The documents never stop coming
SAFEs, convertible notes, equity agreements, and investment proposals arrive on a rolling basis. Manual review was creating real delays in a process where speed genuinely matters.
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FJ Labs
AI-Powered Investment Document Intelligence
ProjectOverview
FJ Labs runs one of the most active deal pipelines in venture capital — a constant flow of investment proposals, SAFEs, convertible notes, and equity agreements arriving every day, each needing to be read, understood, extracted, and moved through an approval process before the team can act.
We built a platform to remove that bottleneck entirely. The moment a document arrives in the team’s inbox, it is captured automatically, read by AI, and moved into a structured workflow without anyone needing to touch it. Every key term is extracted, every stakeholder is notified at the right moment, and every decision is tracked in one central place.
TheChallenge
The challenge was not just volume — it was building something accurate and trustworthy enough that a world-class investment team would actually rely on it.
Approvals needed to move on their own
After extraction, each document had to flow through a defined multi-stakeholder approval process, with the right people notified at the right time and a clear record of every decision.
Legal documents are not simple forms
Investment documents contain complex legal and financial language, variable structures, and critical terms buried in dense paragraphs. The AI needed to extract the right information accurately, not approximately.
Everyone needed to see the same picture
With multiple reviewers, admins, and stakeholders involved, the team needed a single source of truth for every document’s status, comments, and decisions in real time.
The Solution
Intelligent capture, accurate AI extraction, and an approval workflow that runs itself.
We built the platform around three things that had to work perfectly together: intelligent document capture, accurate AI extraction, and a self-running approval workflow. Documents come in through Microsoft Outlook, and a direct integration means nothing gets missed.
The moment a document is captured, the AI layer goes to work, reading through the content and pulling out structured investment data — key terms, instrument type, company details, and financial conditions — consistently and accurately, every time.
From there, the approval workflow takes over automatically. Stakeholders are notified by email at each stage, sign-offs are collected, and the document moves forward without anyone having to chase it. A centralised dashboard keeps the whole picture visible, with role-based access so reviewers, admins, and super-admins each see exactly what they need.
KeyFeatures
A platform that turns paperwork into a workflow that runs on its own, from inbox to decision.
01
Microsoft Outlook
Microsoft Outlook
integration
Documents arrive from email and are captured automatically through a direct Outlook integration, with zero manual upload or filing required.
02
AI-driven term
AI-driven term
extraction
The AI layer reads complex legal and financial documents and extracts structured investment data accurately and consistently.
03
Automated approval
Automated approval
workflows
Documents move through a defined multi-step approval process automatically, with email notifications and sign-off collected at every stage.
04
Centralised deal
Centralised deal
dashboard
A real-time web portal gives the investment team a complete view of every document in the pipeline, including status, comments, and decisions.
TechStack
An integration-first stack that connects the inbox directly to an AI-driven approval pipeline.
Microsoft Outlook
AI / LLM Extraction
Workflow Automation
Role-Based Access
Business Impact
From bottleneck to a single source of truth.
The time from document receipt to investment decision shortened significantly. Manual data entry disappeared, and the team gained something they didn’t have before: a single, always-current view of every deal in the pipeline, with every decision and comment in one place.
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