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2:00pm LP check-in with Meridian Partners
Committed $8M to Fund II. Last distribution went out in March.
Last conversation: Asked how the portfolio is exposed to AI infrastructure, on Jun 3rd 2026.
Worth raising: Two portfolio marks moved since their last update.
Generate Brief
Prepares Saydeah for an LP meeting
3 people worth meeting at tomorrow's SF event
Sarah Chen will be there and knows 2 founders in your pipeline. David Kim, who you worked with at Northstar, is speaking alongside the CEO of Acme.
Reach Out
Finds 3 people Adrianna should meet at an upcoming event
Thursday's investment meeting is ready
Four companies on the agenda. Diligence notes, founder threads, and open questions pulled for each.
Still open: Reference calls for Halden are unscheduled.
Review Agenda
Prepares the team for Thursday's investment meeting
Your healthcare conversation with Richard connects to prior diligence
Last week you discussed healthcare infrastructure. A company Cherryrock passed on has since grown from $2M to $7M ARR and signed two health systems.
Revisit Thesis
Brings a passed company back to Richard's attention after meaningful changes
3 commitments to LPs are still open
You promised Harbor a data room walkthrough on Aug 14th. Two others are past the date you gave.
Follow Up
Follows up on Stacy's outstanding LP commitments
Everything your firm knows. Always up to date.
Underneath the assistant, Shiny keeps your portfolio, LPs, relationships, and firm knowledge current from the work your team already does.
NR
Northwind Robotics
Portfolio · Fund II · Series A · Detroit, MI
ARR · Q2 board deck$4.2M ▲
Net churn · Q2 board deck1.8%
Runway · Jun financials19 mo
Next boardSep 18
Overview
Industrial automation for mid-size manufacturers, based in Detroit. Fund II led the $12M Series A alongside Foundry North. Maya Torres sends monthly updates; the board meets quarterly.
People
Maya Torres · CEOPriya Shah · CFOFoundry North · co-investor
Recent updates
Updated ARR and net churn from Q2_Board_Deck.pdf
New contact from an email signature: Priya Shah, CFO. You accepted.
Flagged enterprise pipeline slippage for Thursday's brief
Documents
Q2_Board_Deck.pdf · Jun financials · synced from Drive
MB
Meridian Bay Capital
Limited partner · Family office · Funds I & II
Committed$5.0M
Funds2
Last touchpoint · derived94 days
Overview
Family office, committed across Funds I and II through MB Holdings II, LLC. Dana Chen is the primary contact. Prefers quarterly calls over email, and wants to hear about industrial deals first.
People
Dana Chen · primary contactMB Holdings II, LLC · entityGabriel Ruiz · tax counsel
Commitments
Fund I · sub docs$2.0M
Fund II · sub docs$3.0M
Recent updates
Logged Tuesday's call with Dana Chen. She asked about Fund II DPI.
Noticed the commitment came through MB Holdings II, LLC. Linked both entities.
Flagged 94 days without a touchpoint
SI
Sam Idris
Founder · Volta Metrics · Prospect
Meetings2
First met2025
Warm path · derivedFoundry North
Overview
Founder and CEO of Volta Metrics, grid analytics, now raising a Series A. First crossed the firm in 2025. One person, every thread: the pass, the notes, the reintroduction, connected.
Meetings
Partner call, pricing concerns · notesMar 2025
Demo day conversation · notesJun 2025
Recent updates
Noticed Volta Metrics opened a Series A. Linked Sam to the live deal.
Surfaced the 2025 seed pass and its logged reason for the new IC memo
Mapped the warm path: Foundry North, your co-investor in Northwind
Connections
Foundry North · warm pathNorthwind Robotics · shared investor
Nobody typed any of this in.
Ask however you already work.
Same knowledge, same answers, in every surface your team uses. Nobody has to become a power user of another system.
Claude
Brief me on Sarah before our LP meeting.
Sarah Lindqvist committed $4M to Fund II. Last conversation, she asked about AI exposure across the portfolio. Two marks moved since her last update, and you owe her the Q2 letter…
From Claude, over a secure connection
SShinyAll workspace data
What changed at Acme since the last board meeting?
They hired a CRO, Priya Shah flagged a pipeline gap in the June update, and burn ticked up 6%…
3 tool calls
In the app, next to the record
Town
Who do we know at Stripe?
Two warm paths. David Kim worked with their payments lead at Northstar, and Sarah Chen took a board seat alongside their CFO…
Your firm's context, wherever you ask
It learns what matters to your firm.
Shiny notices what changed, connects it to what you already know, and shows up with the work.
Something changes
Acme hires a new CRO
Shiny connects it to your firm
GTM was discussed at the last board meeting
Understands why it matters
Sarah Chen knows the new CRO
Gets to work
Context prepared for Thursday's portfolio meeting
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Shiny remembers why you passed, who made the introduction, what an LP cared about, and what happened next. The longer you work with Shiny, the more useful that history becomes.
And all of it belongs to your firm.
DAY 1MONTH 3MONTH 6
Your current tools keep working
Shiny Unicorn's memory of your firm
Everything else can tell you what happened. Shiny remembers what it meant.
THE DIFFERENCE, IN ONE MORNING
EVERY OTHER TOOL
A reminder says a portfolio update is overdue.
What happened. Nothing about what it means, or what to do next.
vs
SHINY UNICORN
Coactive's burn has run ahead of plan for two quarters, the founder's update never arrived, and the check-in is drafted. Want it sent?
No. Shiny keeps itself current from the work your firm already does: email, calendar, meeting notes, and documents. Partners get the context without anyone inheriting a data-entry job.
Do we have to run a migration project first?
No. Connect the tools you already use and Shiny starts working from the information your team already produces. Coming from Affinity, we bring your existing data over from an export.
Can we trust what it tells us?
Shiny answers from your firm's own record and shows where each fact came from, so anyone can check it. When something changes, the record changes with it.
Will it act without our sign-off?
No. Shiny prepares briefs, drafts, and follow-ups; nothing is sent to a founder, LP, or anyone else until you approve it.
We already use Claude. Why do we need Shiny?
Shiny is what makes Claude genuinely useful about your firm. Connect once and Claude answers with your firm's knowledge behind it, without anyone rebuilding context in a chat window.
Who controls what the team can see?
You do. Shiny respects the permissions of the information it learns from, so private emails and notes don't automatically become visible to the rest of the team.