Get Quick Results with AI
Boost your due diligence, deal processes, LP/GP relations, and market synthesis with AI document analysis to capture alpha
Analyzing insights from large set of documents is time taking process oftern at low quality, which hinders investors from capturing alpha timely.
AIx2 AI software, InvestAI©, instantly provides AI-boosted document analysis including extracting targeted insights, generting templated documents, and finding source reports from both fund internal and external data. Examples of input data sources include CRM, deal room, research management system (RMS) as well as internet public data.
AIx2 software will immediately boost quality and reduce time for responding to LP queries, preparing investment memos, generating due diligence documents, finding relevant market reports, and looking up deal history, among other use cases. This results in sharper and timely deal insights and risk evaluation, and frees up investor time for more deal flow. Consequently, it results in capturing higher alpha timely.
Funds include private equity, private credit, hedge funds, private real estate and others.
| Use case category | Find targeted insights by dynamic Q&A with source reference | Generate repetitive templated documents with source reference | Find source reports for certain content | Data sources used |
|---|---|---|---|---|
| Boost due diligence | Questions about a deal from deal room and public data | Investment memos or other structured DD documents | Past deals in a given space Relevant documents containing certain information on a deal |
Deal room; internal data e.g. earnings transcripts, expert network calls, sell-side research, 10-Ks/10-Qs, market research reports, SEC filings, board decks and news, public web data; public web data |
| Enhance investor relations and investor reporting | Investor requests on RFP & DDQ requests LPs' biographies or summary of communications history |
Periodic LP outreach e.g. quarterly reports or newsletter based on prior conversation | Relevant past communications with certain LP | CRM data; deal rooms; asset resort; public web data |
| Synthesize market reports | Consolidated and reconciled market information from internal and external sources | Market trend reports for LPs and/or for internal use | Relevant market reports for certain question | Market reports available at the fund internal database e.g. earnings transcripts, expert network calls, sell-side research, 10-Ks/10-Qs, market research reports, SEC filings, board decks and news, public web data |
| Improve deal process | Investment teasers summarization e.g. summarization of emails or private placement memorandum from deal sources
Deal history from certain deal source |
Generate deal documents e.g. NDA, LOI, PSA | Relevant past communications w/ certain sources | CRM data; emails; deal sourcing documents |
Fund-of-funds include both institutional ones e.g. Pension funds, endowments, insurance companies, sovereign wealth funds, etc., and non-institutional ones e.g. corporate investment departments, family offices, etc.
| Use case category | Find targeted insights by dynamic Q&A with source reference | Generate repetitive templated documents with source reference | Find source reports for certain content | Data sources used |
|---|---|---|---|---|
| Boost due diligence | Questions about a deal from deal room and public data | Investment memos or other structured DD documents | Past deals in a given space Relevant documents containing certain information on a deal |
Deal room; internal data e.g. earnings transcripts, expert network calls, sell-side research, 10-Ks/10-Qs, market research reports, SEC filings, board decks and news, public web data; public web data |
| Enhance investor and GP relations and reporting | Investor/GP requests on RFP & DDQ requests LPs' /GPs' biographies or summary of communications history |
Periodic LP/GP outreach e.g. quarterly reports or newsletter based on prior conversation | Relevant past communications with certain LP/GP | CRM data; deal rooms; asset resort; public web data |
| Synthesize market reports | Consolidated and reconciled market information from internal and external sources | Market trend reports for LPs and/or for internal use | Relevant market reports for certain question | Market reports available at the fund internal database e.g. earnings transcripts, expert network calls, sell-side research, 10-Ks/10-Qs, market research reports, SEC filings, board decks and news, public web data |
| Improve deal process | Investment teasers summarization e.g. summarization of emails or private placement memorandum from deal sources
Deal history from certain deal source |
Generate deal documents e.g. NDA, LOI, PSA | Relevant past communications w/ certain sources | CRM data; emails; deal sourcing documents |