From email triage to presentation prep to document analysis — your AI agent handles the operational load so you can focus on strategy.
The problem
Deal flow means hundreds of emails, dozens of documents, and back-to-back meetings — every week. The operational overhead eats into the time you need for actual deal work.
CRM reports, investor updates, and presentation decks all need to be created regularly. Each one requires pulling data from multiple sources and formatting it manually.
You need automation that understands financial workflows — and runs on infrastructure you can trust with sensitive data.
How it works
The agent scans your inbox, categorizes messages by deal relevance, and extracts key information from attached documents — term sheets, reports, and memos.
Send the agent meeting notes or raw data, and it drafts presentation slides, investor updates, or summary documents in your preferred format.
The agent pulls data from your tools and compiles weekly BD reports, pipeline summaries, and status updates — delivered on schedule.
After meetings, forward your notes to the agent. It extracts action items, updates your task list, and drafts follow-up communications.
Integration stack
See it in action
Your agent at work
Deal flow on autopilot
Email triage, meeting prep, and document processing — the agent handles the operational overhead of deal management.
Manage deals from Telegram
Ask for updates, trigger reports, or get briefings — all from the messaging app you use between meetings.
Real use cases
A PE fund manager uses KiloClaw to automate email reading, presentation creation from meeting notes, document analysis for due diligence, and daily digest routines — all through Telegram.
A BD executive at a digital assets firm runs weekly CRM reports, business proposal drafts, and morning inbox scans through KiloClaw — freeing up 10+ hours per week of operational work.
Simple pricing
First month $4 · 7-day free trial · No credit card required
Yes. Each KiloClaw instance runs in isolation — your data is encrypted at rest and in transit, never shared across instances, and never used for model training. This is critical for handling sensitive financial information.
Yes. KiloClaw can read and analyze PDFs, spreadsheets, and documents. It extracts key metrics, summarizes content, and flags items that need your attention.
KiloClaw runs on an isolated managed instance. We recommend a dedicated bot email account for additional security separation. All data handling follows best practices for financial data.
Yes. AI model usage is fully transparent in your KiloClaw dashboard. You control which models are used and can set spending limits.
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