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Analyze portfolio distribution by industry and risk category

Analyze portfolio distribution by industry and risk category

Your first prompt to AI

Your first prompt to AI

"Categorize the attached portfolio companies by industry, market size, and risk category; visualize distribution and highlight concentration areas."

"Categorize the attached portfolio companies by industry, market size, and risk category; visualize distribution and highlight concentration areas."

Enhanced AI workflow

Upload or sync database of portfolio companies (e.g. via Excel spreadsheet)
AI classifies companies by industry, risk category, and development stage
Generates pie charts and exposure visualizations
Exports portfolio distribution summary to strategy team (e.g. in a respective MS Teams channel)

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Enabled scalability

Enabled scalability

Mitigated risk

Mitigated risk

Standardized processes

Standardized processes

Applied in

Applied in

Market screening

Market screening

Requesting departments

Requesting departments

Investment, Business Development

Investment, Business Development

Beneficiaries

Beneficiaries

Investment Analyst, Investment Associate, BD Manager, Sourcing Analyst

Investment Analyst, Investment Associate, BD Manager, Sourcing Analyst

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