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Recommend deal flow for new opportunities based on e.g. past deals, market conditions

Recommend deal flow for new opportunities based on e.g. past deals, market conditions

Your first prompt to AI

Your first prompt to AI

"Recommend deal flow opportunities using the attached past deals dataset and real-time market conditions export; output ranked opportunities with selection criteria."

"Recommend deal flow opportunities using the attached past deals dataset and real-time market conditions export; output ranked opportunities with selection criteria."

Enhanced AI workflow

Input internal deal history and investment memos into a AI-accessible database / RAG tool (like our AI Suite)
Add external data streams (e.g. PitchBook, Gain.pro, news feeds)
AI identifies themes, sectors, and patterns
Combine with current market activity and filters
Output deal recommendations with rationale and scoring

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Increased throughput

Increased throughput

Faster execution

Faster execution

Applied in

Applied in

Deal sourcing

Deal sourcing

Requesting departments

Requesting departments

Investment, Business Development

Investment, Business Development

Beneficiaries

Beneficiaries

Investment Associate, Business Development Analyst

Investment Associate, Business Development Analyst

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