Anyone who has worked in VC, PE or Banking knows that Analysts & Associates spend a LOT of time doing pre-call prep work (e.g. writing a summary) for their MDs.
Most of this is low IQ drudgery — comb through emails, WhatsApp, CRM etc.
There is a post-AI way of doing this — we use this daily at DeVC because of the functionality which Notion & Notion AI offers. We use Notion as the System of Record — meeting notes, databases & much more.
In this quick 5 min demo video, I covered 2 things:
(1) Using GenAI as a ‘seed crystal’ — improve your prompt so that AI does what you ask it to do
(2) Using Notion AI to generate a pre-call synopsis doc on a portfolio company for our MDs
In a pre-AI world, the prep note would have taken an Analyst ≥ 45 mins to put together; AI did it in ≤ 45 seconds. I’d still need 2-3 mins to review the contents!
⚠️For the demo, I used Notion AI to generate a fake portfolio company called “Parsimonious AI” — the output was great. BUT, that output is nothing compared to what we get for real portfolio companies where we have copious historic notes in Notion.
Unfortunately, due to privacy & confidentiality reasons, this isn’t the best video I could put out — we have a lot of ‘below the hood’ custom AI helping our investment team.
Suffices to say — AI is an arms race in the Investing biz. We have an AI agent which does 25% of what an Analyst does today. The next 50% will take 12+ months. The final 25% can never be done — until AI can replace a warm body at a networking event :)
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