MAKR Brain
Six hubs · AI operating system for the fund
Deal Flow Hub
Melanie Salvador
Live
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
Portfolio Mgmt Hub
Melanie Salvador
Live
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
DD Hub
Investment Office
Live
Agents4 active
DD Tracker Agent
IC Package Agent
SME Coordinator
Post-Investment Review
Templates6 total
4 Upload MAKR
2 Pure Brain
Deal Structuring & IC
Investment Office
Live
Agents6 active
Term Sheet Agent
Pricing Desk Agent
Syndication Agent
Valuation Agent
Templates7 total
5 Upload MAKR
2 Pure Brain
Portfolio Mgmt
Portfolio Team
Live
Agents
To be mapped
Processes
To be mapped
Templates
To be mapped
Fund Management
GP · CFO
Soon
Agents
To be mapped
Processes
To be mapped
Fund Ops Hub
Melanie Salvador
Live
Agents2 active
Inbox Agent
Intake Agent
Processes2 defined
Inbox Classification
Intake & Screening
Email folders8 default
7 active
1 configuring
Pillars
Strategy Team
Live
Agents
To be mapped
Processes
To be mapped
Templates
To be mapped
People
Team
Live
Agents
To be mapped
Processes
To be mapped
Templates
To be mapped
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 referral12
Partner network8
Cold inbound7
Event / conf4
Accelerator3
Pitchbook / CB4
Geography
United Kingdom15
EU (excl. UK)11
North America6
Other3
🔗 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
CleanTech14
AI / ML11
BioTech8
HealthTech6
Robotics5
Fintech3
Deep Tech3
By Industry
Energy12
Healthcare9
Agriculture7
Logistics6
Finance3
—
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.
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.
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.
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.
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.
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.
Loading agents…
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Fund Brain
— deals in flow
Legend:
Alliance
MVP
Multiplier
MAKR X
MAKR Fund Brain
● Online · All hubs active
■ 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
ASSET ALLOCATION — £1.84B DEPLOYED ACROSS 48 COMPANIES
ALL PORTFOLIO COMPANIES — CLICK TO OPEN
CompanyLifecycle · HealthARRGrowthInvestedRunwayPillars
Portfolio Management Agents
Portfolio Management Processes
Templates
0
Active DDs
0
Modules Complete
0
Red Flags Open
0
Providers Engaged
0
Pending IC
—
Avg DD Days
Stage Distribution
Open Red Flags
No red flags — all clear
DD Throughput
0
This Qtr
0
To IC
0
In Review
Throughput data populates when deals are added
Upcoming IC Submissions
No IC submissions scheduled
0
In Active DD
0
Modules Completed
0
Red Flags Added
0
SMEs Engaged
—%
Avg Completion
Module Completion by Deal
Add deals to see module completion
Most Common Flags
No flags yet
Current Bottlenecks
No bottlenecks detected
Post-Investment Assumption Review
Track how DD assumptions held vs. actual performance. Feeds back into framework refinement.
🔬
No post-investment reviews yet
Reviews are added when portfolio companies pass their first operational milestone post-investment.
Add deals to DD pipeline and progress them through IC to generate reviews.
Add deals to DD pipeline and progress them through IC to generate reviews.
Review Methodology
Assumption Validation
Were market size, unit economics, team competency, and growth assumptions correct?
Red Flag Outcomes
Did the red flags identified in DD materialise? What was the actual impact?
Framework Calibration
What DD modules over- or under-predicted risk? How should weighting change?
1
Deal Intake & Initial Risk Assessment
DD Core Team receives deal from Deal Flow. Initial triage — thesis fit, data completeness, risk level. DD plan scoped and workstreams assigned. No deal proceeds without this step.
2
DD Framework Design & Module Scoping
DD Core Team designs deal-specific diligence plan within the standardised MAKR framework. Determines sequencing, depth per module, and whether external providers are needed. No deal team member may independently scope or curtail DD.
3
External Provider Engagement (if required)
DD Core Team approves and briefs Tier 1/2/3 providers via written mandate. Providers operate strictly within scope — no scope expansion without explicit authorisation. Single point of contact: DD Core Team only.
4
Parallel DD Execution & Integration
Workstreams run in parallel where possible. All findings reviewed, challenged, and reconciled by DD Core Team. Outputs must map to MAKR modules — proprietary provider formats not accepted unless translated. RAG ratings assigned per module.
