General-purpose AI tools can analyze documents and answer questions. They do not run a consistent investment workflow. Yellowwood is the layer that structures the full process. It applies a firm’s thesis, screens inbound materials, produces a Triage Card, identifies gaps, coordinates follow-up with companies, and generates IC-style Deal Memos. The difference is not intelligence. It is repeatability. A single prompt can produce a useful answer. But each result depends on how the question is asked, what context is included, and what the user manually reconstructs each time. Yellowwood ensures the same steps are applied across every deal. That creates consistency, comparability, and a clear decision record.

No. CRMs are built around relationships and tracking activity after a deal is already structured. Yellowwood starts earlier. It begins when a deal arrives as unstructured material like decks and CIMs. It turns that into a structured first decision: pass, monitor, table, internal review, invite into diligence.

Data and sourcing platforms help investors find companies. Yellowwood helps investors decide what to do with the companies already in front of them. The inputs are not standardized datasets. They are real deal materials that are often incomplete, inconsistent, and unstructured. Yellowwood organizes that into a consistent investment workflow.

No. Yellowwood does not make investment decisions. It structures information so investors can apply judgment earlier, with better context, and in a more consistent way across deals.

Passed deals are not discarded. Yellowwood preserves the decision context. Why it did not fit, what was missing, whether it should be monitored, and what would need to change for it to become relevant later. That creates a usable history of decisions over time.

No. Yellowwood is a private workflow system for capital partners. Any company interaction only happens when an investor explicitly invites a company into a workflow. There is no open marketplace and no passive listing layer.

AI is used to structure and interpret unstructured materials, not to replace the workflow. It supports: summarizing decks and CIMs extracting key facts and risks mapping content to a firm’s thesis drafting IC-style Deal Memos The workflow itself is structured and repeatable across every deal.

Yellowwood reduces reliance on ad hoc prompting. Every deal is processed through the same structure: team market competition operations financials gaps and follow-ups This creates consistency across deals and across users. AI is constrained inside that structure and no math is performed using AI.

No. Investors control all company interaction. Companies are only contacted when an investor triggers a workflow step such as an invitation to confirm or expand information.

A Triage Card is the first structured output in Yellowwood, and it is delivered to your inbox. It converts inbound materials into a clear first view of the company against the investor’s thesis. It summarizes what the company does, how it fits, key risks, missing information, and a suggested next step. It is designed to support the first decision, not replace diligence.

Over time, Yellowwood builds a structured record of: deals seen deals passed deals monitored reasoning behind decisions patterns across investments This becomes an institutional memory of how a firm evaluates direct deals.

No. Yellowwood complements existing systems. It sits earlier in the workflow, before CRM systems are typically used, and produces structured outputs that can be stored or passed into downstream tools.

No. Yellowwood structures information provided by source materials and companies. It does not independently verify claims unless supported by inputs or company-confirmed responses.

The advantage is consistency. Every deal is evaluated using the same structure. The same categories. The same decision framework. The same treatment of missing information. That reduces variation in how deals are reviewed across time and across people inside a firm.

Yellowwood is sold as an annual firm or family membership. That membership price is based on the number of team members who need access. Firms designate their users at the outset and can add access as needed.

No. Companies that are seeking growth capital or are preparing for an exit can run Snapshot Reports and participate in investor-led workflows at no cost. That incentivizes management teams to provide useful output without adding friction. Any broader visibility beyond an existing investor workflow is opt-in.

No. Yellowwood is an annual membership, not a transaction-based fee model. There are no success fees, transaction fees, or per-intro fees. When fit exists, Yellowwood may facilitate curated introductions through its opt-in ecosystem as part of membership, but introductions are not guaranteed.

Yes. White-labeling is available for firms or families who want a branded company-facing experience. It is scoped separately as a small, custom project in addition to annual membership fees.

No. Onboarding takes 45 minutes to 1 hour.