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T
Tess Verneuil · Associate
MAKR Brain
Six hubs · AI operating system for the fund
Deal Flow Hub
Melanie Salvador
Live
Inbound Intelligence Thesis Coverage Market Watch Ecosystem Match
Agents6 active
Intake Agent
Screening Agent
Research Agent
Scoring Agent
Outreach Agent
DD Prep Agent
Processes6 defined
Inbound Intake
Auto-Screening
Deck Request Flow
Intro Call Process
Pre-DD Analysis
DD Handoff
Templates9 total
4 ready 5 awaiting upload
47 active · 3 awaiting GP Open hub →
Portfolio Mgmt Hub
Melanie Salvador
Live
Portfolio Health Lifecycle Tracking Pillar Engagement Capital Deployment
Agents6 active
Portfolio Monitoring Agent
Board Prep Agent
Founder Update Agent
Value-Add Matching Agent
Capital Deployment Agent
Pillar Activation Agent
Processes6 defined
Monthly Founder Update
Board Meeting Process
RAG Review Process
Value-Add Engagement
Follow-on Capital Process
Pillar Activation Process
Templates11 total
6 ready 5 awaiting upload
48 portcos · £1.84B deployed · 3 at risk Open hub →
DD Hub
Deal Team
Alert
DD Tracker Evidence Library IC Prep Risk Register
Agents
To be mapped
Processes
To be mapped
Templates
To be mapped
2 active DDs Open hub →
Portfolio Mgmt
Portfolio Team
Live
Portco Dashboard Performance Tracker Value Add LP Reporting
Agents
To be mapped
Processes
To be mapped
Templates
To be mapped
12 portcos Open hub →
Fund Management
Finance Team
Live
LP Relations Capital Deployment Fund Metrics Compliance
Agents
To be mapped
Processes
To be mapped
Templates
To be mapped
63% deployed · $18.5M remaining Open hub →
Pillars
Strategy Team
Live
Alliance MVP Multiplier MAKR X
Agents
To be mapped
Processes
To be mapped
Templates
To be mapped
4 pillars · 18 projects Open hub →
People
Team
Live
Team Directory Advisors LP Network Partners
Agents
To be mapped
Processes
To be mapped
Templates
To be mapped
8 team · 24 advisors Open hub →
MAKR Brain › Deal Flow Hub
38
Inbound MTD
14
Auto-screened
6
Thesis match
3
Watch list hits
62%
EU / UK split
Inbound Intelligence
Sources and quality breakdown this month
By Source
LP referral
12
Partner network
8
Cold inbound
7
Event / conf
4
Accelerator
3
Pitchbook / CB
4
Geography
United Kingdom
15
EU (excl. UK)
11
North America
6
Other
3
🔗 Pitchbook · Crunchbase integration — coming soon
Market Intelligence
Signals from thesis sectors this week
Recent Signals
Balderton leads £12M Series A in urban AI logistics startup (London). Thesis overlap: Smart Infrastructure + AI/ML. Signal
EU AI Act compliance deadline triggers demand surge for AI governance tooling — 3 new companies in pipeline match this. Trend
Watch list: NovaSynth Bio raised undisclosed pre-seed. Now on Crunchbase. Match to Thesis: BioTech × HealthTech. Watch
Cleantech VC activity up 34% YoY in UK/EU — MAKR positioned in strongest quarter for thesis alignment. Signal
AgriTech: 2 companies from PNP longlist showing LinkedIn growth >20% MoM. Suggest accelerating outreach. Action
Thesis Coverage
Pipeline density across investment themes
By Technology
CleanTech
14
AI / ML
11
BioTech
8
HealthTech
6
Robotics
5
Fintech
3
Deep Tech
3
By Industry
Energy
12
Healthcare
9
Agriculture
7
Logistics
6
Finance
3
—
Active
—
In DD
3
Need action
8
Added this wk
Industry
Tech
Intake0
Deck Review0
Calls & Intro0
Pre-DD & DD0
Ecosystem Intelligence Full view →
Alliance
OmniPort — strong fit
NovaSynth Bio — pending
MVP
DataMesh Labs — strong fit
QuantumGrid — moderate
Multiplier
TerraForm AI — strong fit
AquaTech Co — moderate
MAKR X
Veritas AI — strong fit
No other matches yet
1
Inbound Intake
All inbound companies are logged and auto-tagged with sector, geography, and source. Intake Agent runs initial data enrichment via Pitchbook/Crunchbase.
