The control tower for AI-powered investing in venture capital and private equity.

Every prompt, tool call, and data pull flows through one governed plane. Your team works faster, your partners decide with full context, and the audit trail your LPs ask for is generated as you go.

Zero data retentionFull audit trailData connectivity across tools
CONTROL TOWER · PREVIEWSWEEP
AURORAPYLONCINDERLEDGERLINEHELIOS
on-thesis (inner) needs review (outer)

Every portfolio company, every workspace, visible from one tower.

01 / The Problem

AI without governance
is a liability and
a higher cost.

Your team is already using AI tools with zero oversight. The productivity gain is real. The accountability isn't.

01 · Data fragmentation

Your CRM only tells part of the story

Your CRM has contacts and companies, but nothing on growth rates, cap tables, or who else has invested. Teams end up toggling between multiple sheets to get a full picture.

▼ TodayScattered context
▲ With BoomtownUnified data layer that gives AI rich context
02 · Underutilized tools

Your tools don't talk to each other

You pay for an AI chatbot, note-taking apps, and a CRM, but none of them talk to each other. Ask a question that spans two systems and you get nothing useful back.

▼ TodayDisconnected stack
▲ With BoomtownYour AI gets contextual relationships across tools
03 · No governed AI access

Personal AI accounts, no audit trail

Your teams use personal AI accounts and configure the same tools individually. That leaves you with no audit trail and no data controls.

▼ TodayShadow AI usage
▲ With BoomtownEvery query logged and auditable
04 · Higher cost

Every team rebuilds the same prompts

Every team builds its own prompts from scratch. Without shared context, the model has to do more work per query, and token costs add up fast.

▼ TodayRedundant prompts, wasted tokens
▲ With BoomtownBusiness annotations and pre-structured data, fewer tokens
02 / Use Cases

Built for how
VC firms actually work.

Real workflows your deal team runs every week, with full accountability at every step.

01 Deal Sourcing

“I just heard about a company at a conference.”

An associate asks AI to screen a company. Boomtown governs the query, pulls data from your existing systems, and returns a structured assessment. Every step is attributed, so you know exactly what AI did and what data it accessed.

  • Structured fit assessment in seconds
  • Pulls from CRM, market data, and notes
  • Every source attributed for human review
deal screening · governed
screen Aurora Robotics · Series A · warehouse automation
Aurora Robotics · fit assessment
strong fit
ThesisVertical AI · ops automation · aligned
History2 prior conversations in your CRM
StageSeries A · active round
Statusgoverned · awaiting partner review
02 Portfolio Monitoring

“Board prep across twelve companies.”

AI pulls KPIs, flags metrics off-track, and generates summaries per company. Access is segmented, so an associate on one deal never sees another company's numbers. Every data pull is governed and attributed.

  • KPIs aggregated across all companies
  • Off-track metrics flagged automatically
  • Access segmented per deal and team
portfolio review · governed
CompanyARRGrowthStatus
Aurora Robotics$4.2M+38%● On track
Pylon Health$11.8M+22%● On track
Cinder Labs$2.1M+9%● Watch
Ledgerline$8.4M+31%● On track
research brief · governed

Humanoid robotics · market scan

QueryTop movers, funding, founder backgrounds
Sources14 articles, 6 filings, 3 cap-table records
StatusReady for partner review
Industry coverage (14)NEWS
SEC filings (6)FILING
Cap-table records (3)PRIVATE
Thesis fit assessmentREVIEW
03 Research

“Get me up to speed on this market before Friday.”

AI runs a structured scan across news, filings, and your enrichment sources. Every source is attributed, and the brief is grounded in your firm's thesis so partners get straight to what matters.

  • Multi-source scan across news, filings, enrichment
  • Brief grounded in your firm's thesis
  • Every citation traceable to source
03 / The Boomtown Architecture

A layered stack,
purpose-built
for venture investing.

