A Top Venture Firm Cut Knowledge Retrieval to Seconds

One of the world's most active venture capital firms runs on institutional context: who the team has met, what was learned, and how it connects across a global portfolio. That context lived scattered across call recordings, memos, meeting notes, and CRM records. Reconstructing it for a single decision could take weeks of asking around, and a missed connection between two memos can change an investment outcome. The firm wanted that memory to be queryable by the people making decisions.

Lazer first built an AI-powered internal platform that cross-references the firm's notes against company and person data. On the strength of that delivery, the firm engaged Lazer to build a second, more ambitious system: an AI knowledge platform that ingests call recordings, memos, notes, and CRM data, then synthesizes them into a queryable knowledge base for the entire investment team, with automated relationship mapping across the portfolio.

The build moved from kickoff to production in months, including a mobile dashboard delivered as a PWA at the client's request. The hardest architecture decision involved calendar and meeting data: rather than pulling calendars directly and risking exposure of sensitive entries, Lazer designed an OAuth consent flow so each user explicitly grants access. The engagement closed with Lazer training the firm's own engineers to fully own the codebase, and the platforms are now being trialed by the firm's CEO and management team with expansion underway into portfolio companies.

Lazer began with a narrower engagement, building an AI platform that cross-referenced the firm's notes against company and person data. That delivery earned a larger mandate: a full knowledge platform spanning the investment team's institutional memory. Lazer designed the system to ingest four data sources: call recordings, memos, meeting notes, and CRM records, capturing meetings through Recall.ai and synthesizing the material with OpenAI models into a single queryable knowledge base. The hardest decision concerned calendar and meeting data, among the most sensitive information a venture firm holds. Rather than pulling calendars directly and risking exposure of confidential entries, Lazer built an OAuth consent flow so each user explicitly grants access, paired with role-based access controls. The team moved from kickoff to production in months on a React and Next.js stack deployed to Vercel across AWS and GCP, with Clerk handling authentication and a mobile dashboard shipped as a PWA at the client's request. Lazer closed the engagement by training the firm's own engineers to own the codebase, leaving the platforms in active internal trials.

Investment firms, professional services partnerships, and other organizations whose competitive edge is institutional memory trapped in meetings, documents, and CRM silos.