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Michael K.
@michael_kappel
PE VC Investor, Family Office and AI Agent Workflow Builder
Allemagne
Anglais, Allemand, Français
À propos de moi
Former banker, now Head of a Single Family Office - 18+ years across private banking, wealth management and PE/VC, 55+ fund and direct investments executed.
I also build production AI agent systems myself: multi-agent workflows, local LLMs, automated research, memos and reporting. That rare mix means I understand both your capital decisions and the tech to automate them. I help investors, family offices, founders and finance teams with investment memos, due diligence, reporting setups and custom AI workflows that actually run. Discreet, fast, structured.
Compétences
Michael K.
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
Diligence raisonnable
I will write a pe vc fund due diligence report and investment committee memo
Intégrations IA
I will build a custom ai agent workflow for you
Portfolio
Expérience professionnelle
Confidential
Indépendant • 9 yrs 5 mos
Founder & Builder – AI Agents & Investment Software
Sep 2024 - Present • 2 yrs 1 mo
I design and build production software for investing and daily work, fully as code in private GitHub repositories with automated tests, quality gates and scripted deployment (2,000+ merged changes): - Family office software: a complete investment operating platform covering portfolio, liquidity, investment policy, governance, documents and decision workflows. - Investment research cockpit: fund selection and portfolio monitoring with sourced figures, peer-group ranking, look-through risk checks and a control tower for deadlines and payments. - Automated investment documents: code pipelines that generate fund due diligence reports, investment committee papers and shareholder reports from fund data. - Personal AI agent operating system: a chief-of-staff agent orchestrating specialist agents for mail, deadlines, calendar, drafts and reporting, with local LLMs, an encrypted vault and a deterministic approval layer (automation never expands authority). All in daily production use.
Head of Single Family Office
Sep 2020 - Present • 6 yrs 1 mo
Built the family office investment platform from scratch as first person in the role. Cross-asset capital allocation (PE/VC funds, direct investments, real estate, liquid markets, treasury), 55+ investments executed from a funnel of 200+ opportunities per year. Due diligence, IC papers and shareholder reporting are generated by code-based, largely automated pipelines (research cockpit, scoring, report generation), alongside governance and oversight of mandates at banks plus legal, tax and audit providers.
Partner, Multi Family Office
Jun 2019 - Sep 2020 • 1 yr 3 mos
Equity partner; built the operating setup, recruited the team and won institutional and private mandates. Lead advisor to a major German foundation, authored its investment policy and worked directly with the board of trustees.
