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Consolidate recent round valuations for record accuracy

Consolidate recent round valuations for record accuracy

Your first prompt to AI

Your first prompt to AI

"Extract valuation round and fair value data from the attached files; update the portfolio matrix, flag inconsistencies, and track changes over time in a table."

"Extract valuation round and fair value data from the attached files; update the portfolio matrix, flag inconsistencies, and track changes over time in a table."

Enhanced AI workflow

Upload latest fair value statements and deal documents via Excel spreadsheets
AI extracts valuations, investment dates, and cap table implications
AI Updates portfolio overview and back-references changes
AI Flags unusual valuation shifts
Output Excel dashboard and compliance appendix

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Ensured accuracy

Ensured accuracy

Improved quality

Improved quality

Eliminated manual copy-pasting

Eliminated manual copy-pasting

Applied in

Applied in

Valuation and portfolio oversight

Valuation and portfolio oversight

Requesting departments

Requesting departments

Finance, Investment

Finance, Investment

Beneficiaries

Beneficiaries

Finance Manager, FP&A Analyst, Investment Analyst, Investment Associate

Finance Manager, FP&A Analyst, Investment Analyst, Investment Associate

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Analyze portfolio distribution by industry and risk category

Analyze portfolio distribution by industry and risk category