5
Pricing Analysis & IC Pre-Approval
Investment Office leads pricing — entry terms, ownership, dilution, scenario modelling. All DD residual risks must be incorporated into pricing assumptions. Material deviations escalated to IC. Exclusively owned by Investment Office.
6
IC Submission & Decision
DD Core Team produces integrated, decision-ready IC memo. IC reviews and approves investment pricing and syndication terms. Validates residual risk acceptance. Final investment decision is IC's alone — deal team participates but does not unilaterally decide.
7
Post-Investment Learning Loop
Post-investment review captures what assumptions held vs. failed. Findings feed back into DD framework refinement, provider performance management, and pricing methodology improvement. Ongoing calibration against outcomes.
🔍 DD Tracker
Manages deal lifecycle, module progress & flags
Tracks the entire DD lifecycle per the MAKR DD Policy. Assigns modules, coordinates parallel workstreams, challenges findings, flags escalation triggers. Single point of contact for all external providers.
Receives deals from Deal Flow
Manages module RAG
📋 IC Package
Assembles IC submission memo from DD findings
Produces decision-ready IC memos integrating all DD module findings. Structures investment thesis, key risks, residual risk acceptance, and pricing rationale for IC review.
IC memo production
Integrates DD findings
🔬 SME Coordinator
Manages external subject-matter expert engagement
Manages Tier 1/2/3 provider briefings, scope mandates, and output translation into MAKR framework. Tracks SME engagement by sector and enforces scope boundaries.
Provider mandate
SME registry
📊 Post-Investment Review
Validates assumptions, feeds learning back into DD
Tracks post-investment assumption validation. Flags where DD predictions held vs. failed. Produces quarterly framework calibration inputs. Feeds into provider performance management.
Post-IC monitoring
Framework calibration
📋
DD Module Checklist
9-module standardised checklist with RAG dropdowns and notes fields. One per deal. Tracks: Market, Business Model, Team, Technology, Financial, Legal, Pricing, Risk, References.
📝
External Provider Mandate
Written mandate template for engaging Tier 1/2/3 providers. Covers: objectives, key diligence questions, in-scope/out-of-scope items, deliverables, formats, timelines, interaction protocols, and escalation paths. Required before any provider engagement.
🏛️
IC Memo
Investment Committee submission memo. Produced by DD Core Team. Sections: investment thesis, DD summary per module, key risks and residual risk acceptance, pricing rationale, syndication plan (if applicable), recommendation. Must integrate all DD findings.
🎯
Pricing Analysis Template
Investment Office pricing document. Covers entry valuation, ownership targets, dilution analysis, scenario modelling (base/upside/downside), and assumptions log. Must clearly separate assumptions, factual inputs, and internal judgment. Exclusively owned by Investment Office.
⚠️
Risk Register (DD→IC)
Auto-drafted risk summary from DD module outputs. Each entry includes: module, RAG rating, risk description, probability, mitigation. Pure Brain drafts from module inputs — team reviews and finalises before IC submission.
🔬
Post-Investment Assumption Tracker
Post-investment review template tracking which DD assumptions held vs. failed. Structured by module with expected vs. actual comparison. Auto-drafted by Pure Brain from IC memo assumptions — updated quarterly by team.
0
Structuring
0
Term Sheet Sent
0
Pending IC
0
In Syndication
0
In Closing
0
Completed Qtr
Stage Distribution
Alerts & Action Required
No alerts — all clear
Upcoming IC Sessions
No IC sessions scheduled
Quarter Summary
0
Deals Structured
0
IC Approved
0
IC Rejected
Select Deal
No deals yet — add via + New Deal
📄
Select a deal from the left panel to view term sheet, pricing, and structure details.
Pending IC Review
No deals pending IC review
IC Decisions Log
Closing Tracker
Per-deal closing checklists: IC approval → Term Sheet → Investment Agreement → Disclaimers → Legal → Wire → Portfolio Onboarding
✅
No deals in closing
Deals appear here after IC approval. Closing checklists are generated automatically.
1
Deal Structuring & Term Sheet Drafting
Investment Office designs deal terms — entry valuation, investment amount, ownership stake, instrument (SAFE, convertible, equity), rights, and conditions. Term sheet drafted by Term Sheet Agent, reviewed by GP. No founder communication on terms before GP sign-off.
