Unlock your team's potential.

We help investment firms automate operations and focus on what matters — with AI, automation, and insight.

Limited retainer slots available each quarter
Business professionals collaborating over data dashboards in a modern office

What We Do

Four core services designed to transform your operations from reactive to proactive

Start Here

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

Free consultation • No commitment required • Limited to 2–3 clients monthly

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

Perfect for firms ready to understand their optimization potential

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

Ideal for teams ready to deploy automated workflows

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

Best for firms committed to long-term operational excellence

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

30–45 min consult to identify fit and next steps. Free of charge.
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Audit & Analysis

In-depth workflow mapping & efficiency assessment.
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Automation Design

Custom solution architecture tailored to your needs
2

Implementation

Seamless system integration with minimal disruption
3

Optimization

Continuous improvement and performance monitoring
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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."
Saxon Baum
Partner
Florida Funders

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.

Limited Availability

We maintain a focused client roster to ensure exceptional service quality.

Send Us a Message