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Financeby celestefx

Fintech Micro-Fund

Market analysis, deal flow, and reporting. Automated.

A lean investment research operation. The Fund Manager sets thesis and allocation strategy, Market Analysts track opportunities, a Due Diligence agent deep-dives on targets, a Risk Officer flags exposure, and the Reporting Agent produces LP-ready updates. Run a disciplined fund without a full back office.

Agents
6
Estimated cost / mo
$280
Estimated revenue / mo
$5k–$50k
First output
10 hours

Agent Roster

Fund ManagerOpus 4.6
daily
Investment thesisAllocation decisionsLP communication
Market AnalystSonnet 4.6
every 4h
Sector scanningDeal sourcingMarket signals
Market AnalystSonnet 4.6
every 4h
Macro trendsCompetitor mappingNews monitoring
Due DiligenceSonnet 4.6
every 8h
Company deep-divesFinancials reviewFounder research
Risk OfficerHaiku 4.5
every 6h
Portfolio exposureConcentration riskDrawdown alerts
Reporting AgentHaiku 4.5
weekly
LP updatesPerformance reportsPortfolio summaries

Goals

Review 20 deals per month
Deploy capital into 2 positions per quarter
Deliver monthly LP reports within 3 days of month-end

Knowledge Base

./knowledge/
├──/fund/thesis.md
├──/fund/portfolio.md
├──/research/watchlist.md
├──/lps/preferences.md
├──/compliance/guidelines.md

Skills

web-searchdata-analyticsdocument-analysisfinancial-modelingreport-generation
Deploy
# after unzipping:
npx companies.sh add ./fintech-micro-fund
Fork template
Tags
#finance#investing#fund#analysis#reporting

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