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Evaluate CIM quality and completeness for deal readiness

Evaluate CIM quality and completeness for deal readiness

Your first prompt to AI

Your first prompt to AI

"Score the attached CIM for completeness and quality across team, market, GTM, and traction sections; highlight areas needing additional information."

"Score the attached CIM for completeness and quality across team, market, GTM, and traction sections; highlight areas needing additional information."

Enhanced AI workflow

Upload CIMs via SharePoint or drag-and-drop interface in the AI workspace (e.g. our AI Suite)
AI evaluates structure, completeness, and relevance to IC criteria
Flags missing or weak sections (e.g., market, GTM, traction)
Outputs readiness scorecard and red flag summary (e.g. via MS Teams notifications)

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Improved quality

Improved quality

Ensured accuracy

Ensured accuracy

Reduced costs

Reduced costs

Applied in

Applied in

Sell-side due diligence

Sell-side due diligence

Requesting departments

Requesting departments

Investment, Legal & Accounting

Investment, Legal & Accounting

Beneficiaries

Beneficiaries

Investment Analyst, Investment Associate, Legal Counsel, Compliance Officer

Investment Analyst, Investment Associate, Legal Counsel, Compliance Officer

Explore more tasks to be streamlined with AI

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‹ Previous

Identify missing KPIs for complete investor reporting

Identify missing KPIs for complete investor reporting

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Identify a target's USP for pitch refinement

Identify a target's USP for pitch refinement