Erik W.-AI Workflow and Process Automation · Analysis, Technical Implementation and Handover
Check rate
Experience
AI Workflow and Process Automation
Self-employed
- Process analysis and target concept: interviews with responsible stakeholders and users, system and handover model, bottleneck analysis and acceptance criteria.
- Clearly defined automation modules, built with AI support using Python/FastAPI, TypeScript/Next.js, SQL/PostgreSQL, Supabase, REST APIs and Webhooks; specification, acceptance criteria and acceptance testing handled by me.
- Document and decision workflows from intake, research and extraction through to decision documents, CRM updates or controlled system actions.
- Quality assurance and handover with test cases, logging, exception paths, operational documentation and knowledge transfer.
Context-and-Action-Engine for a personal AI COO
Self-employed
Personal project with a FastAPI backend and React interface; data sources: email, calendar, banking, tasks and news. Rule-based state and action management with AI-supported context summarization. Write actions only with preview, human approval and execution record.
AI-supported M&A Deal Advisor
Technical demonstrator for document-intensive sell-side processes, developed in professional collaboration with an M&A advisory firm and practically tested by them. Hybrid retrieval with source cards and phase-based information release for each process phase. Several quality checks before delivery; questions that cannot be reliably answered are systematically returned to the advisor.
AI Agents and Automation
Training and applied personal projects
- Three certified training programs: Bitkom Akademie, Vanderbilt University and AWS.
- Development of document-intensive research and decision workflows, a Context-and-Action-Engine and an evidence-based lead and CRM workflow.
- Further development of AI-supported software development, API integration, retrieval, human approvals, testing and controlled action paths.
Investment Manager, previously Investment Associate
Companisto
Investment Manager from 04/2024
- Reviewed several hundred startups; according to my own deal tracking, accompanied 23 financing rounds from initial review to closing (13,1 Mio. €), including 11 as lead (7,2 Mio. €).
- Responsible for the entire process from acquisition and screening through financial and commercial due diligence, reference calls, term sheet negotiation and closing to decision documents.
- Automated my own work, supported colleagues with the transfer and further developed cross-team processes with Legal, Marketing, Operations, Customer Success and Development.
- Built an LLM-supported due diligence suite; according to my own measurement, reduced initial analysis time in the process at that time by up to 80 %.
- Handled research, due diligence, meeting documents and decision documents with AI support; built a deal knowledge base and supported colleagues in using AI.
- Analyzed processes between Portfolio, Investment and Legal for more than 100 portfolio companies; designed approval workflows and developed software prototypes for case management.
Consultant (interim)
AuditOne
Product-related and strategic consulting for an early-stage blockchain/cybersecurity startup on product-market fit and fundraising. Created a risk analysis framework, conducted investor research and prepared presentations.
Intern and Working Student, M&A Advisory
Demmer & Cie
Sell-side and buy-side mandates, including the carve-out of a maritime water treatment specialist (EV 7 Mio. €). Coordinated the data room and business departments and conducted financial analyses. Screened over 30 targets and supported a Series A financing.
Working Student, Product Management
secunet Security Networks
Conducted competitive analyses and managed product data and release materials in the Defense division. Automated the Jira release notes process: consolidated, summarized, translated and distributed developer updates. Automated processes and conducted software and hardware tests.
Intern, Controlling
DHL Freight
Performance dialogues and management reports for the CEO/CFO; analyses using SAP R/3 and BW.
Industry experience
See where this freelancer has spent most of their professional time.
Experienced in Banking and Finance, Information Technology, Utilities, Aerospace and Defense, and Transportation.
Business area experience
See which departments and functions this freelancer has contributed to most.
Experienced in Finance, Investments and M&A, Quality Assurance, Product Development, Information Technology, and Operations.
Summary
Independent consultant and implementer for AI workflows, CRM and document automation. I combine business process analysis with technical implementation: identifying stakeholders, systems, handovers and decision points, designing a realistic target process and delivering the agreed core as a clearly defined module, as a standalone component, API or database connection, or workflow on a workflow platform. I work with AI support: process analysis, decomposition into modules, acceptance criteria and acceptance testing are handled by me; the AI generates the code based on my specifications. My venture capital and due diligence background is particularly useful for research-, document- and decision-intensive processes.
Skills
Process Analysis And Implementation: Interviews With Responsible Stakeholders And Users, Current-State And Target Processes, Data And System Models, Acceptance Criteria, Test Cases, Human Approvals, Logging, Operational Documentation And Handover.
Implementation Stack (Built With Ai Support): Python, Fastapi, Typescript, Next.Js, Sql, Postgresql, Supabase, Rest Apis, Webhooks; Running My Own Projects On Linux With Git And Ci/Cd.
Ai Control And Data: Openai, Claude, Gemini, Rag, Pgvector, Structured Extraction, Quality And Evaluation Checks.
Hands-On Experience (Workflow And Crm): Zapier In Previous Professional Experience; N8n In Personal Projects And Training; Hubspot Api And Adapters; Basic Knowledge Of Make.
Finance: Due Diligence, Financial Modeling, Cap Tables, Investment And Decision Documents.
Additionally Used: Claude Code, Codex, Openclaw, Hermes And Lovable. Quality Assurance With Golden Test Sets, Llm Evaluation And Regression Testing. Other Tools: Ms Office, Asana, Jira And Sap.
Languages
Education
Heinrich-Heine-Universität Düsseldorf
M.Sc. Business Administration, specialization in Entrepreneurship · Business Administration · Düsseldorf, Germany
Bond University
Bachelor · Business Administration · Robina, Australia
Universität Duisburg-Essen
B.Sc. Business Administration, Management and Economics · Business Administration, Management and Economics · Duisburg, Germany
Certifications & licenses
AI Agent Developer Specialization
Vanderbilt University/Coursera
AI Agent & Business Process Automation Expert
Bitkom Akademie
AWS Generative AI Applications
AWS/Coursera
Statistics
Experience
Global experience
Expertise
Qualifications
Profile
Frequently asked questions
Have questions? Find more information here.
Erik is based in Berlin, Germany and can operate in on-site, hybrid, and remote work models.
Erik speaks the following languages: German (Native), English (Advanced).
Erik has at least 6 years of experience. During this time, Erik has worked in at least 9 different roles and for 7 different companies. The average length of individual experience is 1 year and 8 months. Note that Erik may not have shared all experience and actually has more experience.
Based on recent experience, Erik would be well-suited for roles such as: AI Workflow and Process Automation, Context-and-Action-Engine for a personal AI COO, AI-supported M&A Deal Advisor.
Erik's most recent position is AI Workflow and Process Automation at Self-employed.
In recent years, Erik has worked for Self-employed, Training and applied personal projects, Companisto, and AuditOne.
Erik is most experienced in industries like Banking and Finance, Information Technology, and Aerospace and Defense. Erik also has some experience in Utilities, Transportation, and Professional Services.
Erik is most experienced in business areas like Finance, Investments and M&A, and Quality Assurance. Erik also has some experience in Product Development, Strategy, and Marketing.
Erik has recently worked in industries like Banking and Finance, Information Technology, and Professional Services.
Erik has recently worked in business areas like Investments and M&A, Finance, and Information Technology.
Erik holds a Master in Business Administration from Heinrich-Heine-Universität Düsseldorf and a Bachelor in Business Administration, Management and Economics from Universität Duisburg-Essen.
Erik has 3 certificates. These include: AI Agent Developer Specialization, AI Agent & Business Process Automation Expert, and AWS Generative AI Applications.
Erik is immediately available part-time for suitable projects.
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Calculated based on our freelancers’ daily rates as of 13 Oct 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
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