Capwave vs building it yourself. Build the memo bot. Buy the memory.
Capwave exists because the firms that could build this did, and said what it cost. You can wire a model to your inbox in a weekend and get most of the way there. The last part is the part that matters: reading data rooms, citing every number, permissions across a firm, and a memory that survives the person who built it.
Two different jobs.
Right for a firm with engineers on staff and a partner who owns the system. USV built named agents around a firm-wide data model. Theory runs three investors alongside a nine-person intelligence organization.
Right for the firm that wants the result on Tuesday morning: read, scored, briefed, remembered, siloed, exportable, and maintained by someone whose whole job it is.
Build on top of me. Ask me from your own tools through MCP, export everything, and keep the scripts that are specific to your firm.
What each path costs.
Build-side descriptions are general; the quotes below are from firms and builders who have done it, in their own words.
The morning after 47 decks arrived. This is what the finished version looks like.
"Since launch, we've analyzed 2x the investment opportunities with a team of just 3 investors working alongside a nine-person intelligence organization."
"They are just code. But at a practical level, if Amelia or I left SaaStr, no one could maintain them."
"How I built a chief of staff on OpenClaw that's better than any human I've hired."
Sarver built his for himself; it knows one person. USV and Theory built theirs for the firm, with engineers on staff. I am the firm-wide version for the firms that will not hire an engineering team to get there.
Public statements, quoted with attribution. Not endorsements.
Where each one is the right answer.
Questions firms ask.
Can we build this with ChatGPT and Zapier?
The memo bot, yes, in a weekend. The memory, no. It needs the inbox, the calendar, the transcripts and the data rooms in one place, read every night, with permissions, citations and someone to keep it running when the person who built it moves on.
We already built something. Do we throw it away?
No. Keep it. I export everything and answer through MCP, so your scripts can read me, and the firm-wide memory sits underneath them.
Are we locked in?
No. Export anytime, in full.