AI automation for
relationship-driven firms
We build systems that monitor your market, surface opportunities, and keep relationships warm — without adding headcount or changing how you work.
KARIN GARCIA
Founder, Arcumen Studio
My professional career started in FinTech, where I had the opportunity to work with hundreds of small and medium credit institutions in Europe. Then, I spent some years helping founders bring their products from 0 to 1. All this time, I kept seeing the same pattern:
Brilliant people spending their days on work that drains them. Work that falls between the cracks, is invisible and — I like calling it — ungrateful:
- Follow-ups that fall through.
- Knowledge that disappears or arrives too late.
- Relationships that never die but quietly fade.
So I started building automations that fit how relationship-driven firms work: systems that run quietly in the background, surfacing what matters and handling what doesn't. Allowing the human to own and nurture the relationships.
Arcumen Studio works with boutique PE funds, family offices, strategy consultants, and investment banks — firms where trust, discretion, and personal judgment matter. Our automation augments your team's work. It doesn't replace it.
What we've built
Every automation below started as a real problem at a real firm. We've built these systems before — now we adapt them to fit your workflow, your tools, and your team.
Revenue Ops Prospect Research Agent
Turns a LinkedIn profile and company page into a structured research brief — with context, triggers, and angles for outreach. Available in single-prospect or batch mode.
Prospect Research Agent
Turns a LinkedIn profile and company page into a structured research brief — with context, triggers, and angles for outreach. Available in single-prospect or batch mode.
The problem
Researching prospects manually takes 20-30 minutes per person. Most of that time is spent hunting for the right information and figuring out what's relevant.
The solution
Feed in a prospect's LinkedIn and company URL. The agent pulls together their role, company context, recent activity, and potential talking points — structured and ready to use.
The output
A research summary document with everything you need to write a relevant, personalized message.
Revenue Ops Outreach Ghost Writer
Takes research context and generates multiple personalized outreach variations — ready to review, adjust, and send.
Outreach Ghost Writer
Takes research context and generates multiple personalized outreach variations — ready to review, adjust, and send.
The problem
Writing cold outreach from scratch is slow. Doing it well — with real personalization — takes even longer.
The solution
Feed in the research output from the Prospect Research Agent plus your voice and brand context. The agent drafts 3-4 message variations, each with a different angle.
The output
LinkedIn DM or email drafts tailored to the prospect's specific situation. You pick the angle, make adjustments, and send.
Revenue Ops Landing Page Generator
Deploys a branded landing page from copy and context — live on Netlify, ready for your domain.
Landing Page Generator
Deploys a branded landing page from copy and context — live on Netlify, ready for your domain.
The problem
Getting a simple landing page live means dealing with designers, developers, or wrestling with website builders.
The solution
Provide your copy, brand context, and any assets. The tool generates and deploys a complete landing page.
The output
A live, functional landing page. Just connect your domain.
Revenue Ops Intelligence ⭐ Portfolio Pulse
Daily monitoring of news triggers across a watchlist of companies — funding rounds, M&A, leadership changes, regulatory news.
See featured section below
⭐ Portfolio Pulse
Daily monitoring of news triggers across a watchlist of companies — funding rounds, M&A, leadership changes, regulatory news.
See featured section below Document Automation Legal Contract Formatter
Applies house styles to bilingual legal documents automatically — fixing fonts, spacing, numbering, and placeholder formatting.
Legal Contract Formatter
Applies house styles to bilingual legal documents automatically — fixing fonts, spacing, numbering, and placeholder formatting.
The problem
Law firms spend hours formatting contracts to match their style guidelines. It's tedious, error-prone, and expensive when done by lawyers.
The solution
Submit a messy contract (German/English). The tool applies the firm's exact formatting rules and returns a clean document.
The output
A properly formatted Word document that matches house style — without touching the legal content.
Document Automation Presentation Builder
Creates branded slide decks from raw copy and assets — respecting colors, fonts, layouts, and logo placement.
Presentation Builder
Creates branded slide decks from raw copy and assets — respecting colors, fonts, layouts, and logo placement.
The problem
Building a presentation from scratch means fighting with PowerPoint while trying to remember brand guidelines.
The solution
Provide the text content (Word, Google Doc, or markdown) plus any assets. The tool generates a complete deck that follows your brand system.
The output
A ready-to-use .pptx file, correctly branded.
