Deal sourcing runs on relationships, a CRM, and a lot of memory, so a warm target cools while everyone assumes someone else is on it. Go Fig builds and runs a Sales Administrative Assistant on your sourcing pipeline: it flags the targets gone quiet, watches for signals worth a call, and writes management-meeting notes back to the record, then runs the same discipline across every portfolio company. Nothing sends until you approve it, until you decide it can.
Go Fig builds and runs a Sales Administrative Assistant on a private equity firm's proprietary deal pipeline: it audits sourcing relationships for missing follow-up, watches targets for funding and hiring signals, drafts outreach, and writes management-meeting notes back to the CRM, then deploys the same discipline into each portfolio company's sales system. Every action is approval-gated until you graduate what you trust. Because the engagement captures the data into infrastructure you own, the same layer then powers standardized portfolio consolidation. Your data stays in your environment and never trains an outside AI model.
Built on the systems private equity teams already run
Go Fig captures these into infrastructure you own, then builds and runs agents on top. Nothing your team has to configure.
Every night it finds the targets with no next step and the relationships gone cold. It posts the list to the deal team and, once you approve the rule, updates the record itself. Proprietary relationships stop cooling because they slipped one partner's mind.
The management or intro-call recording lands, and it pulls out the thesis, the diligence questions, and the next step, writes them to the CRM, and drafts the follow-up. The deal team stops paying the admin tax, and the notes actually get written.
A funding round, an exec hire, or a product launch at a target account. It catches the signal, drafts the outreach with the hook already in it, and alerts the partner within the hour. The window on a signal is days, and it closes whether or not anyone was watching.
Deploy the assistant into each portfolio company's sales system, so the pipeline is honest and the follow-up moves everywhere you own, not just at the fund.
Every action the assistant takes is either autonomous or approval-gated, and you set that per agent and per action. Most teams start with everything in approval mode: the assistant drafts, a person clicks send, and you graduate the actions you trust once you have watched them for a few weeks. Approvals land in Slack or email, where your team already works, and every one is logged.
Every acquisition used to add a week of manual consolidation. Go Fig standardizes each portfolio company into the same package, refreshed daily, and I can drill any number in the roll-up back to the entity behind it.
Fractional CFO, Brookmoor Capital Your data stays in your environment, is never handed to a public chatbot, and is never used to train an outside model. Every read, action, and approval an agent takes is logged, so you can always answer why it did what it did. That is the first question your revenue leader asks, and the first question your auditor asks.
How the Sales Administrative Assistant works for private equity teams.
It is a set of agents we build and run on your sales system. Each one has skills (what it knows how to do), triggers (when it wakes up, either a schedule or a change in your data), and actions (what it does, either on its own or queued for your approval). It is not a chatbot your team has to remember to open. It runs whether or not anyone is watching.
Only if you tell it to. Every action is either autonomous or approval-gated, and you set that per agent and per action. Most teams start with everything in approval mode: the assistant drafts, a person clicks send, and you graduate the actions you trust once you have watched them for a few weeks. Approvals land in Slack or email, where your team already works.
No. Go Fig captures the data out of your sourcing CRM and whatever each portfolio company runs (QuickBooks, NetSuite, Xero, Sage Intacct) into infrastructure you own, then builds and runs agents on top. You keep the systems you already run. The agents do the work between them that nobody on your team has time for, and everything they do writes back to those systems.
It starts on your proprietary deal pipeline, where cooling relationships cost real deals, then extends into each portfolio company's sales system. Once the data is captured into infrastructure you own, the same layer powers a standardized portfolio roll-up, refreshed daily and traceable to the entity.
Your data stays in your environment, is never handed to a public chatbot, and never trains an outside model. Every read, action, and approval an agent takes is logged, so you can always answer why it did what it did. That trail is the first thing your revenue leader asks for, and the first thing an auditor asks for.
Free, and senior-led. An advisor maps your sales system with you: where the data lives, where work piles up, and which agents would take it off your team first. No generic demo.
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