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Catalogue exits and multiples for realized return reporting

Catalogue exits and multiples for realized return reporting

Your first prompt to AI

Your first prompt to AI

"Compile exit data (valuation, multiple, time to exit) from the attached logs; summarize patterns and create a track record chartbook of realized returns."

"Compile exit data (valuation, multiple, time to exit) from the attached logs; summarize patterns and create a track record chartbook of realized returns."

Enhanced AI workflow

1. Upload past exit data including multiples, timing, and sector

2. AI compiles and categorizes realized return cases

3. Identifies patterns and median exit values

4. Outputs summary table and waterfall chart in Excel

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Freed up human focus

Freed up human focus

Enabled scalability

Enabled scalability

Ensured accuracy

Ensured accuracy

Applied in

Applied in

Exit benchmarking

Exit benchmarking

Requesting departments

Requesting departments

Finance

Finance

Beneficiaries

Beneficiaries

Finance Manager, FP&A Analyst

Finance Manager, FP&A Analyst

Explore more tasks to be streamlined with AI

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Track LP reporting deadlines and delivery dates, flag delays and draft reminder emails

Track LP reporting deadlines and delivery dates, flag delays and draft reminder emails