Cendana Capital
Operations Platform
AI agent modules that work alongside the Cendana team to automate fund operations.
Salesforce
Calendar
Gmail
Alex
SOI Extractor
Processes Schedule of Investments PDFs, extracts portfolio holdings, and syncs data to Salesforce across all fund admins.
Salesforce Google Drive Claude AI
Blake
Calendar & Gmail Agent
Tracks every external participant from Google Calendar meetings and Gmail emails, ensuring they're all recorded as Contacts in Salesforce.
Salesforce Google Calendar Gmail PDL
Sara
Pre-Meeting Research
8 hours before every external meeting, Sara researches each attendee and posts a briefing to Slack — background, role, company news, and suggested talking points.
Google Calendar Salesforce Claude AI
Morgan
Post-Meeting Logging
After a call, select it from the Granola notes list and Morgan logs it to Salesforce — AI summary as the interaction notes, every attendee tagged under their account.
Salesforce Granola
Jack
Portfolio Classifier
Classifies all portfolio companies in Salesforce with sector, industry, and business model fields using Claude. Run on demand.
Salesforce Claude AI Web Search