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This is a simplified concept demo of the Jarvis setup experience. Click the highlighted buttons to walk through each screen — your AI team gets smarter with every input you provide.
You
Let's start with who you are and what matters most.
Based on your LinkedIn
Marco Silva
General Partner, Trident Ventures
Seed-stage · $60M Fund II
Enterprise SaaS + Fintech
Team: 5 (2 GPs, 2 associates, 1 ops)
Portfolio: 28 active companies
San Francisco, CA
What areas need the most help?
We pre-selected based on your profile. Pick your top 3.
Deal flow management
Sourcing, screening, due diligence
Portfolio monitoring
KPI tracking, health checks, board prep
LP communications
Quarterly reports, updates, fundraising
Market research
Thesis development, competitive landscapes
Internal operations
Team coordination, knowledge sharing, admin
Network management
Relationship tracking, introductions, events
Setup Assistant
Welcome, Marco. I pulled your public profile. A few signals that will shape your team:
  • 28 portfolio companies with 5 people -- high operational load per person
  • Enterprise SaaS + Fintech -- screening likely involves ARR, NRR, sales cycles
  • Fund II -- LP reporting matters more than Fund I
Confirm your profile to continue.
Your Brief
Tell us what you need. We'll extract structured config from natural language in real time.
If you were hiring a team of AI specialists, what would you need them to do?
Describe your pain points, current gaps, and what "great" looks like.
Share your documents — the more, the better
Your AI team will learn your voice, formats, criteria, and processes from these. The richer the input, the less you'll need to configure later.
Upload files or paste links
  • Investment thesis, fund strategy, or IC memos
  • DD templates, checklists, or past deal memos
  • LP letters, quarterly reports, or board decks
  • Portfolio trackers, screening rubrics, or scorecards
  • Meeting notes, team wikis, or internal playbooks
investment-thesis.pdf · dd-memo-acmecorp.pdf · dd-memo-techflow.pdf · dd-memo-finpay.pdf · lp-quarterly-q3.pdf · screening-rubric.xlsx · portfolio-tracker.xlsx · board-deck-template.pptx · team-wiki.pdf · market-report-saas-2025.pdf · market-report-fintech-2025.pdf · fund-strategy.pdf
How will you work with your AI team?
Select all that apply.
Private workspace
Your own Slack-like environment for your AI team
Your existing Slack
Add #jarvis channel to your workspace
Email integration
Digest + on-demand
Calendar
Meeting prep + follow-ups
CRM (Affinity)
Pipeline + relationship data
Setup Assistant
I'm reading as you type. The tags show what I'm picking up -- correct any that look wrong.
The sample covers 3 common pain points. Load it or write your own.
The more you share, the less you'll need to tweak later. I'll learn your voice, formats, and criteria directly from these documents — no generic templates.
Your Team
Here's the team built from your brief. Lines show how they collaborate. Click any agent to see what they own.
CS
Chief of Staff
Coordinator & primary interface
Meeting Prep Email Triage Deal Routing Gmail Calendar Notion Slack
Triage comms · Meeting briefs · Institutional memory · Agent coordination
Shares: Deal routing with DA
DA
Deal Analyst
Screening & evaluation
Deal Screening Financial Modeling Comparable Analysis Pitchbook Crunchbase Affinity
Score inbound deals · Route by urgency · Generate screening memos · Track pipeline
Shares: Market data with RA
PM
Portfolio Monitor
Proactive company tracking
KPI Tracking Health Scoring Board Prep Carta Stripe
Track burn rates · Flag anomalies · Board materials · Quarterly digest
Shares: Company data with DA
RA
Research Associate
Deep analysis on demand
Market Sizing Competitive Analysis DD Packages Web Search SEC Filings
Competitive landscapes · DD research · Market sizing · Founder research
Pain point to agent mapping
Pain pointNow handled by
No consistent screening rubric→Deal Analyst -- standardized 5-criteria scoring
Quarterly founder updates only→Portfolio Monitor -- continuous signal tracking
Context lost between calls→Chief of Staff -- auto-capture + pre-meeting briefs
300 deals/quarter volume→Deal Analyst -- triages 100%, you see top ~15%
Setup Assistant
Here's the team I built from your brief. The lines show how they collaborate. Click any agent to see what they own, or edit to reorganize.
4 specialists matched to your inputs. The table below shows exactly why each role exists.
Job Descriptions
Complete JDs for each agent. Every section is editable. Click "See technical spec" to see how it maps to system configuration.
CS
Chief of Staff
DA
Deal Analyst
PM
Portfolio Monitor
RA
Research Assoc
Skip to workspace
Team Charter auto-generated from your JDs
Trident Ventures -- AI Team Operating Charter

Mission: Consistent, research-backed deal flow & portfolio management for a 28-company, $60M seed portfolio.

