We're building an AI-native investment platform made up of skills and agents that give every Stripes investor an edge at every stage of the deal lifecycle. The vision is validated by best-in-class like Ramp and Stripe: Our central AI team builds and maintains the platform, so every team member across Stripes can solve their own problems with AI they build themselves.
Sprint Complete — Entering Phase 2
Phase 1: Parity and Investment Team ✓
Table-stakes tooling and company intelligence across investment lifecycle — delivered April 1
Skills Done
39
of 56 tracked · Sprint complete
Sprint Progress
100%
Phase 1 Delivered
Now
Phase 2: Expansion to Other Teams
Expanding AI to Finance, IR, Network, and Talent.
Phase 3: Alpha
Scoring, signal detection, and pattern recognition that generate information advantages
Phase 4: Portfolio
Direct AI work with portcos: e.g. demand forecasting, workflow automation, and product enhancement
The Engine Room launched to the investment team: Walked the full team through the first 3 of 9 named agents mapped to the deal lifecycle at Wednesday's Office Hours: Scout (sourcing & signals), Envoy (outreach & relationship mgmt), and Pathfinder (network & warm intros). Detective (IC Contrarian) previewed. Each agent can be invoked via chat, scheduled tasks, or external triggers. Remaining agents covered this week and next.
View The Engine Room → agent complete
Claude adoption becomes a performance competency: Claude adoption is now a formal evaluation starting at mid-year reviews. team
Expert call capture workflow deployed: Granola-based process to capture all expert calls. Transcripts saved to shared Enterprise and Consumer Granola folders for indexing. Solves compliance auto-purge issue. skill/agent pod meeting → ic
Office Hours — investment team deep dives: Monday covered meeting prep setup in Cowork. Wednesday walked through Scout, Envoy, Pathfinder, and previewed Detective. Investment-team-only for the next three sessions to complete full agent walkthrough. team
Finance, IR, Network, and Talent team onboarding: First expansion beyond the investment team. Working directly with each team on skills, agents, and underlying data architecture for their workflows. team
Agent walkthrough continues — Coordinator, Oracle, Council: Monday Office Hours covers the next 3 agents. Wednesday Apr 8 covers final agents plus deep research and diligence workflows. Completing the full 9-agent walkthrough for the investment team. team
Non-technical app builder goes live: Chat-based app creation platform launches firm-wide — works like Lovable but with no database setup, no SSO config, no developer involvement. Any team member can build a dashboard, tracker, or tool through conversation and publish it as a live web app — no code, no IT. Internal app gallery for discovery. infra
Dedicated Mac Minis per team member: Fixing peak-hour scheduled task failures (10am–6pm ET) by giving each investor a dedicated always-on machine. Heavy tasks shift to ~2:30am. Infrastructure expected in 1–2 weeks. infra
IC Contrarian refinement: Scorecard weighting refinement and Granola IC notes as training data both in progress. Previewed at last week's Office Hours. pod meeting → ic
Consumer Dream List + DCS Dream List: Completing Account Monitoring agent coverage for both pods. In progress. skill/agent sourcing
Auto Deal Workspace (Deal Prep): When a company enters deal stage, Claude auto-creates SharePoint folders, Slack channel, first-draft IC memo, and financial model scaffolding. In progress. skill/agent pod meeting → ic
Signal report + pass note personalization: Team members customizing outreach and signal skills for their sub-pod voice. Skill sharing enables this at scale. skill/agent sourcing
Board deck consolidation continuing: SharePoint cleanup for last 2 years of portco materials. Paige leading. portfolio monitoring
Claude platform stability: Ongoing instability through the past two weeks — multiple outages on Mar 31, Apr 2, and Apr 3, each affecting chat and Cowork scheduled tasks. Automated StripesAI status bot now alerts the team in real time. See
status.claude.com.
blocker Scheduled task failures during peak hours: Heavy Cowork tasks failing between 10am–6pm ET. Fix in progress: dedicated Mac Minis per team member running Claude 24/7, shifting heavy tasks to off-peak. Expected 1–2 weeks. blocker
Claude org spend limit: $9,500 in token usage last month against a $15K org cap. Average usage ~$140 per person, with 15 users above and 45 below that number. Personal token limits in place as guardrails. Still working to find sustainable cap as adoption continues to surge.