Streamlining deal processing with AI for an impact investment firm.
The team at this impact investment firm used to start each morning the same way: coffee in one hand, a crowded inbox in front of them, and a long sigh. Deal pitches came from everywhere — founders, partners, cold emails, warm intros. Some were great, some were definitely not, and all of them took time to read, sort, reply to, and file.
As the firm grew, so did the chaos. Everyone agreed on one thing:
“There has to be a smarter way to do this.”
That’s when they decided to bring in AI.
