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Screen targets annual accounts to identify financial health, growth potential, and strategic fit

Screen targets annual accounts to identify financial health, growth potential, and strategic fit

Your first prompt to AI

Your first prompt to AI

"Extract year-over-year financial trends, assess health, and highlight risks and growth opportunities from the attached annual accounts; output a summary table of key metrics."

"Extract year-over-year financial trends, assess health, and highlight risks and growth opportunities from the attached annual accounts; output a summary table of key metrics."

Enhanced AI workflow

Upload or scrape annual accounts or registry filings (e.g. from Bundesanzeiger)
AI extracts historical metrics (e.g. growth, margins, liquidity)
Detect trends, anomalies, or inconsistencies
Classify strategic fit by criteria (sector, size, profitability)
Output: Screening summary and recommendation flag via AI-Chat, Excel or in a MS Teams channel

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Reduced costs

Reduced costs

Faster execution

Faster execution

Mitigated risk

Mitigated risk

Applied in

Applied in

Target screening

Target screening

Requesting departments

Requesting departments

Investment, Finance

Investment, Finance

Beneficiaries

Beneficiaries

Investment Analyst, Screening Associate, Finance Analyst

Investment Analyst, Screening Associate, Finance Analyst

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