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Track LP reporting deadlines and delivery dates, flag delays and draft reminder emails

Track LP reporting deadlines and delivery dates, flag delays and draft reminder emails

Your first prompt to AI

Your first prompt to AI

"Track LP reporting deadlines and delivery dates in the attached schedule; flag missed or delayed reports and draft reminder emails for each contact."

"Track LP reporting deadlines and delivery dates in the attached schedule; flag missed or delayed reports and draft reminder emails for each contact."

Enhanced AI workflow

Upload LP distribution schedule and report logs
AI checks for overdue reports and upcoming deadlines
Sends preformatted reminders to IR owners (via email)
Outputs schedule with delivery status in specific MS Teams channel

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Ensured compliance

Ensured compliance

Faster execution

Faster execution

Applied in

Applied in

Task management

Task management

Requesting departments

Requesting departments

Admin

Admin

Beneficiaries

Beneficiaries

Executive Assistant, Project Coordinator

Executive Assistant, Project Coordinator

Explore more tasks to be streamlined with AI

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Catalogue exits and multiples for realized return reporting

Catalogue exits and multiples for realized return reporting

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Monitor LP interest and engagement in fundraising via signals from calendar, notes, CRM

Monitor LP interest and engagement in fundraising via signals from calendar, notes, CRM