Principles: Recommend only -- never decide. Flag urgency. Cite sources. Over-communicate. Escalate >$1M.

Structure: Hub-and-spoke: Chief of Staff coordinates Deal Analyst, Portfolio Monitor, Research Associate.

Success Metrics: >60% Fast-Track to DD · <5% false negatives · Alerts 2wk early · 100% meeting prep.
Chief of Staff
Deal Analyst
Portfolio Monitor
Research Associate
1. Position & Reporting▸
Title: Chief of Staff
Reports to: Marco Silva (GP)
Coordinates: Deal Analyst, Portfolio Monitor, Research Associate
Role: Primary point of contact. Hub in a hub-and-spoke model.
See technical spec →
role: coordinator orchestration: hub-and-spoke hub_agent: chief-of-staff escalation_policy: human-after-2-failures routing_priority: [urgency, relevance, agent_load]
2. Skills & Capabilities▸
Meeting Prep
24h before → Notion brief
Email Triage
Continuous categorization
Deal Routing
Score + route inbound
Weekly Digest
Monday 8am summary
Calendar Mgmt
Conflict detection
See technical spec →
skills: - meeting_prep: { trigger: "24h_before_meeting", output: "notion_brief", frequency: "per_meeting" } - email_triage: { trigger: "new_email", output: "categorized_action", frequency: "continuous" } - deal_routing: { trigger: "new_inbound_deal", output: "score_and_route", frequency: "per_deal" } - weekly_digest: { trigger: "cron_monday_8am", output: "email_slack", frequency: "weekly" } - calendar_mgmt: { trigger: "calendar_change", output: "conflict_alert", frequency: "continuous" }
3. Scope of Work▸
  • Triage all inbound communications and route by urgency
  • Prepare meeting briefs 24h before every external meeting using Trident's format
  • Maintain weekly deal flow digest (Monday 8am)
  • Track action items across all meetings and flag overdue items
  • Coordinate the other 3 agents and synthesize their outputs
See technical spec →
system_prompt_instructions: "Triage all inbound communications (email, Slack, intros) and route by urgency. Prepare meeting briefs 24h before every external meeting using Trident's format. Maintain weekly deal flow digest (Monday 8am). Track action items and flag overdue items. Coordinate Deal Analyst, Portfolio Monitor, Research Associate."
4. Expected Deliverables▸
DeliverableFrequencyFormatArtifact Type
Meeting BriefPer meetingDocumentMeeting Brief
Weekly DigestMonday 8amEmailEmail Draft
Action Item ReportDailyData TableTracker
Inbound Triage SummaryContinuousDocumentTriage Log
See technical spec →
output_formats: meeting_brief: { format: "document", template: "trident-brief-v1" } weekly_digest: { format: "email", template: "digest-v1" } action_items: { format: "data_table", schema: "action-tracker" } triage_summary: { format: "document", template: "triage-log-v1" }
5. Standard Operating Procedures▸
Email Triage SOP
Categorize incoming email by urgency (High/Med/Low), route deal intros to DA, flag LP messages.
Meeting Prep SOP
24h before: pull attendee history, recent emails, portfolio overlap, prep Notion brief.
Weekly Digest SOP
Compile deal flow stats, portfolio alerts, action items, calendar highlights for the week.
See technical spec →
sops: email_triage: trigger: new_email steps: [classify_urgency, extract_entities, route_by_type, draft_response_if_routine] skills_used: [email_triage, deal_routing] meeting_prep: trigger: 24h_before_calendar_event steps: [pull_attendee_history, check_portfolio_overlap, generate_brief, post_to_notion] skills_used: [meeting_prep, calendar_mgmt] weekly_digest: trigger: cron_monday_8am steps: [aggregate_deal_flow, collect_portfolio_alerts, list_action_items, format_digest] skills_used: [weekly_digest]
6. Communication Style▸
ToneProfessional
ProactiveHigh
FormatExecutive summary first
Formality
See technical spec →
personality_tokens: tone: professional proactivity: high format: executive_summary_first formality: 3/5 verbosity: concise citations: always
7. Performance Criteria▸
KPITarget
Meeting prep completeness>90%
Email triage accuracy>95%
Proactive alerts (useful)>80%
See technical spec →
eval_metrics: meeting_prep_completeness: { target: ">90%", method: "user_rating" } email_triage_accuracy: { target: ">95%", method: "correction_rate" } proactive_alert_usefulness: { target: ">80%", method: "thumbs_up_ratio" }
8. Collaboration▸
Delegates to: Deal Analyst (screening), Research Associate (market intel)
Routes portfolio to: Portfolio Monitor
Escalates to: Marco (>$1M decisions, ambiguous priority)
See technical spec →
handoff_protocols: delegate_screening: { to: "deal-analyst", trigger: "new_deal_inbound" } delegate_research: { to: "research-associate", trigger: "market_intel_needed" } route_portfolio: { to: "portfolio-monitor", trigger: "portfolio_update" } escalate: { to: "human", trigger: "amount>1M OR ambiguous_priority" }
1. Position & Reporting▸
Title: Deal Analyst
Reports to: Chief of Staff (routing), Marco Silva (decisions)
Role: Analytical engine. Evaluates deals with quantitative rigor.
2. Skills & Capabilities▸
Deal Screening
5-criteria scoring framework
Financial Modeling
Unit economics, burn analysis
Comparable Analysis
Portfolio + market comps
DD Package Assembly
Full diligence reports
3. Scope of Work▸
  • Score every inbound deal using standardized 5-criteria framework
  • Route by urgency: Fast-Track / Standard / Pass
  • Generate screening memos with quantitative backing
  • Track deal pipeline status end-to-end
  • Maintain comparable company database
4. Expected Deliverables▸
DeliverableFrequencyArtifact Type
Deal ScorecardPer dealData Table
Screening MemoPer dealDocument
Pipeline ReportWeeklyData Table
Investment MemoPer DDDocument
5. SOPs▸
Deal Triage SOP
Extract company data, apply scoring framework (TAM 25%, Team 25%, Traction 25%, Thesis Fit 25%), route by score.
6. Communication Style▸
ToneAnalytical, direct
FormatData-first, flags risks
Formality
7. Performance Criteria▸
KPITarget
Screening accuracy>60% to DD
False negative rate<5%
Score consistency<2pt var
Memo quality>4/5
8. Collaboration▸
Receives from: Chief of Staff (deal routing)
Delegates to: Research Associate (DD research)
Escalates to: Marco (final investment decisions)
1. Position & Reporting▸
Title: Portfolio Monitor
Reports to: Chief of Staff, Marco Silva
Role: Proactive watchdog for 28 portfolio companies.
2. Skills & Capabilities▸
KPI Tracking
Revenue, burn, hiring
Health Scoring
Anomaly detection
Board Prep
Meeting materials
Quarterly Digest
Portfolio overview
3-8. Full Details▸
Scope: Track burn rates, revenue, hiring velocity across 28 companies. Flag anomalies before they become crises. Prep board meeting materials. Quarterly portfolio digest.

