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-# Ten31 Agentic System — AGENTS.md
+# Ten31 Venture CRM + Agentic System — AGENTS.md
 
-In-house AI-agent system over a self-hosted Start9 CRM (SQLite) for a bitcoin/energy/AI investment fund: widen the fundraising funnel, sharpen the thesis, automate outreach. Frontier reasoning runs on Claude (Agent SDK/API); privacy-sensitive and bulk work runs on local DGX Spark models via the **Spark Control** gateway. **Phase 0/1 — no live outward-facing agents; agents draft, humans send.**
+**The foundation is a self-hosted venture-fund CRM** — a purpose-built fundraising tool that replaced Airtable to (1) keep sensitive LP/prospect data off third-party servers, (2) drop subscription cost, and (3) fit the fund's workflow: managing ~150 existing LPs, tracking 250+ prospects, and running the capital-raise pipeline. Core CRM domain: contacts (investor/prospect/advisor), organizations, opportunities (the deal pipeline), communications, and LP profiles. The fund (Ten31, ~$200M AUM, bitcoin/energy/AI thesis) runs it on a Start9 box, accessed on the LAN or over Tailscale by a team of ~5. Schema/API tour: `docs/crm-overview.md`.
+
+**The agentic system is new functionality built on top of that CRM** — an in-house AI layer to widen the fundraising funnel, sharpen the thesis, and automate outreach drafting. Frontier reasoning runs on Claude (Agent SDK/API); privacy-sensitive and bulk work runs on local DGX Spark models via the **Spark Control** gateway. **Phase 0/1 — no live outward-facing agents; agents draft, humans send.**
 
 ## Stack (versions that matter)