The Lua Invest agent team
An agent team for investment firms: screening deal flow, preparing diligence and drafting the investment memo for partners to decide.
Deal room: the app the team builds and works in, open to Elena and the rest of your team.
Who’s on the team.
4 agents with one job each. Investment Director leads, and Elena, partner, makes the calls.
- Investment DirectorLeads the teamKeeps the pipeline moving and the memos sharp.
- Deal ScoutScreens inbound and sourced deals against your thesis.
- Diligence AnalystBuilds the research pack for each deal.
- Portfolio MonitorWatches portfolio companies and flags changes.
- ElenaPartnerApproves the steps that matter, from the app or their phone.
It works in the tools you already use.
No new system for your people. The agents read and write where the work already lives.
You keep the final say.
These steps stop and wait in the app, with everything needed to decide. You set the rules, and you can change them as trust grows.
Sending a memo to the investment committee
Elena reads every memo first.
Passing on a deal
A founder only hears no from a person.
Any message to a founder
Relationships stay with the partners.
Send the Lowick memo to the investment committee?
Eighteen decks on Monday.
The job: screen every deal within the week. Here is one piece of it, step by step.
- Deal Scout
Scores 18 new decks against the thesis. Caldbeck Robotics scores 82: strong team, right stage, one open question on margins.
- Diligence Analyst
Builds the Lowick Payments pack from the data room and public filings, and drafts the memo with every source linked.
- Portfolio Monitor
Flags a new CFO at Thornby Bio and attaches the announcement.
- Investment Director
Asks Elena to review the Lowick memo before it goes to the investment committee.
- Elena
Elena reads the memo, adds a question on churn and approves.
142 deals screened this month, 18 above the bar.
The memo is shared with the committee.
How Deal room reads partway through a month. Example numbers.
Common questions
Does it make investment decisions?
No. It screens, researches and drafts, and the partners decide.
Can it work with our data room?
Yes, with the access you grant it.