m
michael_kappel

Michael K.

@michael_kappel

PE VC Investor, Family Office and AI Agent Workflow Builder

Germany
English, German, French
About me
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.... Read more

Skills

m
michael_kappel
Michael K.
Offline • 
Average response time: 1 hour

See my services

Due Diligence
I will write a pe vc fund due diligence report and investment committee memo
From$450 / projectMore details
AI Integrations
I will build a custom ai agent workflow for you
From$400 / projectMore details

Portfolio

Work experience

Confidential

Confidential

Self-employed • 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.