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Gather and analyse LP feedback for specific fund

Gather and analyse LP feedback for specific fund

Your first prompt to AI

Your first prompt to AI

"Analyze the attached LP survey and feedback notes, extract themes and sentiment, and output a stakeholder heatmap."

"Analyze the attached LP survey and feedback notes, extract themes and sentiment, and output a stakeholder heatmap."

Enhanced AI workflow

Upload interview notes, call transcripts, and LP surveys
AI extracts key themes and concern clusters
Categorizes sentiment by stakeholder group (e.g. IR, ops, ESG)
Summarizes in narrative form for internal memo
Outputs 2-pager with tags, quotes, and recommendations in MS Word

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Mitigated risk

Mitigated risk

Ensured compliance

Ensured compliance

Improved quality

Improved quality

Enabled scalability

Enabled scalability

Applied in

Applied in

Stakeholder risk tracking

Stakeholder risk tracking

Requesting departments

Requesting departments

Investor Relations, Risk & ESG

Investor Relations, Risk & ESG

Beneficiaries

Beneficiaries

IR Associate, Reporting Analyst, Risk Analyst, ESG Officer

IR Associate, Reporting Analyst, Risk Analyst, ESG Officer

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