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Prepare board meeting materials, report and presentation

Prepare board meeting materials, report and presentation

Your first prompt to AI

Your first prompt to AI

"Generate a board deck draft from the attached performance summaries and strategic inputs, applying corporate branding and including summary and detail slides."

"Generate a board deck draft from the attached performance summaries and strategic inputs, applying corporate branding and including summary and detail slides."

Enhanced AI workflow

Input portfolio KPIs, notes, and templates into AI workspace
AI drafts analyses documents, and slide content
User reviews and refines narratives (via MS Teams)
AI updates data and charts based on latest data and review outcomes
Output final PowerPoint deck for board distribution (optional commentary via MS Word)

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Freed up human focus

Freed up human focus

Improved quality

Improved quality

Eliminated manual copy-pasting

Eliminated manual copy-pasting

Applied in

Applied in

Board reporting

Board reporting

Requesting departments

Requesting departments

Value Creation, Admin, Marketing & Communications, Finance

Value Creation, Admin, Marketing & Communications, Finance

Beneficiaries

Beneficiaries

Portfolio Manager, Executive Assistant, Communications Specialist, CFO

Portfolio Manager, Executive Assistant, Communications Specialist, CFO

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‹ Previous

Monitor debt covenant compliance across portfolio companies

Monitor debt covenant compliance across portfolio companies

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Scan news and financial databases for add-on acquisition targets

Scan news and financial databases for add-on acquisition targets