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Alfred: AI Agent for Private Equity

The Fold — a private network of private equity founders and investors — needed to replace a WhatsApp-and-email operation with something proprietary, scalable, and intelligent.

The Fold platform interface

Signal in the noise

The Fold had built something real: a private network of private equity founders, investors, and industry operators. The problem was that everything running it lived on WhatsApp, email, and Drive. Deal flow was scattered. Introductions happened when someone remembered to make them. VAs were doing the work that a system should have been doing. The community was valuable but the infrastructure was completely manual — and it was capped by how much human coordination the team could manage. They needed a proprietary space where exclusive deals, member intelligence, and AI-driven matching could all live in one place.

Meet Alfred

The team built Alfred, a custom AI agent serving as the platform's engine rather than a bolt-on feature. Alfred handles three core functions:

Onboarding

Alfred interviews every new member to understand investment thesis, expertise, and deal preferences. No intake form — a real conversation.

Curation

Alfred generates a custom deal stream, group recommendations, and member introductions for every user. No generic feed.

Analysis

Alfred processes 20-page pitch decks in under 60 seconds, drafting structured deal memos and generating cover art.

Key mechanics

  • Smart profiling that learns each member's investment criteria over time
  • PDF to published deal in under 60 seconds
  • Conversational search: "Who knows Fintech in Southeast Asia?"
  • 1-1 chat, group creation, and push notifications to drive network effects

Tech stack

Core
Bubble (logic and database)
AI brain
OpenAI (main agent, subagents, image generation)
Mobile
Natively (iOS and Android)
Notifications
OneSignal

Member engagement rose from 25% to 67% after Alfred replaced WhatsApp as the primary deal flow channel.

"Jams didn't just build a platform; they built a partner. Alfred will reshape member engagement with deal flow."

Neill Etheridge, Co-Founder at The Fold

Everyone is talking about AI. Most businesses do not know where to start.

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