Case Study Summary: Moonlock and Dynome

Client: Moonlock, a Web3 investment network and advisory firm based in Toronto, Canada. Founded 2024. Managing 50+ portfolio projects and 500+ influencer relationships.

Problem: Three workflows were consuming unsustainable manual time: deal flow screening, portfolio monitoring, and influencer matching and outreach.

Solution: Dynome conducted an AI Audit to identify the highest-leverage automation opportunities, then built three targeted AI automations: a deal flow screener, a portfolio intelligence digest, and an influencer match and outreach engine.

Results: 3x inbound project volume processed without additional analyst time. Deal qualification reduced from 3 to 4 days down to same day. 15+ hours returned to the team each week. Influencer brief-to-outreach cycle reduced from 4 to 5 days down to under 1 day.

Web3 / Investment NetworksAI AuditAI Automations

15+ hours returned per week. Deal volume tripled. Same lean team.

How Moonlock scaled deal flow, portfolio intelligence, and influencer outreach without adding headcount

A Web3 investment network and advisory firm managing 50+ portfolio projects and 500+ influencer relationships used a Dynome AI Audit and three targeted automations to reclaim more than 15 hours a week and handle three times the inbound volume, with the same lean team.

Sector: Web3 / Investment Networks
Service: AI Audit + AI Automations
Client: Moonlock
HQ: Toronto, Canada
Website: moonlock.vc
The Client

A high-volume, relationship-driven operation built on network effects

Moonlock is a Web3 investment network and advisory firm that used Dynome's AI Audit and targeted automations to process three times the inbound deal volume and return over 15 hours per week to their team, without hiring.

Moonlock is a Web3 investment network and advisory firm based in Toronto, founded in 2024. The business sits at the intersection of deal origination, project advisory, and distribution, helping early-stage Web3 projects raise capital through a curated investor network, reach their target audiences through a roster of influencers, and navigate go-to-market through hands-on strategic guidance.

Unlike a traditional venture capital firm, Moonlock's model is built around network density and active deal facilitation rather than direct capital deployment. With 50+ active portfolio projects, 200+ investors in network, and more than 500 influencers across Tier 0 through Tier 3, the firm generates significant value at every stage of a project's journey. The challenge is operational: all six of Moonlock's service lines (investment facilitation, OTC fundraising, advisory, influencer acquisition, business development, and network introductions) require high-frequency, personalised human activity to deliver at quality.

By the time Moonlock engaged Dynome, Tyler Dart and the team had built something genuinely differentiated in the Web3 space. The question was whether the operational model could keep pace with the ambition.

The Challenge

Three workflows eating time that should have been going elsewhere

Moonlock's inbound volume was healthy, a sign that the firm's reputation in the Web3 space was working. But healthy inbound at scale creates a bottleneck. Every project submission arrived with a deck, a whitepaper, a tokenomics model, and a Telegram channel. Evaluating each one against Moonlock's thesis across DeFi, AI, DePIN, infrastructure, and gaming required several hours of manual reading before a go or no-go decision could be made. At lower volumes, that was manageable. As inbound grew, the backlog deepened, and promising projects sat unread for days while the team's analytical time was absorbed by submissions that should have been filtered out in the first ten minutes.

Portfolio monitoring presented a different kind of problem. With 50+ active projects spanning early advisory relationships through to post-TGE investments, the relevant signal surface was enormous. Token prices, exchange listing announcements, on-chain activity, team updates, community sentiment on X and Telegram, anything material could happen to any project at any time. Without a systematic monitoring layer, Moonlock was learning about portfolio developments at the same time as the rest of the market. For a firm whose value is active support and strategic guidance, that lag was a real competitive liability.

The influencer network was perhaps Moonlock's most differentiated asset, but translating it into an operational advantage required Tyler to hold the full picture in his head: which influencers were active, which audiences matched which project type, which tier was appropriate for which budget, who was available. That institutional knowledge was not systematised. Getting from a project brief to a sent outreach message was taking the better part of a week, every time.

The pattern: Each of these three problems shared the same root cause. High-value, relationship-intensive work that couldn't scale because it was sitting on manual processes that hadn't been designed for the volume Moonlock was already running at.

The Approach

AI Audit first. Targeted automations second.

Dynome began with an AI Audit, not a discovery workshop, but a structured diagnostic of where time was actually going and where AI would return the most. The audit mapped Moonlock's six service lines against their real operational cost, identified the three highest-leverage bottlenecks, and produced a prioritised automation roadmap. Moonlock opted to move directly to targeted automations on all three, rather than a broader transformation programme. The brief was clear: fit around how the team already works, integrate into tools already in use, and keep Tyler in control of every output before it touches a client or influencer.

