Platform
The cornerstones of Team Theory.
Hiring methodology
Thinks like the sharpest leadership advisor. The frameworks the field’s top advisors wrote, codified. Thousands of executive assessments, references and 360s behind every call.
Portfolio memory
Knows the firm better than any single leader could. A sealed memory of every portfolio company, executive, search and scorecard. It compounds with every decision and never walks out the door.
Signal ingestion & integration
Plugs into the stack and reads everything. Any system (ATS, CRM, note-takers) and any format (Office, PDF): structured and unstructured signal, nothing lost.
Data models
Built to predict who will succeed. Hiring signal linked to how leaders performed: the outcome dataset no incumbent is positioned to collect.
The AI OS for talent teams
Humans and agents in one flow. Across every search, candidate, document and system.
Every stage generates signal. Nothing connects them.
A leadership decision runs through seven stages, on seven tools, and the evidence each one produces is lost at the next handoff.
01
Due diligence
DealCloud · Egnyte
The pre-close read on the leadership team, locked in the deal room.
02
Role definition
Thrive · Docs
What “great” means is written fresh each time and never calibrated against what predicted success before.
03
Sourcing
SourceWhale · LinkedIn
Everyone considered and passed is re-sourced cold on the next search.
04
Assessment
Metaview · BrightHire
The richest evidence a firm will ever hold, filed in SharePoint the day the offer signs.
05
Decision
Thrive · Egnyte
The bet that was made, never checked against what happened.
06
Review
Workday · Entromy
How the leader performed, never linked to the scorecard that predicted it.
07
Development
Airtable · coaches
Who is ready next, decided from memory rather than the record.
Seven modules. One system.
Leadership Advisory Brain
Built on decades of hiring science. Ask about a person, a slate or the portfolio and get an advisor’s answer, with the evidence behind it.
Portfolio Memory
The memory layer: every portfolio company, executive, search and scorecard, sealed per firm. The next search starts from the last one.
Dashboards
Talent decisions across the whole portfolio in one view: every seat, every company, leadership health over time.
Document Explorer
The connected corpus behind a search: résumés, transcripts, 360s, prior scorecards, each tagged and traceable, so every claim in an assessment links back to its source.
Advisor & Document Generator
Ask, then produce. Scorecards, interview plans, assessments and memos in the fund’s own voice and format, exported board-ready into the deck, the doc or the sheet.
Workflows
The elite hiring loop encoded end to end, with the firm’s own workflows on top. An admin authors a firm-wide workflow once; colleagues run it. One fund runs six.
Integrations
Thrive, Egnyte and SharePoint today, and every document format. It works on the firm’s own data from day one.
Why not use Claude or ChatGPT?
A general-purpose model is a strong generalist. Team Theory is a talent specialist, and it remembers.
It already knows the bar. General AI starts from zero every session. Team Theory carries the firm’s scorecards, language and definition of “good” into every piece of work.
Memory that compounds, sealed per client. Every search, scorecard, assessment and review sharpens the next one. A chatbot forgets the firm the moment the tab closes.
A codified methodology. The Target, calibrated references, and evidence-graded assessments, licensed from the advisors who wrote them.
The best tool for each job. Multi-model by architecture; the model is swapped the moment something better ships.
Wired into the stack. Reads structured and unstructured signal from the ATS, CRM, note-takers and documents.
It covers ground no feature was built for. The same context reaches compensation research, search-firm management, org design and candidate closing. One customer rates it above their paid benchmarking tool.
Get your next decision right.
Book a walkthrough with our team. In most cases we can begin the same day.