedDone
Report assembled & formattedReview

Auto-generated • Ready for review

Systems status

CRM & Pipeline

23 active conversations

Active

LP Reporting

Q1 auto-generated

Active

Portfolio Sync

8 companies, data current

Active

Deal Flow

47 scored this week

Active

Workflow Automation

12 workflows running

Active
02

Build the systems

Reporting automation that generates quarterly reports in hours instead of weeks. CRM setup that's actually maintained. Portfolio data pipelines that pull from source systems automatically. Workflow automation for the repetitive tasks your team shouldn't be doing manually.

03

Your team runs it

Everything is built inside your fund's infrastructure. Your team uses an AI agent that connects all the systems together — one interface to CRM, reporting, data, and workflows. No switching between tools. No manual data entry. The systems run, your team reviews and decides.

Before → After

3-week quarterly scramble

Reports auto-generated, team reviews

CRM half-empty, data stale

Pipeline always current, nothing slips

Portfolio data in spreadsheets

Synced from source, always accurate

Manual follow-ups and reminders

Automated workflows, alerts in Slack

// What you get

Not just cleanup. Infrastructure you keep.

Reporting automation

Quarterly LP reports generated automatically from portfolio data. Your team reviews and sends — not assembles from scratch.

CRM & pipeline setup

A CRM that's actually maintained. LP conversations, deal pipeline, portfolio interactions — all tracked, all current.

Portfolio data sync

Financial data, KPIs, and updates pulled from source systems automatically. No more chasing portfolio companies for spreadsheets.

Workflow automation

Recurring tasks automated — follow-ups, reminders, data collection, distribution lists. If your team does it every week, we automate it.

AI agent for your team

One interface connecting your CRM, data, reporting, and workflows. Your team talks to the agent instead of switching between 10 tools.

You keep everything

The systems, automations, data pipelines, CRM setup — it all lives inside your fund. Yours even if we stop working together.

// Pricing

Simple pricing. Zero risk.

30-Day Pilot

Start here
$1,500

One-time • Refund if no improvement

The fastest way to see what your operations look like when they actually work. Full audit, first systems built, team running them.

Get started

Includes

Full operations audit
Reporting automation setup
CRM & pipeline configuration
First workflow automations live
Measurable improvement or refund
You keep everything we build

Monthly Engagement

Custom

Per month

For funds that want full operational infrastructure. Expanded automation, deeper integrations, and continuous optimization.

Contact

Everything in Pilot, plus

Full infrastructure buildout
AI agent deployment
Portfolio data pipelines
Advanced workflow automation
Weekly strategy calls

// FAQ

Questions?

Start today

Better operations. 30 days. Or you don't pay.

30 minutes. Tell us about your fund, your team, and where operations are holding you back. We'll show you what connected infrastructure looks like.

Book a call
30-day pilot
Full operations audit
$1,500 flat fee
Reporting automation
CRM & pipeline setup
You keep everything we build