Unlock your team's potential.
We help investment firms automate operations and focus on what matters — with AI, automation, and insight.

What We Do
Four core services designed to transform your operations from reactive to proactive
Free Discovery Call
Explore your automation potential with zero commitment
We'll spend 30–45 minutes understanding your firm's workflows and automation goals. You'll walk away with expert insights on where we can add the most value to your operations.
What's Included
- Learn about your current systems and pain points
- Identify high-impact automation opportunities
- Clarify your team's goals and success metrics
- Receive actionable next steps if there's alignment
Operations Audit
Diagnose inefficiencies and build your optimization roadmap
We conduct a comprehensive analysis of your operations to uncover hidden inefficiencies. You'll receive a clear, prioritized plan for maximizing your team's productivity.
What's Included
- Map your current workflows and identify bottlenecks
- Calculate ROI potential for key automation opportunities
- Prioritize improvements based on impact and effort
- Receive a detailed implementation roadmap
Implementation
Deploy custom automation solutions that actually work
From concept to deployment, we handle the technical complexity while you focus on your investments. Our solutions are built to scale with your firm's growth.
What's Included
- Design and build tailored automation workflows
- Integrate seamlessly with your existing systems
- Train your team and ensure smooth adoption
- Provide ongoing monitoring and performance tracking
Ongoing Retainer
Strategic partnership for continuous operational excellence
Think of us as your dedicated operations team. We provide ongoing guidance, optimization, and support to ensure your automation investments continue delivering value.
What's Included
- Monthly strategy sessions to optimize performance
- Proactive system maintenance and improvements
- Priority support when you need it most
- Quarterly reviews and scaling recommendations
Not sure where to start?
Most clients begin with a free discovery call to explore fit and identify high-leverage automation opportunities.
Our Proven Process
From initial consultation to ongoing optimization, we follow a systematic approach to transformation
Discovery Call
Audit & Analysis
Automation Design
Implementation
Optimization
How We Help Firms Like Yours
These are just a few examples of what's possible. Every solution is tailored to your firm's unique needs.
Streamlined Deal Flow
Automate intake, tagging, and CRM entry for inbound deals so your team can focus on evaluation.
Benefit: Save hours per week, eliminate data errors, and accelerate decisions.
Investment Committee Prep
Auto-generate IC memos and data packs directly from your CRM and founder materials.
Benefit: Be meeting-ready without the scramble. More time for strategic thinking.
Automated LP Reporting
Dashboards and templates that generate LP-ready reports in minutes, not days.
Benefit: Impress LPs while freeing your team for more value-added work.
Proactive Portfolio Monitoring
Real-time dashboards with key metrics and risk alerts.
Benefit: Catch risks early and protect firm performance.
Other ways we can help
Tap to explore more automation opportunities
Not sure what you need? Start here.
Why Parker & Taylor
The strategic partner investment firms choose for operational excellence and measurable results.
Our Commitment
We're not just consultants. We're partners invested in your long-term success. Every engagement is designed to deliver lasting value and sustainable operational improvements.
Deep Domain Expertise
We understand the unique operational challenges of VC, PE, and family offices — and speak your language.
Strategy and Execution
We don't just advise. We deliver measurable results with seamless implementation.
Cost-Effective Impact
Senior-level expertise at a fraction of the cost of in-house staff or overpriced software.
Trusted Partnership
We become an extension of your team, providing ongoing guidance and support as you grow.
Proven Results
Already trusted by firms managing hundreds of millions, saving teams hours each week.
What Our Clients Say
Don't just take our word for it. Hear from the investment leaders we've helped transform their operations.
"Ben was incredibly timely, responsive, and detail-oriented, making the process smooth and efficient. His automation enhanced our workflows and is saving our deal team over 5 hours per week. He translated our vision into practical solutions with clear communication and technical expertise. We'd gladly work with him again."
Frequently Asked Questions
Don't see your question here? Book a call or fill out the contact form. We'd be happy to help.
Ready to Transform Your Operations?
Let's discuss how we can help you build smarter systems and unlock your team's potential.
Ready to Get Started?
Book a free discovery call to discuss your specific needs and see how we can help transform your operations.
We maintain a focused client roster to ensure exceptional service quality.