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Track monthly deal-flow to assess funnel relevance

Track monthly deal-flow to assess funnel relevance

Your first prompt to AI

Your first prompt to AI

"Cluster the attached deal-flow data by theme and round size; rank opportunities by strategic fit and potential, and output a filtered shortlist."

"Cluster the attached deal-flow data by theme and round size; rank opportunities by strategic fit and potential, and output a filtered shortlist."

Enhanced AI workflow

Upload deal applications or CRM deal list
AI clusters based on relevance, sector, and round size
Ranks top fit and deprioritized deals
Outputs funnel visualization and deal notes summary

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Standardized processes

Standardized processes

Increased throughput

Increased throughput

Applied in

Applied in

Deal screening

Deal screening

Requesting departments

Requesting departments

Investment, Business Development

Investment, Business Development

Beneficiaries

Beneficiaries

Investment Analyst, Investment Associate, BD Manager, Sourcing Analyst

Investment Analyst, Investment Associate, BD Manager, Sourcing Analyst

Explore more tasks to be streamlined with AI

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‹ Previous

Scan cap tables to detect ownership red flags

Scan cap tables to detect ownership red flags

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Evaluate revenue projection assumptions in CIMs

Evaluate revenue projection assumptions in CIMs