At a Glance
- Over 70% activation rate, doubling the usage in 4 months
- 5-10 hours saved per investment opportunity
- Adoption of specialized +10 Agents for specific tasks
b2venture is a European investment fund focusing on early opportunities in Long Term Category Winners headquartered in Switzerland.
Drawing from diverse backgrounds in technology and industry, b2venture provides the 158 companies in their current portfolio with distinctive expertise, entrepreneurial wisdom and active mentorship.
As a firm with over €800 million under management and more than 280 companies backed, managing the documentation workload had become increasingly demanding.
TextCortex has grown into a major AI knowledge collaboration platform, now standing proud as one of G2’s top 10 best AI software products of 2025.
b2venture has integrated this technology into their core business processes, using it for tasks such as crafting investment memos, writing and conducting market research on emerging trends and startups.
Optimizing Investment Operations
The Challenge
Investment funds struggle with unique operational hurdles that require both efficiency and depth of analysis. Efficiency builds speed and momentum, a basis to win investment opportunities in a highly competitive market.
Similarly, b2venture faces the constant challenge of evaluating numerous opportunities while maintaining deep market insights.
Furthermore, associates and investment managers in particular were dedicating a substantial portion of their workweek to crafting comprehensive investment memos.
Their team needed to streamline research processes, improve document creation and maintain a centralized knowledge base while ensuring high-quality output across all communications.
When they realized they required a solution that would maintain their analytical rigor while dramatically improving operational efficiency, b2venture recognized the potential for specialized AI agents to transform specific aspects of their workflow.
The Solution: Purpose-Built AI Agents for Investment Tasks
Instead of using a single Agent with multiple capabilities, b2venture’s approach focuses on creating specialized Agents for each distinct task they have to tackle, such as investment memo writing.
Their most useful Agents include a tax-reporting assistant, a founder personality assessment Agent that effectively analyzes call transcripts, a term-sheet generator and a startup advice expert.
Agents support TextCortex users not only in defining the tone of voice of their AI but especially in enhancing the effectiveness of any task execution. They are programmed to excel in their designated functions, their detailed creation process allows users to tailor them for specific applications to ensure that each specific process they tackle will be completed with precision and efficiency.
Furthermore, it is possible to combine users’ preferred knowledge with a background of their choosing. This dual capability allows a fully personalized and contextually appropriate interaction, making AI Agents virtual entities that both reflect precise characteristics and refer to specific sources.
Market research, emerging trend and startup identification, competitive analysis, the process of brainstorming, analyzing and improving pitch decks, represent other distinctive areas where b2venture has deployed specialized AI Agents assistance.
For day-to-day communications, b2venture also leverages TextCortex’s browser extension to enhance email writing and maintain consistent messaging while ensuring communications are clear, professional and aligned with the firm’s voice.
Underlying all these specialized Agents and features is a comprehensive knowledge base that creates connections between disparate information sources that Agents can refer to at all times.
The added value of working with TextCortex is how easy it is to integrate with b2venture’s preferred platforms, such as Notion and Google Drive. Financial models and pitch decks are especially practical to work with after these integrations, thanks to the centralization of different sources and file formats in a single knowledge base.
As a model aggregator, TextCortex allows b2venture to rely on different AI models for specific tasks (Gemini for drafting investment memos, OpenAI or Claude models for blog post writing…), which ultimately enables seamless navigation across a variety of use cases for heavier users such as Associates and Investment Managers.
Results
With TextCortex, b2venture was able to successfully boost AI adoption throughout their organization, achieving over 70% activation rate among team members.
Investment associates and managers were typically spending between 5 to 10 hours per investment opportunity, drafting and refining investment memos each week.
The implementation of TextCortex provided an immediate efficiency gain: what once consumed an entire day, can now be accomplished in a fraction of the time.
Long-Term Value for The Investment Funds Landscape
Before implementing TextCortex, b2venture’s investment team faced common but significant challenges in their daily operations.
By tailoring each AI Agent to a specific function within their workflow, b2venture has created a system that enhances human expertise rather than attempting to replace it.
Dramatically reducing the time spent on tasks that would traditionally require hours means their team can now redirect their expertise toward what truly drives returns: decision-making, risk reduction and gaining competitive advantage as an investment fund.
Their approach to AI implementation can be of great inspiration for other investment funds: the strategy of developing specialized Agents for specific tasks maximizes the value of TextCortex’s platform for investment workflows.
Relying on purpose-built AI features rather than on generic solutions will allow any company to establish a framework that addresses the unique challenges investment fund operations face, while maintaining the crucial analytical capabilities needed for successful decisions.
