In today’s market, the ability to quickly and confidently qualify an opportunity and build internal consensus and momentum for an asset is a key competitive advantage. The recent step-change in generative AI, when harnessed judiciously with full awareness of its limitations, and in tandem with data, can help firms realise a material edge.

Our latest whitepaper describes a method for generating an initial outside-in investment paper on a private company with dramatically reduced manual toil. Such a workflow enables investors to confidently take key decisions earlier in the deal process, maximizing precious time and attention on the right opportunities.

• Augmentation of the deal process with alternative data and generative AI empowers stretched deal teams to improve the pace and quality of decision making.
• Confident quality decisions made earlier in the deal process reduce the opportunity cost of pursuing an asset.
• Automating production of an initial investment paper is critical path to optimizing the overall deal process and a great place for a firm to start their AI journey.
• Pairing the investment paper with a conversational AI assistant enables more intuitive scrutiny of an asset by decision makers which can help to build important momentum.
• Using AI to reduce repetitive toil on manual tasks creates capacity for more uniquely human value- add insight and reasoning.
• To realise the benefits of AI augmentation, key challenges with the current generation of AI models must be overcome, requiring specialist know-how.
• High quality, complete and correct data is a pre-requisite; AI can help with knowledge extraction from documents.
• Firms should publish internal guidance on how to safely collaborate with generative AI, reinforcing the responsibility of the human user to act as editor-in-chief for all outputs.

Download the full whitepaper to learn more about leveraging data and generative AI for better decision-making.