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
Aug 14, 2026
Deal Sourcing in Private Equity: Process, Strategies & Best Practices
How top PE firms source and evaluate deals: the full sourcing process, deal origination strategies, proprietary vs. intermediated flow, and AI screening.
Knowledge work automation
Aug 14, 2026
Deal Sourcing in Private Equity: Process, Strategies & Best Practices
How top PE firms source and evaluate deals: the full sourcing process, deal origination strategies, proprietary vs. intermediated flow, and AI screening.
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.
News posts
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Changelog Updates
New release
Sep 25, 2026
Reports That Say Where the Data Starts, GPT-6 Luna and Sol, and Bulk Hub File Moves
New release
Sep 25, 2026
Reports That Say Where the Data Starts, GPT-6 Luna and Sol, and Bulk Hub File Moves
New release
Sep 25, 2026
Reports That Say Where the Data Starts, GPT-6 Luna and Sol, and Bulk Hub File Moves
New release
Sep 22, 2026
Spend Attributed to Whoever Triggered It, Active Days, and Named API Keys
New release
Sep 22, 2026
Spend Attributed to Whoever Triggered It, Active Days, and Named API Keys
New release
Sep 22, 2026
Spend Attributed to Whoever Triggered It, Active Days, and Named API Keys
