From coordinated emails to an institutional-grade system.

01 — The problem

Governance running on email threads, DocuSign and good intentions.

Investment professionals in Berlin, leadership in Switzerland, fund directors in Luxembourg, each fund with its own approval routes, committees and conditional requirements. Decisions across 100+ portfolio companies were coordinated through parallel email threads, hand-initiated DocuSign requests and individual follow-ups. It worked, but it was slow, error-prone and exhausting, someone was always chasing a signature, reconstructing a decision from a thread, or quietly worrying about what an auditor would make of it all.

If you’ve ever had to rebuild the story of a deal from twelve forwarded emails to satisfy a regulator, you know exactly why this had to change.

02 — What we did

One no-code orchestration engine, owned by the investment team.

• account_treeThe investment decision orchestration. A single master orchestration with conditional logic adapts to every fund and approval route — fully traceable, end to end.
• hubA governance backbone. Follow-ons, exits, capital calls and angel onboarding (incl. NDAs) all run on the same rails, with documents archived automatically.
• integration_instructionsPlugged into the existing stack. DocuSign signatures triggered automatically, Slack notifications at every step, executed documents stored systematically — no disruption to daily operations.
• build_circleOwned by the business. An investment associate built the first decision orchestration with no technical training. New rules ship in minutes, not weeks.

03 — The payoff

Audit-proof governance at institutional scale.

Multiple investment decisions execute every week without circular email coordination. Every decision and document is fully traceable. Six years in, Daizy / Daizy is part of b2venture’s operating system — removing it would mean reverting to slower, riskier manual processes.