Case Study

How Viewpoint Reclaimed 80% of Their Operational Time

We embedded into Viewpoint's workflows, automated their most time-consuming processes, and freed their team to focus on the relationship work that actually drives returns.

Client
Viewpoint Ventures
Industry
Insurtech VC
Engagement
Workflow Automation
Scope
Ongoing Partnership
85%
Time Saved on Newsletter Matching
83%
Faster Company Onboarding
100%
Logo Workflow Automated
<2 days
Quarterly Process (was 2 weeks)
The Challenge

A Team Buried in Manual Operations

Viewpoint Ventures is a specialist VC fund focused on Insurtech, with deep relationships across their portfolio and a network of insurance carriers and LPs. Their edge is human intelligence - conversations with founders, market sentiment, strategic insight that no algorithm can replicate.

But their team was spending the majority of their time on repetitive operational tasks instead of the high-value relationship work that actually drives returns. The bottleneck wasn't a lack of talent - it was a lack of tools built for how they actually work.

2 Weeks Per Quarter on Newsletter Matching

Manually pairing startups to carriers, formatting recommendations, and pushing everything to Mailchimp - all by hand, every single quarter.

📋

30 Minutes Per New Company Entry

After every startup call, the team spent half an hour copying notes, hunting for logos, and manually entering data across multiple systems.

🎨

Hours Lost to Logo Management

Sourcing, resizing, and uploading startup logos was a surprisingly time-intensive task that pulled the team away from strategic work.

🔧

Generic Tools That Didn't Fit

Off-the-shelf solutions didn't match Viewpoint's specific workflows. They needed tools shaped around their processes - not the other way around.

The Solution

Custom Automation, Built for How Viewpoint Actually Works

We didn't ship generic tools. We embedded into Viewpoint's team, learned their specific workflows, and built targeted automation that slotted directly into their existing processes. Every solution was designed to eliminate manual steps while keeping the team in control.

Before~2 weeks / quarter

Automated Newsletter Matching

Built a system that automatically pairs startups to the right carriers based on thesis fit, formats personalised recommendations, and pushes everything to Mailchimp - reducing a two-week quarterly slog to under two days.

Now <2 days
Before30 min / company

One-Click Company Onboarding

Streamlined the post-call workflow from copying notes, searching for data, and manual entry down to a single-click process that enriches and populates company records automatically.

Now ~5 minutes
BeforeHours per batch

Fully Automated Logo Workflow

The team now simply enters URLs, and the system handles everything - sourcing, formatting, and attaching logos to company records. A task that once consumed hours is now completely hands-off.

Now zero touch

“Andrew and his team actually learned how we work. They didn't build generic tools - they built tools that fit my specific workflows. It's freed me up to focus on the relationship work that actually matters.”

JM
Joanna McNamara
Executive Director, Viewpoint Ventures

“Sixty Seconds really do feel like an extension of us. We can always reach them, and they've accomplished everything we've asked for. Unlike other developers who disappear for two weeks, I feel like they are always on board to help troubleshoot and get things solved.”

GM
Geordan Mandell
Viewpoint Ventures
Results

Measurable Impact, Not Just Promises

The numbers tell the story - but the real result is a team that's back to doing what they do best.

85%
↓ from ~10 days to <2 days

Reduction in quarterly newsletter matching time

83%
↓ from 30 min to ~5 min

Faster onboarding for new companies from calls

100%
Fully automated

Logo sourcing and management - completely hands-off

Our Approach

An Extension of the Team, Not a Vendor

This wasn't a handoff-and-disappear engagement. From day one, we worked alongside Viewpoint's team - learning their processes, understanding their pain points, and iterating in real time. When something needs fixing, we're on it. Communication and rapid problem-solving aren't extras - they're the foundation of how we work.

The result is a partnership where Viewpoint's team trusts us to handle the operational complexity so they can focus entirely on the high-value work that drives returns for their carriers and LPs.

Your team is spending too much time on the wrong things.

Let's talk about what we can automate for you - starting this week.

Book a Call
The AI Sales Brief

The AI sales playbook, weekly.

Tactics, tools, and frameworks from 12 years of running GTM for high-growth companies. No fluff. Just what works.

No spam. Unsubscribe anytime.