For founders running their own sale or raise
You run the process. The paperwork moves itself.
Your assistant drafts replies, books meetings, chases documents, and files everything in the data room. Routine messages go out from templates you approved. The rest waits for you.
Administrative only. Not a broker, broker-dealer, investment banker, or investment adviser.
This week in a sample process
- 3 replies drafted for your review
- Diligence call booked for Tue 2pm
- NDA reminder sent to 2 contacts
- 4 files filed in the data room
- Weekly summary ready
How it works
You set up the process — contacts, timeline, documents, and templates. You decide what needs your approval.
The assistant handles the admin — inbox triage, drafts, scheduling, reminders, document requests, tracking, filing, and the weekly summary.
You approve what matters. Every action is logged, and you can pause the assistant at any time.
Inbox arrives
New mail from people already in your process is triaged into reply, schedule, or file.
Draft appears
Replies are drafted from templates you approved and queued for your review.
You approve
First contact, anything with numbers or terms, and document sharing wait for your sign-off.
Sent and filed
Routine messages go out from your templates. Every action is logged and filed in the data room.
Approved by you
What it handles
Inbox triage
Incoming mail is sorted into reply, schedule, or file, so nothing is missed.
Reply drafts
Replies are drafted from your approved templates, ready for your review.
Scheduling
Meeting times are proposed, invites are sent, and attendance is confirmed.
Reminders and follow-ups
Polite nudges go out on your schedule to people already in the process.
Document requests
Missing items are requested and chased until they arrive.
Task and deadline tracking
Every admin task and deadline lives in one list, with reminders.
Data room filing
Files are named, foldered, and checked against what is still missing.
Weekly status summary
A short summary of what moved and what is next, ready each week.
Chat-first.
Talk to your assistant and approve what goes out. Reminders surface on their own, document requests get chased, and meetings land on the calendar through your booking link.
Nothing goes out that you haven’t approved — either up front, in a template, or one message at a time.
- AssistantReminder: the diligence call with Dana is tomorrow at 2pm. The agenda draft is ready in your review queue.
- YouApproved — send the agenda.
- AssistantSent. Two documents are still outstanding on the data-room checklist. Shall I follow up with Lee about the signed NDA?
- YouYes, follow up.
- AssistantDone — the NDA follow-up is sent, and I shared your booking link so Dana can pick a time next week.
Illustrative example — a sample exchange, not real correspondence.
Approvals
You decide what the assistant may send on its own. Every action is logged, and you can pause the assistant at any time.
Sent automatically
Acknowledgements, scheduling, reminders, follow-ups, and document requests. Only from templates you have approved, and only to people already in the process.
Waits for you
First contact with someone new, anything with numbers, prices, or terms, and sharing documents.
Never done
Advice, valuations, buyer or investor matching or solicitation, and negotiation.
What we don’t do
Front Street Partners is administrative only. We are not a broker, broker-dealer, investment banker, or investment adviser, and we do not run your process for you.
- No advice, opinions, or recommendations about any process or decision
- No valuations, ranges, multiples, or pricing views
- No investor or buyer solicitation, matching, scoring, or introductions
- No negotiation on your behalf
- No handling of securities or funds
- No success fees or transaction-based compensation
For legal, tax, and financial decisions, work with your own licensed counsel and advisers. See the Terms and Conditionsfor the full disclaimer.
Tell us about the process you’re running.
We’ll set up your workspace — contacts, timeline, documents, and templates — and your assistant will take it from there.