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Summarize marketing & DD documents

Summarize marketing & DD documents

Your first prompt to AI

Your first prompt to AI

"Summarize the attached marketing and due diligence documents (PDF/Word) using provided question templates; extract key findings and risks in a summary report."

"Summarize the attached marketing and due diligence documents (PDF/Word) using provided question templates; extract key findings and risks in a summary report."

Enhanced AI workflow

Upload multiple documents (marketing, DD, annual reports) via ChatGPT with advanced data analysis / RAG-based tool
Prompt: “Please fill in the following list of questions...”
AI scans and extracts answers
Export into structured table or reporting tool
Get notified about finished reports in your relevant MS Teams channel

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Faster execution

Faster execution

Ensured accuracy

Ensured accuracy

Applied in

Applied in

Due diligence, Reporting

Due diligence, Reporting

Requesting departments

Requesting departments

Investment, Fund Operations

Investment, Fund Operations

Beneficiaries

Beneficiaries

Investment Analyst, Fund Analyst

Investment Analyst, Fund Analyst

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