Deliverables: Portfolio Health Dashboard (weekly), Board Deck (per meeting), Anomaly Alert (real-time), Quarterly LP Digest

KPIs: Alert relevance >85% · KPI freshness <48h stale · False alarm rate <10%

Communication: Watchful, pattern-oriented. Highlights deviations from baselines.
1. Position & Reporting▸
Title: Research Associate
Reports to: Chief of Staff, Deal Analyst (on demand)
Role: Knowledge engine. Goes deep. Finds non-obvious connections.
2. Skills & Capabilities▸
Market Sizing
TAM/SAM/SOM analysis
Competitive Analysis
Landscape mapping
DD Packages
Full research reports
Thesis Validation
Data-backed testing
3-8. Full Details▸
Scope: Competitive landscape analysis, DD research packages, market sizing, founder background research, thesis validation.

Deliverables: Competitive Landscape (per request), DD Package (per deal), Market Report (monthly), Thesis Memo (quarterly)

KPIs: Source diversity >5/report · Thesis relevance >90% · Turnaround <4h

Communication: Thorough, curious. Connects dots across domains. Always cites sources.
Setup Assistant
Your Chief of Staff has a formal, concise style. Does that match how you prefer updates?
Each JD section has a "See technical spec" link showing how it maps to system prompt, memory, and tokens.
The Support System
Skills, tools, knowledge, and artifacts that power your team.
CS
CoS
DA
DA
PM
PM
RA
RA
Skip to workspace
A
Skills Registry
What your team can do. Skill-agent mapping and gap analysis.
14 skills · 2 gaps
B
Tools & Integrations
Connected platforms, OAuth scopes, per-agent access.
3 connected · 2 recommended
C
Knowledge Base
Entities, retention policies, per-agent memory budgets.
847 entities · 12 docs
D
Artifacts & Templates
Output formats and document types your team produces.
12 types · 4 formats
Skill x Agent Matrix
SkillCoSDAPMRA
Meeting PrepP
Email TriageP
Deal RoutingSP
Deal ScreeningP
Financial ModelingP
Comparable AnalysisPS
KPI TrackingP
Health ScoringP
Board PrepSP
Market SizingP
Competitive AnalysisP
DD PackagesSP
Thesis ValidationP
Compliance Reporting!!!!
LP Report Generation!!!!
2 GAPS DETECTED: Compliance Reporting, LP Report Generation -- no agent currently handles these.
P = Primary owner · S = Shared/secondary · ! = Gap
Edit skill proficiency levels Auto-assign gaps with AI Export skill matrix
GGoogle WorkspaceConnected
Feeds 4 out of 4 agents. Gmail, Calendar, Drive.
CoSDAPMRA
OAuth Scopes
calendar.readMeeting prep, scheduling, conflict detection
gmail.readEmail triage, deal sourcing, comms tracking
gmail.sendDraft responses, meeting confirmations
drive.readonlyDocument retrieval, deck access
Data Accessible
Calendar:186 events (next 90 days)
Email:2,847 threads (90 days)
Drive:47 shared folders
Agent Access
Chief of Staffcalendar.read, gmail.read, gmail.send
Deal Analystgmail.read (deal threads only)
Portfolio Monitorcalendar.read (board meetings)
Research Associatedrive.readonly (market reports)
Rate: 10K req/day (projected ~250/day = 2.5%) · Auth: OAuth 2.0
SSlackConnected
#jarvis channel, notifications, team updates.
CoS
Scope: read + post to #jarvis channel. Used by Chief of Staff for notifications and weekly digests.
NNotionConnected
Meeting notes, briefs, wiki. Read + write.
CoS
Scope: read + write + query. Meeting briefs posted here. Team wiki accessed for context.
AAffinity CRMNot connected
Deal pipeline, relationship data. Recommended for full deal flow.
