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.
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.
Every portfolio company, every workspace, visible from one tower.
Your team is already using AI tools with zero oversight. The productivity gain is real. The accountability isn't.
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.
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.
Your teams use personal AI accounts and configure the same tools individually. That leaves you with no audit trail and no data controls.
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.
Real workflows your deal team runs every week, with full accountability at every step.
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.
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.
| Company | ARR | Growth | Status |
|---|---|---|---|
| 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 |
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.
The workspace is the security boundary. Inside it, data, skills, and agents compose into intelligence that knows your firm and the way it invests.
The security boundary. Admins decide which tools, data, and members live inside each workspace.
BoundaryYour CRM, deal pipeline, portfolio metrics, and LP records stay in your systems. Boomtown reads them on demand.
Stays In PlaceReusable instructions, ontologies, and scripts that teach Claude how to read your data and run your workflows.
ConfigurableRole-specific AI bundles, scoped to a workspace, deployed through managed-agent infrastructure on Claude.
Thesis-AwareThe governed bridge that exposes your workspace, data, and skills to Claude through a single audited interface.
DeliveryAudit-grade logging, scoped per workspace. The controls your IT team asks for, packaged the way your LPs want to see them.
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.
Users only access data granted to their role. No shortcuts. No ambient authority.
Every interaction logged with tamper-proof integrity. Exportable for compliance reviews.
Each firm operates in a fully isolated environment. Cross-tenant access is architecturally impossible.
Each workspace scopes its own tools, knowledge, and members. Queries cannot cross workspaces, by design.
When your LPs ask how AI is governed, hand them a report, not an explanation.
Boomtown is a few months old. We're building alongside a handful of VC design partners who are running the platform with their teams.
Answers to what we hear most in first conversations with VC firms.
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.
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.
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.
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.
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.
30 minutes. No slides. Just the product working with your data.