Back

Conduct post-exit performance debriefs with key metrics

Conduct post-exit performance debriefs with key metrics

Your first prompt to AI

Your first prompt to AI

"Summarize the attached exit metrics, valuation multiples, and performance vs plan for each exit, and output a debrief report highlighting key learnings."

"Summarize the attached exit metrics, valuation multiples, and performance vs plan for each exit, and output a debrief report highlighting key learnings."

Enhanced AI workflow

Upload exit financials, deal docs, and performance reports (One Drive connection or copy-and-paste into AI platform like our AI Suite)
AI extracts key metrics and compares to initial projections
Highlights successes, challenges, and lessons learned
Generates debrief presentation and (standardized) report
Distributes to internal team and LPs

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Standardized output

Standardized output

Improved quality

Improved quality

Faster execution

Faster execution

Applied in

Applied in

Post-exit review, Sell-side due diligence

Post-exit review, Sell-side due diligence

Requesting departments

Requesting departments

Value Creation, Investor Relations

Value Creation, Investor Relations

Beneficiaries

Beneficiaries

Portfolio Manager, IR Associate

Portfolio Manager, IR Associate

Explore more tasks to be streamlined with AI

‹ Previous

‹ Previous

Prepare capital call scheduling and investor communications

Prepare capital call scheduling and investor communications

Next ›

Next ›

Analyse vendor spendings to identify procurement savings

Analyse vendor spendings to identify procurement savings