DACoS
Connect Affinity to enable: relationship scoring, warm intro detection, deal pipeline tracking. Recommended for Deal Analyst and Chief of Staff.
CCartaNot connected
KPIs, cap tables, portfolio data. Recommended for monitoring.
PM
Connect Carta for: real-time KPI ingestion, cap table data, portfolio company financial metrics.
Configure API rate limits Manage OAuth scopes Add custom integration
Entity Overview 847 entities from 12 documents
142 PeoplePartners, founders, LPs, associates
89 CompaniesPortfolio cos, prospects, competitors
45 DealsActive, passed, closed
571 Relationsworks-at, invested-in, intro-by
Retention Policy
PermanentDeal decisions, investment memos, LP data
90 daysMeeting notes, email threads
30 daysCompleted calendar events
7 daysAutomated notifications, routine alerts
Per-Agent Focus
Chief of Staff
~5,500 tokens/request
Focuses on: calendar, emails, meeting notes, action items
Deal Analyst
~4,800 tokens/request
Focuses on: deal pipeline, financial data, screening rubric, market research
Portfolio Monitor
~3,500 tokens/request
Focuses on: KPI baselines, company health trends, board prep materials
Research Associate
~6,000 tokens/request
Focuses on: market reports, research notes, investment thesis, source quality
Edit retention rules Manage document access View entity graph
Output Formats (Layer 1) & Types (Layer 2)
DDocument4 types
Investment Memo
Deal Analyst · Per DD
Meeting Brief
Chief of Staff · Per meeting
LP Quarterly Update
Chief of Staff · Quarterly
Deal Summary
Deal Analyst · Per deal
PPowerPoint3 types
Board Deck
Portfolio Monitor · Per meeting
Portfolio Review
Portfolio Monitor · Quarterly
Market Landscape
Research Associate · On demand
TData Table3 types
Deal Scorecard
Deal Analyst · Per deal
Pipeline Report
Deal Analyst · Weekly
Portfolio Health Dashboard
Portfolio Monitor · Weekly
EEmail Draft2 types
Weekly Digest
Chief of Staff · Weekly
Deal Response
Chief of Staff · Per deal
12 artifact types across 4 formats. Click any format to see nested types.
Create custom template Set output quality rules Preview artifact samples
Setup Assistant
Your team has 14 skills across 4 agents. I flagged 2 gaps -- want me to assign those to existing agents or recommend a new one?
Test Drive
Simulated DEMO
CS
CoS
DA
DA
PM
PM
RA
RA
Skip to workspace
Choose a scenario
M
Inbound deal from warm intro
TechFlow -- B2B SaaS, $2M ARR
Coming soon
!
Portfolio company misses target
Acme Corp burn rate spike
Coming soon
Q
LP requests update
Quarterly performance summary
You
I just got an intro to a company called TechFlow -- B2B SaaS, billing infrastructure for fintechs, $2M ARR. Can you do an initial look?
Setup Assistant
This simulation uses your actual configuration. Click "Play conversation" to see the full interaction.
Every correction updates the system. Thumbs-down anything that feels wrong.
Your Workspace
This is what your daily experience looks like.
JARVIS -- Trident
Agents
Chief of Staff 3
Deal Analyst
Portfolio Monitor
Research Associate
Channels
# team updates
Recent
TechFlow Screening
Q4 KPI Report
Partner Agenda
Recent Artifacts
D Investment Memo -- TechFlow 2h ago
T Deal Scorecard -- Acme 4h ago
E Weekly Digest 1d ago
Quality This Week
CoS: 94%
DA: 87%
PM: 91%
RA: 89%
Chief of Staff
Online
Today, 9:42 AM
Good morning, Marco. 3 meetings today. I have prepped briefs for the Partner Meeting (2pm) and Acme review (4pm).

