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Extract financial KPIs from CIM—revenue, CAGR, EBITDA margin, runway

Extract financial KPIs from CIM—revenue, CAGR, EBITDA margin, runway

Your first prompt to AI

Your first prompt to AI

“Extract key financial KPIs—Revenue, CAGR, EBITDA margin, runway—from the attached PDF and present them in a structured table; use web search to clarify any KPI definitions.”

“Extract key financial KPIs—Revenue, CAGR, EBITDA margin, runway—from the attached PDF and present them in a structured table; use web search to clarify any KPI definitions.”

Enhanced AI workflow

Input via SharePoint: Upload or link the investment memo (PDF)
AI-Extraction in AI Chat: Parse graphs and tables for key financial KPIs (e.g., revenue, CAGR, EBITDA margin, runway)
AI-Normalization: Standardize figures across timeframes, units, and formats
AI-Summarization: Compile KPIs into a structured table with source references
Output AI Chat: Share KPI summary with exportable file for further analysis

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Freed up human focus

Freed up human focus

Ensured accuracy

Ensured accuracy

Faster execution

Faster execution

Eliminated manual copy-pasting

Eliminated manual copy-pasting

Applied in

Applied in

Data extraction, Target screening, Due diligence

Data extraction, Target screening, Due diligence

Requesting departments

Requesting departments

Investment, Finance

Investment, Finance

Beneficiaries

Beneficiaries

Investment Analyst, Investment Associate, Finance Analyst

Investment Analyst, Investment Associate, Finance Analyst

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