The portfolio
you wished you
had time to run.
Founder learnings circulating. Vendor intel vetted. Intros happening. Without you in every Slack DM.
What you told us
Three pain points.
One root cause.
"How do I leverage the portfolio for extra value, downstream to the companies?"
— from our meeting
"HQ rolled out a bad platform. Eventbrite → Luma → WhatsApp hit max."
— from our meeting
"We built a portal — no interactions inside. Hard to keep alumni after they graduate."
— from our meeting
All three are distributed founder communities that lose momentum after the program / event ends. Email lists, WhatsApp max-outs, graduation drop-off — the same problem in three forms.
Sequenced by activation likelihood
One root pain.
Three use cases.
We open use case 1 first because it's the smallest, highest-trust cohort. UC2 + UC3 unlock as UC1 hits its activation gate.
Portfolio Knowledge Hub
Lead with this — your portfolio's collective brain
A private portfolio space where every founder can ask one question — "latest cold-email playbook in SEA?" — and get a real answer pulled from what other portfolio founders actually shipped this month.
AI Salon Bangkok
Continuity beyond the WhatsApp cap
QR scan at the door installs the app and joins the salon's space. The agent loads attendee bios + speaker context. Conversations and intros that started at the salon keep going post-event without spilling into a 4,000-person chat that got muted.
FI Thailand alumni
What you already proved works
Spaces install at graduation auto-joins each alum into the cohort space. The agent surfaces fresh intros, hiring digests, and "who's solved this before" answers — for as long as you want the cohort to stay a cohort.
Portfolio Knowledge Hub.
A private space your portfolio actually opens, because the agent does the work of circulating what they need to know.
Portfolio pulse with five default channels
Agent that remembers context across all portfolio threads
Brain Dump captures learnings the moment they happen
Voice agent for hands-free founder Q&A
Aisha at Kimaru AI just shipped a cold-email sequence that's hitting 14% reply. She's open to walking through it. Want me to intro?
Anyone vetted a fractional CFO in KL last 6 months?
Two recommendations from your portfolio in the last 90 days — both used by founders at BetterClinic and Vase. One reply happened in #Service Providers thread, summarized.
A look at the portfolio space · agent surfacing intros + answering asks
AI Salon Bangkok.
Luma stays for registration. Zunou becomes the continuity layer that survives past the WhatsApp group cap.
QR scan at the door
Standard event check-in. Same scanner you'd use for Luma.
Nova installs · auto-joined
PWA for Android, App Store for iOS. Pre-loaded into the AI Salon Bangkok space.
Agent loads attendee + speaker context
"You're sitting next to a founder building in fintech infra — three of your portfolio companies just talked about that on Wednesday."
Conversation continues post-event
The intro you'd have lost to a WhatsApp scroll-by lives in a thread you can return to.
people in the WhatsApp that hit the cap.
Most of them muted it months ago. The signal you lose is the cost. Zunou doesn't replace the salon — it gives the salon a memory.
things Luma can't do.
- Keep the conversation alive after the event
- Surface who's in the room, intelligently
- Remember who you met and why it mattered
FI Thailand alumni.
You already proved the auto-join-app pattern works in the Thailand cohort. We just give it a memory.
What's there today
- ×A portal nobody opens
- ×An email list that decays in 30 days
- ×Cohorts that go silent post-graduation
What we replace it with
- Spaces install at the graduation event — same auto-join pattern that already worked in the Thailand cohort
- Agent surfaces fresh intros, hiring digests, and "who's solved this" answers — for as long as you want the cohort to stay a cohort
- Service-provider rotations from your portfolio knowledge hub feed into alumni for free
What we'll send you at day 14
What success
looks like.
Not a vanity metric. The activation contract that decides whether we open use case 2.
actions in the first 14 days
Each founder triggers Brain Dump, Relay, agent question, Voice ask, or post.
magic moment
An intro, playbook, or vendor rec the agent surfaces unprompted — that the founder couldn't have gotten elsewhere.
return visits
Habit forms. Three sessions in 14 days predicts week-4 retention in B2B SaaS.
If 60% of your portfolio founders hit this in 14 days, we open AI Salon Bangkok. If they don't, we figure out what's missing — together — before opening anything else. The bar is set; the activation isn't a hope.
What we're asking from you
Three small things.
No sales call.
Curate the first 5
You pick the founders who'd most benefit from a portfolio knowledge layer. We hand-onboard each one alongside you.
30 minutes for setup
Marco + Malek walk you through the portfolio pulse template + agent prompts. We pre-build channels (Intros · Playbooks · Service Providers · Asks · Wins).
14 days to read the signal
We send you the activation numbers at day 7 and day 14. If 60% of your founders hit the magic-moment, we open use case 2 (AI Salon).
One pulse. Five founders. Fourteen days. You read the signal with us.
Built for Indelible · Marco Avila + Malek · Zunou AI