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Calculate run rate from disparate data sources

Calculate run rate from disparate data sources

Your first prompt to AI

Your first prompt to AI

"Extract MRR, ARR, churn, and burn rate from the attached reports; calculate current run rate, compare to targets, and present results in a structured table."

"Extract MRR, ARR, churn, and burn rate from the attached reports; calculate current run rate, compare to targets, and present results in a structured table."

Enhanced AI workflow

Upload monthly portfolio company reports via One Drive or SharePoint
AI extracts key metrics (MRR, ARR, churn, gross margin)
Calculates run rate trends and flags deviations from plan
Outputs summary dashboard with charts for review (e.g. directly within Excel)

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Faster execution

Faster execution

Mitigated risk

Mitigated risk

Ensured accuracy

Ensured accuracy

Applied in

Applied in

Portfolio monitoring

Portfolio monitoring

Requesting departments

Requesting departments

Value Creation, Fund Operations

Value Creation, Fund Operations

Beneficiaries

Beneficiaries

Value Creation Lead, Portfolio Manager, Fund Controller, Operations Analyst

Value Creation Lead, Portfolio Manager, Fund Controller, Operations Analyst

Explore more tasks to be streamlined with AI

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‹ Previous

Create scenario plans using recent performance data

Create scenario plans using recent performance data

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

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