our methodology

Built on systems.
Driven by intent.

Building the AI infra layer for investing
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We begin by understanding the problem behind the problem, then we architect solutions using the most effective technologies at each stage.
01
Sourcing
We scan global private markets using always-on AI agents that identify opportunities early, based on real-time data signals and pattern recognition. Every signal is filtered through your investment mandate or business context.
What we aim to achieve
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Identify high-potential companies before they enter traditional pipelines
Surface deals that match thesis, stage, and sector alignment
Detect early traction via web, hiring, product, and capital signals
Eliminate noise with auto-relevance scoring
Technology leveraged
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Web & social signal APIs (Crunchbase, LinkedIn, GitHub, Vercel etc)
Vector-based similarity search using LLM embeddings
Custom-trained LLMs with reinforcement learning for domain relevance
Elastic data infrastructure for real-time ingestion and scoring
02
Diligence
Our diligence engine synthesizes publicly available content, structured data, and direct interviews—creating a holistic profile of each company, updated dynamically.
What we aim to achieve
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Automate the first 80% of diligence workflows
Analyze financials, customers, team, product velocity, and regulatory flags
Generate questions and collect structured responses via AI-led interviews
Compare to benchmark data from similar companies
Technology leveraged
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OCR + NLP over pitch decks, PDFs, websites, docs
Custom QA agents powered by OpenAI GPT-4 Turbo for  interviews
Financial data extraction via data parsers (CapIQ, PitchBook, SEC)
Risk classification models trained on historical failure patterns
03
Screening
Every opportunity is scored against customizable investment or strategic criteria, letting you focus on deals that match your preferences—across capital, traction, or sector edge.
What we aim to achieve
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Score companies by fit (sector, geo, round, team background)
Apply firm-specific logic (e.g. preferred revenue model, tech stacks etc)
Maintain a living ranked pipeline—not static spreadsheets
Use portfolio feedback to refine scoring over time
Technology leveraged
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Multi-input scoring models (regression + heuristics)
Memory-backed reinforcement from past declines or investments
Network mapping of data, tools, and decision points
Fine-tuned BERT models for matching investor/GP criteria
04
Matching
Our matching engine identifies the best capital or strategic partner for each company. For investors, it ensures deal flow is precision-aligned. For founders, it means warm access to relevant capital.
What We Deliver
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Identify the best-fit investor or capital partner per company
Rank allocators by historical pattern, vintage, check size, geography
Surface only the most aligned deals to each investor’s inbox
Maintain context across multiple iterations of engagement
Technology leveraged
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Investor preference vectorization (using historical allocation patterns)
Multi-agent memory graphs for LP/GP relationship intelligence
Dynamic CRM tagging systems for allocation appetite
Feedback-loop optimization based on opens, interest, and calls scheduled
Built by a team of founders, bankers & researchers
Our team has worked on building technology platforms, as investment bankers, as founders seeking capital and as limited partners. So we understand the nuiances of the funnel. Some of the firms we previously worked with  
"We cut our analysis time by over 70% using Scion's AI systems. What used to take days now happens in real time—and with greater accuracy."
Dr. Nia Bennett
Director of Molecular Research, Givonni
Bringing the technology together to build a team of digital analysts for you to deploy
Integrated into your workflow
Whether you're running a venture fund, a credit strategy, or a corporate development team, each AI agent plugs directly into your investment stack. Activate sourcing, diligence, or IR workflows independently, or run them as a full-stack system.
Continuously Learning
Each agent improves through reinforcement signals: from what you pass on, what you fund, and how your thesis evolves. Over time, your digital team becomes a sharper extension of your thinking—proactive, contextual, and data-rich.
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