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Assess total exposure (incl. follow-ons) for concentration analysis

Assess total exposure (incl. follow-ons) for concentration analysis

Your first prompt to AI

Your first prompt to AI

"Calculate total exposure including follow-ons using the attached investment history and cap table; identify over-concentrated positions and output a table and chart."

"Calculate total exposure including follow-ons using the attached investment history and cap table; identify over-concentrated positions and output a table and chart."

Enhanced AI workflow

Upload historical cap tables and investment logs
AI aggregates follow-on rounds and calculates total exposure
Visualizes exposure by company, fund, and investment stage
Highlights concentration risk in Excel output

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Ensured accuracy

Ensured accuracy

Enabled scalability

Enabled scalability

Applied in

Applied in

Fund operations

Fund operations

Requesting departments

Requesting departments

Fund Operations

Fund Operations

Beneficiaries

Beneficiaries

Fund Controller, Operations Analyst

Fund Controller, Operations Analyst

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Calculate run rate from disparate data sources

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Retrieve NAV from multiple systems for LP reporting

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