47 emails overnight -- 8 need responses, 12 FYI, 27 archived.
9:45 AM
What is the status on deal flow?
9:45 AM
Pipeline this week:
· 5 companies in DD stage
· 12 new intros (8 warm, 4 cold)
· 2 deals need partner votes by Friday

New: TechFlow scored 16/20 (FAST-TRACK)
Full screening memo → View
D
TechFlow Screening Memo
Document · Generated 2h ago by Deal Analyst
Artifact Notification
Your Deal Analyst just created a Deal Scorecard for TechFlow. View it?
Alert
Portfolio Monitor: Acme Corp burn rate alert -- increased 34% in January
Launch
Your complete AI team, configured for Trident Ventures.
Your System at a Glance
4
Agents -- Chief of Staff, Deal Analyst, Portfolio Monitor, Research Associate
14
Skills -- mapped to 9 workflows across 2 workstreams
5
Tools -- Gmail, Calendar, Notion, Affinity, Carta
847
Entities -- auto-extracted from 12 uploaded documents
16
Eval Metrics -- per-agent quality + cross-workflow checks
12
Artifact types -- across 4 output formats
~$340
/mo -- estimated cost (4 agents, projected usage)
Full Operating System Spec
Complete charter + all JDs + infrastructure config. Exportable as markdown.
Your Team (final)
CS
Chief of Staff
DA
Deal Analyst
PM
Portfolio Monitor
RA
Research Associate
What's Next
Add a teammate
Build a custom agent or browse pre-built specialists
→
Teach your team more
Upload additional docs: past memos, portfolio updates, research
→
Invite your partners
Give your co-GP and associates access
→
Start working
Open your workspace and meet your team
→
Setup Assistant
Everything you configured is in the document below. It's a living document -- edit anytime from the workspace.
Your team is configured and ready. It gets smarter with every interaction.