Back

Score a targets fit for own investment/fund thesis

Score a targets fit for own investment/fund thesis

Your first prompt to AI

Your first prompt to AI

"Evaluate the attached deck or CIM for alignment with fund thesis—sector, stage, business model—and classify the target as on-thesis or off-thesis."

"Evaluate the attached deck or CIM for alignment with fund thesis—sector, stage, business model—and classify the target as on-thesis or off-thesis."

Enhanced AI workflow

Upload company profiles and fund investment criteria via e.g. One Drive
AI screens for fit across metrics, market, and stage
Tags promising vs off-thesis deals
Outputs shortlist to CRM or pipeline tracker

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Enabled scalability

Enabled scalability

Increased throughput

Increased throughput

Standardized processes

Standardized processes

Applied in

Applied in

Investment fit assessment

Investment fit assessment

Requesting departments

Requesting departments

Investment

Investment

Beneficiaries

Beneficiaries

Investment Analyst, Investment Associate

Investment Analyst, Investment Associate

Explore more tasks to be streamlined with AI

‹ Previous

‹ Previous

Identify legal and regulatory risks in deal documents

Identify legal and regulatory risks in deal documents

Next ›

Next ›

Scan cap tables to detect ownership red flags

Scan cap tables to detect ownership red flags