Phase 1
AI Audit: mapping the operational cost of growth

A structured review of Moonlock's workflows, tool stack, and time allocation across all six service lines. We mapped how decisions were actually being made, where manual effort was concentrated, and which processes were creating the most friction at scale. The audit produced a clear finding: three workflows were consuming a disproportionate share of team time relative to their complexity, and all three were strong candidates for AI automation. Recommendations were prioritised by impact, build complexity, and fit with Moonlock's existing way of working.

Phase 2
Automation 1: AI Deal Flow Screener

Inbound project submissions now enter through a structured intake form. AI reads the submitted deck and whitepaper, scores the project against Moonlock's investment thesis, and flags a standard set of risk signals: anonymous founding teams, token allocation structures weighted heavily toward insiders, absence of exchange traction or meaningful on-chain activity, and sector misalignment. It then produces a single-page brief, thesis fit score, red flags, and three suggested questions for a first call, delivered to Tyler in the team's existing workspace. Projects below threshold receive a templated holding response automatically. Projects above threshold reach Tyler with the brief already prepared.

Phase 3
Automation 2: Portfolio Intelligence Digest

Every active portfolio project is now monitored continuously across relevant signal sources: on-chain transaction data, token price movement, exchange listing announcements, X posts from core team members, and Telegram community activity. Each Monday morning, the team receives a structured digest, not a data dump, but a curated summary of which projects had material developments in the past seven days, which warrant proactive contact from Moonlock, and which are stable. Projects are flagged by urgency with a one-paragraph summary of why. The digest replaces what was previously six to eight hours of manual tracking each week.

Phase 4
Automation 3: Influencer Match & Outreach Engine

When a project is ready for influencer distribution, the team completes a structured project brief: sector, target audience, budget band, campaign timeline, and tone. AI maps the brief against Moonlock's influencer database, scores fit across tier, audience demographics, sector relevance, and recent content activity, and surfaces a ranked shortlist of eight to twelve influencers with a rationale for each. For the top candidates, it drafts personalised outreach, calibrated to each influencer's content format and engagement style. Tyler reviews and approves before anything is sent. Responses are tracked and logged back into the system.

The Results

What changed

3xInbound project volume processed without additional analyst timeDeal flow screener handles first-pass filtering on every submission
Same dayTime to qualified deal decision, down from 3 to 4 daysAI brief delivered within hours of submission; no more backlog
15+Hours returned to the team each week across all three automationsPortfolio monitoring alone replaced 6 to 8 hrs/week of manual tracking
<1 dayFrom influencer project brief to first outreach sent, down from 4 to 5 daysMatching and draft outreach generated same day; Tyler approves before send
In Their Words

What the automations actually changed

The impact of the three automations was felt immediately in how the team spent its time, but the more significant shift was structural. The deal flow screener didn't just save hours, it changed the quality of the decisions being made. With every inbound project arriving with a one-page brief, a thesis-fit score, and a set of targeted questions, the first conversation with any project became sharper and faster. Tyler was spending time on calls, not on reading decks.

The portfolio intelligence digest had a similar effect on Moonlock's advisory relationships. Rather than learning about portfolio developments reactively, the team was surfacing intelligence in calls with portfolio companies before they raised it themselves, a meaningful shift in how Moonlock shows up as a partner. For a firm whose value lies in the quality of its network and relationships, that proactive posture matters.

The influencer engine addressed what had previously been a ceiling on the business. Moonlock's 500+ influencer network was only as valuable as the speed at which it could be matched and activated for any given project. Cutting the brief-to-outreach cycle from nearly a week to a single day meant deals could be moved at a pace that matched client expectations, and freed Tyler's time for the parts of the influencer relationship that genuinely require a human.

"Before working with Dynome, the honest answer is that we were doing a lot of this on instinct and goodwill, staying on top of our portfolio, matching the right influencer to the right project, managing inbound. The automations didn't change what we do. They just made it possible to do it at the volume we were already promising. The deal screener alone changed the dynamic of how we spend our time."

Tyler DartCEO, Moonlock
The Bigger Picture

What this looks like for network-led businesses in fast-moving sectors

The challenge Moonlock faced is not unique to Web3. Any business built on network density, deal facilitation, and high-frequency relationship management runs into the same constraint: the activities that create the most value are the ones that don't scale naturally. You can't automate the relationship, but you can automate almost everything that surrounds it.

The Dynome AI Audit exists to find exactly those opportunities. Before committing to platforms, workflows, or team hires, the audit gives a structured picture of where the operational leverage is, and what can be removed from the team's plate without reducing the quality of what the client or partner experiences. In Moonlock's case, that meant three targeted automations that left every client-facing and influencer-facing interaction exactly as human as it needed to be, while returning significant capacity to the team for the work that genuinely requires them.

The audit-first model also means Moonlock knows what they're not building yet, and why. That sequencing is often as valuable as the automations themselves.

See how the AI Audit works

Running a lean team across a high-volume operation?

The AI Audit maps where your time is actually going and identifies the automations that will give it back. Let's start with a conversation about your specific situation.

No obligation. No hard sell. Just a conversation.