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Identify investments pending final IC review

Identify investments pending final IC review

Your first prompt to AI

Your first prompt to AI

"From the attached CRM pipeline export, identify deals pending final IC review and output a status report with deal summaries."

"From the attached CRM pipeline export, identify deals pending final IC review and output a status report with deal summaries."

Enhanced AI workflow

Upload deal flow status sheet or CRM connect / export
AI highlights deals pending final review and approval
Adds deal summaries and open questions from notes
Outputs ready-to-review report for e.g. the "IC Monday pipeline call"

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Improved quality

Improved quality

Applied in

Applied in

Due diligence, Deal flow tracking

Due diligence, Deal flow tracking

Requesting departments

Requesting departments

Investment, Business Development

Investment, Business Development

Beneficiaries

Beneficiaries

BD Manager, Sourcing Analyst, Investment Analyst, Investment Associate

BD Manager, Sourcing Analyst, Investment Analyst, Investment Associate

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Create audit log by extracting key decisions, timestamps, and signatories from memos and board notes

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