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Track LP-specific KPIs and fulfillment

Track LP-specific KPIs and fulfillment

Your first prompt to AI

Your first prompt to AI

"Scan the attached KPI submissions for LP A’s requirements; identify missing data and output a compliance status overview with action items."

"Scan the attached KPI submissions for LP A’s requirements; identify missing data and output a compliance status overview with action items."

Enhanced AI workflow

Upload LP-specific KPI requirements (e.g. via Sharepoint)
AI checks current and historical submissions for completeness
Flags missing data or inconsistencies
Outputs fulfillment matrix and status tracker

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Ensured compliance

Ensured compliance

Ensured accuracy

Ensured accuracy

Faster execution

Faster execution

Applied in

Applied in

Investor relations

Investor relations

Requesting departments

Requesting departments

Investor Relations

Investor Relations

Beneficiaries

Beneficiaries

IR Associate, Reporting Analyst

IR Associate, Reporting Analyst

Explore more tasks to be streamlined with AI

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‹ Previous

Compare current vs prior quarter fund performance

Compare current vs prior quarter fund performance

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Next ›

Highlight top portfolio risks, consolidating multiple data sources to mitigate risks

Highlight top portfolio risks, consolidating multiple data sources to mitigate risks