Document Automation Presentation Reformatter
Standardizes messy, inherited slide decks to your brand guidelines — remapping colors, fonts, and layouts.
Presentation Reformatter
Standardizes messy, inherited slide decks to your brand guidelines — remapping colors, fonts, and layouts.
The problem
Consultants inherit decks from clients, partners, or past projects. Getting them on-brand is a manual grind.
The solution
Submit the off-brand deck. The tool remaps everything to your palette, standardizes fonts, and normalizes layouts.
The output
A clean, branded .pptx file — without rebuilding from scratch.
Document Automation Invoice Processor
Extracts data from PDF invoices, renames files, and logs everything to a spreadsheet — hands-free.
Invoice Processor
Extracts data from PDF invoices, renames files, and logs everything to a spreadsheet — hands-free.
The problem
Processing invoices means opening each PDF, copying data into a spreadsheet, renaming files, and organizing folders. Repetitive and easy to mess up.
The solution
Drop invoices into a folder. The tool extracts key data (date, vendor, amounts), renames files systematically, and logs everything to Google Sheets.
The output
Organized files and a complete expense/revenue log — without manual data entry.
Intelligence Reddit Intelligence Brief
Weekly synthesis of trends, pain points, and insights from target subreddits — delivered as an actionable briefing.
Reddit Intelligence Brief
Weekly synthesis of trends, pain points, and insights from target subreddits — delivered as an actionable briefing.
The problem
Valuable market intelligence lives in Reddit threads, but scanning them regularly is time-consuming.
The solution
Specify the subreddits relevant to your market. The tool monitors activity and compiles a weekly digest.
The output
A Google Doc with trends, community insights, pain points identified, and actionable takeaways — organized and ready to read.
Intelligence Project Status Agent
Connects to emails, meeting transcripts, and your task database to generate weekly project status updates automatically.
Project Status Agent
Connects to emails, meeting transcripts, and your task database to generate weekly project status updates automatically.
The problem
Keeping track of where projects stand means chasing updates across emails, calls, and task lists. Writing status reports takes time away from actual work.
The solution
The agent pulls context from your email threads, meeting notes, and project management tools. It synthesizes everything into a clear status update.
The output
A weekly briefing on where each project stands — without you compiling it manually.
How we work
These aren't off-the-shelf products. We build automation tailored to your firm — your tools, your workflows, your preferences. Three ways to work together:
We build it. You own it.
We scope the automation, build it, and hand it over fully functional. Your team runs it from there. Best for firms with some technical comfort who want ownership and control.
Typical engagement: 2-4 weeks
We build it. We run it.
We build the automation and operate it on your behalf. You get the outputs — briefs, alerts, formatted documents — without managing the system yourself. Best for firms who want results without the overhead.
Typical engagement: Monthly retainer
We build it together. You learn it.
We build alongside your team, explaining the logic and training them to maintain and extend the system. Best for firms who want to develop internal capability.
Typical engagement: 3-6 weeks with training
Not sure which fits? Most clients start with a single pilot to test the approach.
Start here: Portfolio Pulse
Most clients begin with Pulse — our flagship monitoring service.
You give us a watchlist of companies you care about. Every day, we scan for the triggers that matter: funding rounds, acquisitions, leadership changes, regulatory developments.
You get a brief — only what's relevant, with context on why it matters to you.
No software to learn. No dashboards to check. Just the intelligence you need to stay ahead.
How it's delivered
Pulse runs as a managed service. We handle the monitoring, the filtering, and the delivery. You just read the brief.
Try it free for a week
No commitment. See what Pulse delivers before you decide.
Get your first week of briefs for freeBefore Arcumen
I spent years in FinTech working with hundreds of small and medium financial institutions across Europe, then helped founders build products from zero to one. Along the way, I got to understand how relationship-driven firms operate — the time pressure, the need for discretion, the invisible work that keeps everything running.
That context shapes everything we build. We know where the friction lives because we've seen it firsthand — in PE funds, family offices, advisory firms, and professional services.
Arcumen isn't a tech company that discovered consulting. It's operational experience applied to automation — for firms where trust and judgment still matter.
Let's talk
Every engagement starts with a conversation — no commitment, no pitch deck.
Tell us what you're trying to solve. We'll figure out whether automation makes sense, which delivery model fits, and scope a pilot to test the approach.