Automated
2
Auto-Screening
Screening Agent scores each company against MAKR thesis criteria. Companies below threshold 60 are auto-rejected with a logged reason. Above threshold advances to Deck Request.
Automated
3
Deck Request Flow
Outreach Agent sends templated deck request email. If no response in 5 days, one automated follow-up. GP review required before advancing to Intro Calls.
Mixed
4
Intro Call Process
Research Agent prepares a one-page brief before each call. Post-call notes captured in the MAKR Intro Doc template. GP decides on Pre-DD advancement.
Mixed
5
Pre-DD Analysis
DD Prep Agent runs market sizing, competitive landscape, and team analysis. Outputs a Fit Report for IC review. IC vote required to advance to DD Handoff.
Manual gate
6
DD Handoff
Approved companies handed to the DD Hub. Full data room request sent. DD checklist initiated. Deal lead assigned. Tracking moves to DD Hub from this point.
Manual gate
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Who's in pre-DD right now? Show CleanTech companies in Deck stage Which deals haven't moved in 2 weeks? Top 5 by fit score Summarise this week's inbounds
MAKR Brain › Fund Brain
Overlay
— deals in flow
Click Fund Brain to load
Legend:
Alliance
MVP
Multiplier
MAKR X
Which MAKR X deals are in DD? Show Alliance deals by sector Top fit scores across all pillars MVP deals needing follow-up Ecosystem coverage gaps
Deals I'm covering
CompanySectorStageSourceAdded
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🧠
MAKR Fund Brain
● Online · All hubs active
🧠
Good morning, Tess. Here's what needs your attention today:

🔴 Veritas AI PIA documents are overdue by 3 days — I'd recommend following up today.
📄 OmniPort Fit Report is ready for your review.
🟡 3 new inbounds were auto-screened overnight — 2 flagged as potentially relevant to Fund II thesis.

What would you like to dig into?
■ Portfolio mgmt hub
Live
48 active portfolio companies · £2B fund · fully deployed
← Back to portfolio
Total deployed
£1.84B
92% of fund
Dry powder
£160M
reserve + follow-on
Portfolio ARR
£1.2B
↑28% YoY
NAV estimate
£3.1B
1.68x cost · updated monthly
Follow-on reserve
£160M
allocated
In a pillar
38 / 48
79% engaged
Exit pipeline
4
£2.1B est. combined value
At risk
3
GP attention needed
PORTFOLIO LIFECYCLE — 48 ACTIVE · 6 EXITED · CURRENT STATE Updates automatically as companies progress
Onboarding
0-90 days
4
Early stage
Building · pre-scale
7
Growth
On plan · managed
19
Scaling
Outperforming
11
Fundraising
Actively raising
7
Pre-exit
M&A · IPO · secondary
4
Exited
Historical returns
6
← Active portfolio (48) Historical (6 exits) →
PORTFOLIO HEALTH
38
On track
7
Watch
3
At risk
Avg ARR growth
+34%
Avg runway
19 months
Avg burn
£1.4M / mo
Behind plan
4 portcos
Follow-ons YTD
£48M · 11 cos
Avg cheque size
£38.3M
PILLAR ENGAGEMENT — 38 OF 48 PORTCOS
Alliance
31 portcos
Cross-portfolio commercial partnerships active
MVP
24 portcos
Technical integrations live or in progress
Multiplier
18 portcos
Deployed into or bidding on mega-projects
MAKR X
9 portcos
Active commercial contracts with MAKR ecosystem
Not yet in a pillar10 portcos
ASSET ALLOCATION — £1.84B DEPLOYED ACROSS 48 COMPANIES
ALL PORTFOLIO COMPANIES — CLICK TO OPEN
CompanyLifecycle · HealthARRGrowthInvestedRunwayPillars
+38 more portfolio companies · search and filter in Phase 2
Portfolio Management Agents
Portfolio Management Processes
Templates