Bio
Imogen is an experienced content writer and marketer, specializing in B2B SaaS. She particularly enjoys writing about the impact of technology on sectors like law, finance, and insurance.
Articles
Knowledge work automation
Apr 13, 2026
Portfolio Reconciliation: A Complete Guide for PE Firms
Portfolio reconciliation for PE and hedge fund firms: what it covers, where the process breaks down at scale, and how AI agents automate the document layer.
Knowledge work automation
Apr 13, 2026
Portfolio Reconciliation: A Complete Guide for PE Firms
Portfolio reconciliation for PE and hedge fund firms: what it covers, where the process breaks down at scale, and how AI agents automate the document layer.
Knowledge work automation
Apr 10, 2026
Portfolio Performance Reporting for PE Firms: Key Metrics and How to Automate It
How PE firms track portfolio performance reporting; key metrics, benchmarking, and AI automation for fund managers.
Knowledge work automation
Apr 10, 2026
Portfolio Performance Reporting for PE Firms: Key Metrics and How to Automate It
How PE firms track portfolio performance reporting; key metrics, benchmarking, and AI automation for fund managers.
Document processing
Mar 30, 2026
The Complete Guide to Term Sheet Review
A practical guide to term sheet review for PE/VC associates, investment bankers, and M&A advisors. Covers key clauses, deal type differences, where manual review breaks down, and how agentic AI is compressing timelines.
Document processing
Mar 30, 2026
The Complete Guide to Term Sheet Review
A practical guide to term sheet review for PE/VC associates, investment bankers, and M&A advisors. Covers key clauses, deal type differences, where manual review breaks down, and how agentic AI is compressing timelines.
AI implementation
Mar 22, 2026
Tear Sheet Generation: Automating Investment Summaries
How private equity and venture capital teams are using document AI to generate investment summaries directly from CIMs, data rooms, and financial models (and what it means for deal speed.)
AI implementation
Mar 22, 2026
Tear Sheet Generation: Automating Investment Summaries
How private equity and venture capital teams are using document AI to generate investment summaries directly from CIMs, data rooms, and financial models (and what it means for deal speed.)
News posts
Changelog Updates
Feature improvement
May 13, 2026
Chat with Your Knowledge Hubs
Feature improvement
May 13, 2026
Chat with Your Knowledge Hubs
Feature improvement
May 13, 2026
Chat with Your Knowledge Hubs
Feature improvement
May 12, 2026
Updated Granular Usage Reports
Feature improvement
May 12, 2026
Updated Granular Usage Reports
Feature improvement
May 12, 2026
