GENERAL-PURPOSE AI IS NOT AN INVESTMENT WORKFLOW
Would you trust it to run your investment process?
Yellowwood gives family offices and lean investment teams a maintained workflow for thesis-based triage, first-pass diligence, deterministic math, and decision memory.
Proof point: In a current benchmark of investment banking and private equity Excel models, the leading model passed only 63% of numerical checks.
Included Today
Workflow Platform
Less time in decks, CIMs, and data rooms.
Expanding Soon
Curated Opportunities
Select opportunities surfaced proactively when fit is strong.
Expanding Soon
Member Collaboration
Collaborate privately with other members on joint opportunities.
Designed for
Angel Investors
Family Offices
Independent Sponsors
Emerging Managers
* Available summer 2026
The platform
Built for capital partners who struggle to identify the right opportunities amid heavy deal flow and who endure long, expensive paths from first look to LOI or term sheet.
01
Share materials
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Review Triage Card
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Receive Deal Memo
Buy vs. Build
The workflow layer for AI-enabled investing
AI tools can analyze documents. Yellowwood turns that capability into a repeatable investment process.
Build internally
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Design and maintain your own workflows
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Manage prompts, logic, and updates over time
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Connect outputs across existing systems
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Own the process as your team evolves
Use Yellowwood
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Purpose-built workflows for direct-deal review
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Continuously evolving investment processes
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Structured Triage Cards and Deal Memos
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Persistent decision memory across opportunities
Investor-controlled outreach
Yellowwood does not act on your behalf without direction.
Company opt-in visibility
Network participation is never automatic.
Built for confidential materials
Supports members' NDAs when they are authorized to share.
Privacy is paramount
Deals are not shared, and data is not sold or used to train public models.
