Meet David

David is a Principal at an early-stage venture fund specializing in vertical SaaS and AI infrastructure investments. He sources and leads Seed and Series A deals, with a track record of identifying category-defining companies before they hit exponential growth.

The Problem

After back-to-back pitch meetings, David faced a time crunch to build comprehensive investment memos. He needed to quickly synthesize market research, competitive analysis, and customer insights into a compelling investment thesis, but relevant information was scattered across research reports, competitor websites, and startup materials sent via DocSend.

"I'd leave a great founder meeting energized about the opportunity, then spend the next week frantically pulling together research to justify my excitement. By the time I finished the memo, I'd lost some of that initial momentumconviction because I was so buried in the mechanics of information gathering."

With Liminary as a Partner

David now relies on Liminary to keep track of all of the pertinent information he gathersreads and hears in pitch meetings that are required for making an investment decision. As he articulates his initial investment thesis, Liminary surfaces relevant market research from his past analyses, identifies similar business models he's evaluated, and pulls in relevant competitive intelligence. When he mentions a market dynamic, Liminary connects it to supporting data from industry reports he's previously reviewed.

The Transformation

David's investment memo process evolved from frantic research assembly to thoughtful thesis refinement. Liminary helps him test his initial convictions against data, strengthen weak arguments with evidence, and identify unique angles that differentiate his investment case. His memos now tell a more compelling story because he spends time crafting the narrative rather than hunting for supporting facts.

Success

Today, David delivers high-conviction investment memos to his team in half the time. His memos are known for their unique insights and strong market perspectives, powered by Liminary's ability to surface connections that other firms may miss.