2
Pricing Desk Analysis
Pricing Desk Agent runs independent entry valuation analysis using benchmarks, comparable transactions, and scenario modelling. Validates Investment Office pricing assumptions. Provides upside/base/downside scenarios. Output feeds IC package — not shared externally.
3
Syndication Planning & Execution
Syndication plan defined in IC submission — LP participation, co-investor allocation, reserve. Syndication Agent manages outreach, disclaimer tracking, and commitment collection. No deviation from IC-approved syndication plan without re-submission. All commitments documented.
4
IC Submission & Decision
IC Package Agent assembles submission: investment thesis, DD summary, deal structure, pricing rationale, syndication plan, residual risks. IC reviews, challenges, and decides. IC approval required before any term sheet issuance or syndication commencement. Final decision documented.
5
Legal Closing & Documentation
Post-IC approval: investment agreement drafted and negotiated. All investor disclaimers collected and verified. Legal review by appointed counsel. Closing Tracker Agent manages checklist: IC approval → TS signed → Investment Agreement → Disclaimers → Legal clear → Wire → Portfolio onboarding.
6
Portfolio Onboarding & Handoff
Wire confirmed. Portfolio Onboarding: company added to portco registry, board rights activated, pillar engagement initiated, reporting cadence established. Closing Tracker marks deal complete. Handoff to Portfolio Management Hub for ongoing monitoring.
📄 Term Sheet
Drafts and tracks term sheets per deal
Drafts term sheets from deal structure inputs. Tracks negotiation rounds and version history. Flags material deviations from IC-approved terms for re-escalation.
💹 Pricing Desk
Entry valuation, scenarios, benchmarks
Runs independent valuation analysis. Comparable transactions, scenario modelling (base/upside/downside), benchmark pricing. Validates Investment Office assumptions. Output to IC package only.
🤝 Syndication
Manages syndication rounds and disclaimers
Executes IC-approved syndication plan. Tracks LP and co-investor outreach, disclaimer collection, commitment status. Alerts on deviations from plan. No independent syndication decisions.
📋 IC Package
Assembles IC submission from all inputs
Assembles IC package from DD findings, deal structure, pricing analysis, and syndication plan. Structures narrative. Ensures all required sections are present before submission. Tracks IC feedback.
✅ Closing Tracker
Manages post-IC closing checklist
Tracks all closing steps from IC approval to portfolio onboarding. Manages checklist: TS signed, investment agreement, disclaimers, legal clear, wire, onboarding. Alerts on blockers and overdue items.
📊 Valuation
Independent valuation benchmarking
External benchmark validation. Comparable company multiples, transaction comps, market-rate analysis. Cannot recommend valuations or lead negotiations. Output: benchmarking context only for Pricing Desk.
📄
Term Sheet Template
Standard MAKR term sheet. Instrument, valuation, investment amount, ownership, rights, conditions, expiry. GP sign-off required before issuance. Negotiation version history tracked automatically.
💹
Pricing Analysis Template
Entry valuation analysis. Comparable transactions, scenario modelling (base/upside/downside), assumptions log. Exclusively owned by Investment Office. Feeds IC package — not shared with founders or co-investors.
🤝
Syndication Tracker
LP and co-investor commitment tracking. Outreach status, disclaimer collection, commitment amounts vs. allocation. Flags over/under-allocation against IC-approved plan. Required before closing.
🏛️
IC Submission Package
Full IC submission template. Investment thesis, deal structure, pricing, syndication plan, DD summary, key risks, recommendation. IC Package Agent auto-assembles from inputs — team finalises and submits to IC.
✅
Closing Checklist
Post-IC closing sequence: IC approval confirmed → TS signed → Investment agreement → Investor disclaimers → Legal clearance → Wire confirmed → Portfolio onboarding. One per deal. Auto-generated by Closing Tracker Agent from IC approval.
📑
Deal Structure Summary (IC Brief)
Auto-drafted one-page deal structure summary for IC. Instrument, valuation, ownership, key terms, pricing rationale summary, syndication plan. Pure Brain drafts from deal inputs — Investment Office reviews before IC submission.
📊
Valuation Benchmark Report
Comparable transactions and market-rate analysis for Pricing Desk validation. Auto-drafted by Pure Brain from comparable data and market inputs. Provides context for Investment Office — does not set pricing or recommend valuations.