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Compile six-month deal and sourcing activity overview for fund

Compile six-month deal and sourcing activity overview for fund

Your first prompt to AI

Your first prompt to AI

"Compile deal and sourcing data from the attached past six months’ activity logs, and output summary charts and sourcing metrics."

"Compile deal and sourcing data from the attached past six months’ activity logs, and output summary charts and sourcing metrics."

Enhanced AI workflow

Upload CRM export or pipeline dashboard from Notion
AI categorizes activity by source, progress stage, and status
Highlights any gaps in sourcing channel mix
Outputs six-month activity summary with commentary in MS Word or via MS Teams

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Standardized output

Standardized output

Ensured compliance

Ensured compliance

Applied in

Applied in

Target profiling

Target profiling

Requesting departments

Requesting departments

Investment, Value Creation

Investment, Value Creation

Beneficiaries

Beneficiaries

Investment Analyst, Investment Associate, Value Creation Lead, Portfolio Manager

Investment Analyst, Investment Associate, Value Creation Lead, Portfolio Manager

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