--- title: "b2venture Case Study | Scaling Venture Operations with Next Matter" description: "How b2venture replaced spreadsheets and shared inboxes with audited, agent-assisted orchestrations across deal flow, onboarding and LP reporting." lang: en json-ld: | [ { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "@id": "https://nextmatter.com/#organization", "name": "Next Matter", "legalName": "Daizy NM Limited", "url": "https://nextmatter.com", "logo": "https://nextmatter.com/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg", "description": "Next Matter is the orchestration platform for regulated financial operations - purpose-built for asset managers, fund administrators, and wealth and wealthtech firms, not a generic workflow tool - combining AI agents, your existing systems and human approvals with governance and a complete audit trail.", "sameAs": [ "https://www.linkedin.com/company/nextmatter", "https://www.daizy.com" ] }, { "@type": "WebSite", "@id": "https://nextmatter.com/#website", "url": "https://nextmatter.com", "name": "Next Matter", "publisher": { "@id": "https://nextmatter.com/#organization" }, "inLanguage": "en" } ] }, { "@context": "https://schema.org", "@type": "Article", "headline": "b2venture Case Study | Scaling Venture Operations with Next Matter", "about": { "@type": "Organization", "name": "b2venture" }, "publisher": { "@id": "https://nextmatter.com/#organization" }, "mainEntityOfPage": "https://nextmatter.com/case-studies/b2venture", "inLanguage": "en" }, { "@context": "https://schema.org", "@graph": [ { "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://nextmatter.com" }, { "@type": "ListItem", "position": 2, "name": "Case studies", "item": "https://nextmatter.com/case-studies" }, { "@type": "ListItem", "position": 3, "name": "b2venture", "item": "https://nextmatter.com/case-studies/b2venture" } ] } ] } ] --- [![Next Matter Logo](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg)](/) - [Solutions](/solutions) [ grid\_view Solutions Overview Personas, capabilities, and proof ](/solutions)[ smart\_toy AI Orchestration Coordinate agents across your stack ](/solutions/ai-orchestration)[ library\_books Workflow Library Remix production-ready workflows ](/remix) Case Studies [ ![Ocorian](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e8_Ocorian_trustbar.svg) Ocorian 1,800 Employees • Fund Administrator ](/case-studies/ocorian)[ ![Trade Republic](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e9_traderpublic_trustbar.svg) Trade Republic 10M Customers • Online Trading Platform ](/case-studies/trade-republic)[ ![b2Venture](/__l5e/assets-v1/40232f5e-b66d-45f6-8d04-8be40304d172/b2venture-logo.png) b2Venture $800mn AUM • Venture Capital Firm ](/case-studies/b2venture)[ ![Swan](/__l5e/assets-v1/ef4919d4-3042-430f-b1a2-10b7da14c889/swan-logo.webp#lh=1500x401) Swan BaaS leader • Embedded Banking Platform ](/case-studies/swan) - [Platform](/platform) [ hub Platform Overview Built for Fund Operations ](/platform)[ build Workflow Builder Build long-running orchestrations ](/workflow-builder)[ smart\_toy AI & Automation Agents, models and guardrails ](/ai-and-automation)[ extension Integrations Core Ledger & Ecosystem Connectivity ](/integrations)[ verified\_user Governance & Audit Approvals and a full audit trail ](/governance-and-audit)[ shield Security SOC 2, ISO 27001, data residency ](/security) - Resources [ forum Ask a Technical Question Chat with the docs AI assistant ](https://help.nextmatter.com/docs/integrate-across-tools?assistant)[ campaign Opinions Perspectives from our team ](/opinions) [Sign in](https://app.nextmatter.com/login) [Talk to us](/book-a-demo) Case Study — b2venture # From coordinated emails to an institutional-grade system How one of Europe’s most established early-stage venture platforms turned investment governance into audit-proof, automated orchestrations — without writing a line of code. ![b2venture Logo](/__l5e/assets-v1/5728e356-240a-44fb-a238-df7e984fd302/b2venture-logo.svg) Multi-fund venture platform €800M Assets under management 100+ Active portfolio companies 350+ Angel investor network 01 — The problem ## Governance running on email threads, DocuSign and good intentions Investment professionals in Berlin, leadership in Switzerland, fund directors in Luxembourg, each fund with its own approval routes, committees and conditional requirements. Decisions across 100+ portfolio companies were coordinated through parallel email threads, hand-initiated DocuSign requests and individual follow-ups. It worked, but it was slow, error-prone and exhausting, someone was always chasing a signature, reconstructing a decision from a thread, or quietly worrying about what an auditor would make of it all. If you’ve ever had to rebuild the story of a deal from twelve forwarded emails to satisfy a regulator, you know exactly why this had to change. 02 — What we did ## One no-code orchestration engine, owned by the investment team - account\_tree **The investment decision orchestration.** A single master orchestration with conditional logic adapts to every fund and approval route — fully traceable, end to end. - hub **A governance backbone.** Follow-ons, exits, capital calls and angel onboarding (incl. NDAs) all run on the same rails, with documents archived automatically. - integration\_instructions **Plugged into the existing stack.** DocuSign signatures triggered automatically, Slack notifications at every step, executed documents stored systematically — no disruption to daily operations. - build\_circle **Owned by the business.** An investment associate built the first decision orchestration with no technical training. New rules ship in minutes, not weeks. 03 — The payoff ## Audit-proof governance at institutional scale Multiple investment decisions execute every week without circular email coordination. Every decision and document is fully traceable. Six years in, Next Matter / Next Matter is part of b2venture’s operating system — removing it would mean reverting to slower, riskier manual processes. 100s Hours saved annually in direct coordination time 6-fig Annual efficiency gains at senior team cost levels ~6 yrs Embedded as core operating infrastructure 100% Audit-proof traceability on every decision > “Next Matter turned our investment governance from coordinated emails into an institutional-grade system. An investment associate built our entire decision orchestration, without technical training.” Sven Eppert — Partner & CFO, b2venture Want the detail? Click to expand expand\_more **Orchestrations live:** investment decision (multi-fund, conditional routing), follow-on investments, exit procedures, capital calls, angel onboarding & NDAs, document archive & distribution. **Integrations:** DocuSign (automated signature requests), Slack (stakeholder notifications), document archive (systematic storage and external-partner sharing). **Why no-code mattered:** legacy BPM tools were built for IT, not agile investment teams. Drag-and-drop orchestrations, conditional logic and real-time testing let the team own and adapt processes themselves — critical as service providers and regulations evolve. **Strategic outcome:** reduced governance risk, improved audit readiness, minimised compliance exposure across multiple Luxembourg fund vehicles and cross-border directors. **What’s next:** with Next Matter as Next Matter’s parent company, agentic AI is being layered on top — turning structured orchestrations into intelligent, self-optimising systems. [See what your first 90 days look like](/book-a-demo) [More case studies](/case-studies) ![Next Matter](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg) The agentic operating system for modern financial services. A Daizy company. 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