Stoneview Capital - AI-Enabled Investment Operations & CRM Suite
Stoneview Capital, a boutique luxury real estate investment firm in Hong Kong, partnered with ELab over nine months to transform their investor relations and operational workflows. We identified 100+ automation opportunities, deployed two AI agents, migrated and cleaned thousands of contacts into a purpose-built CRM, and established a digital architecture to support growth without proportional headcount increase.
Industry: Investment Management | Duration: 9 months | Region: Hong Kong
Stoneview Capital faced a critical scaling challenge common to founder-led investment firms. The Founding Partner was spending the majority of their time on administrative tasks rather than investor relationships and strategy. Quarterly investor updates consumed weeks of effort. Meeting intelligence was routinely lost. And all operational systems were siloed with no integration, forcing duplicate data entry every quarter.
With no process documentation and all operational knowledge held informally, the firm needed a complete operational transformation to grow without proportionally growing the team.
What We Did
Discovery & Process Analysis
We started with AI foundations workshops and a comprehensive Lean Six Sigma process analysis that identified waste across the full operation - from investor updates to entity management. This produced a prioritised roadmap of 100+ automation opportunities.
AI Agent Deployment
We deployed two AI agents: an operational intelligence agent for natural language querying of project data and task management, and an SOP AI agent that extracts and documents tribal knowledge from meeting transcripts into structured procedures and training materials.
CRM Implementation & Data Migration
We selected, configured, and implemented a CRM purpose-built for the firm's complex SPV, LP, and asset relationship structures. Thousands of contacts were migrated from the legacy system, audited, and cleaned - achieving 55% noise reduction to a qualified database. Over 1,200 deals were mapped and migrated with full field mapping.
Three-Layer Architecture
We established an integrated digital architecture connecting operational data (project management), relationship data (CRM), and communication data (meeting intelligence) - replacing the siloed systems that had created so much waste.
Results
| Metric | Result |
|---|---|
| Contact database noise reduction | 55% (thousands of records cleaned) |
| Automation opportunities identified | 100+ prioritised |
| AI agents deployed | 2 operational agents |
| Deals migrated | 1,200+ mapped and imported |
| Investor update cycle (projected) | 85% reduction |
| Leadership time on updates (projected) | 75% savings |
| Meeting notes capture (projected) | 75% reduction through automation |
ELab continues to support Stoneview through managed AI services, with a phased roadmap targeting meeting transcription automation, investor update automation, and capital call workflow optimisation.
