From 1959c22e1945f273d84a8fe0293f9994611658c7 Mon Sep 17 00:00:00 2001 From: Keysat Date: Fri, 12 Jun 2026 17:02:48 -0500 Subject: [PATCH] =?UTF-8?q?docs:=20reframe=20AGENTS.md=20=E2=80=94=20ventu?= =?UTF-8?q?re=20CRM=20foundation=20+=20agentic=20layer=20on=20top?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- AGENTS.md | 6 ++++-- 1 file changed, 4 insertions(+), 2 deletions(-) diff --git a/AGENTS.md b/AGENTS.md index 73543f2..a2cb0cc 100644 --- a/AGENTS.md +++ b/AGENTS.md @@ -1,6 +1,8 @@ -# 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)