The workspace is the security boundary. Inside it, data, skills, and agents compose into intelligence that knows your firm and the way it invests.

Workspaces

The security boundary. Admins decide which tools, data, and members live inside each workspace.

Boundary

Data

Your CRM, deal pipeline, portfolio metrics, and LP records stay in your systems. Boomtown reads them on demand.

Stays In Place

Skills

Reusable instructions, ontologies, and scripts that teach Claude how to read your data and run your workflows.

Configurable

Agents

Role-specific AI bundles, scoped to a workspace, deployed through managed-agent infrastructure on Claude.

Thesis-Aware

MCP

The governed bridge that exposes your workspace, data, and skills to Claude through a single audited interface.

Delivery
Live in your firm in a few weeks. Tuned to your investment thesis.
04 / Trust & Security

Built for firms that manage
other people's money.

Audit-grade logging, scoped per workspace. The controls your IT team asks for, packaged the way your LPs want to see them.

Your data never trains any model.

Your data stays in your systems. We don't store it. Queries pass through without retention. Your deal pipeline, LP data, and proprietary analysis stay yours, always.

ZERO RETENTION
TENANT ISOLATED
ENCRYPTED IN TRANSIT
EVENT LOG · DEAL-FLOW
14:32queryAurora Roboticsgoverned
14:31writeworkspace.skillslogged
14:28readportfolio.metricsbounded
Every action audit-logged · exportable

Role-based access at every layer

Users only access data granted to their role. No shortcuts. No ambient authority.

Complete audit trail

Every interaction logged with tamper-proof integrity. Exportable for compliance reviews.

Tenant isolation

Each firm operates in a fully isolated environment. Cross-tenant access is architecturally impossible.

Workspace-level boundary

Each workspace scopes its own tools, knowledge, and members. Queries cannot cross workspaces, by design.

LP-ready compliance

When your LPs ask how AI is governed, hand them a report, not an explanation.

05 · Leadership

Built by operators who've been there.

Boomtown is a few months old. We're building alongside a handful of VC design partners who are running the platform with their teams.

Frederick Baiz
Frederick Baiz
CEO
LinkedIn
Ashwin Nayak
Ashwin Nayak
Advisor
LinkedIn
06 / FAQ

Common questions
from GPs and
fund ops leads.

Answers to what we hear most in first conversations with VC firms.

How is this different from just giving my team AI tool access directly?+

Direct AI access gives your team a general-purpose tool with no context about your firm, no connection to your data systems, and no governance. Boomtown provides thesis-aware agents that understand your investment strategy, connect natively to your CRM, and route every action through workspace-bound audit trails. You end up with a governed analyst that already knows your portfolio, instead of a generic chatbot.

Do you store our data?+

No. Boomtown operates on a zero-retention model. We connect to your data sources (CRM, document stores, enrichment APIs) via governed MCP connectors and read/write through API calls. Your data stays in your systems at all times. We store audit logs and agent configurations. We never store your underlying deal data, LP records, or portfolio metrics.

How long does setup take?+

Most firms are live in under a few weeks. We start by connecting your CRM (Attio, Affinity, or Salesforce), configuring your firm's investment thesis and org-level context, and setting up initial workspaces. Your team can start using governed AI workflows from week one.

What systems do you integrate with?+

Boomtown connects via MCP (Model Context Protocol) connectors to: CRM platforms (Attio, Affinity), data enrichment (Harmonic), meeting note tools (Granola), document systems (Notion, Google Drive), and more. Connectors are modular. We add new integrations based on what your firm's workflow requires.

Can we start with one workflow and expand?+

Absolutely. Most customers start with deal sourcing or research and expand to portfolio monitoring as they see results. Each use case is a separate workspace with its own agent, skills, and access controls, so you scale by adding workspaces, not by reconfiguring the platform.

07 · Get started

See Boomtown in action.

30 minutes. No slides. Just the product working with your data.