Automating the Production of Initial Discussion Papers (IDPs)

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Prism's Bespoke AI Tasking: Tailored Insights for Strategic Decision-Making

Prism aids in the creation of Initial Discussion Papers(IDPs), one of the most widely used and valued features among our private equity clients. This use case automates the production of concise, tailored two-pagers usually created from Confidential Information Memorandums (CIMs) and other supporting documents. This Prism Task significantly reduces the time and effort required for early-stage deal evaluation.

Traditionally, producing an IDP from a CIM could take hours of manual effort, often requiring analysts to sift through 50+ pages of dense information to extract key insights. With Prism, this process is reduced to minutes. Clients simply upload the CIM and any additional materials, and Prism’s bespoke tasking capabilities extract only the information that aligns with their specific requirements, while flagging key missing information for further diligence. The result is a polished, IC-ready one/two-pager in our clients' house format, that is fully customised to their needs.

This use case has been a game-changer for many of our clients, delivering time savings of over 80% in the IDP creation process. By automating this critical step, Prism allows deal teams to focus on strategic decision-making rather than administrative tasks, accelerating deal timelines and improving operational efficiency.

For firms managing multiple deals simultaneously, Prism ensures consistency, accuracy, and speed, making it an indispensable tool in their deal intelligence toolkit.

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Prism is a privacy-first deal intelligence platform for private equity, built on the award winning expertise of Palladium Group's Transaction Advisory practice.

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