Articles on: AI Assistant

Extracting investment data from uploaded documents

Only deal room members with full edit access to Portfolio can extract and populate investment data using the AI assistant.

Adding an investment round with the help of AI assistant via Portfolio page

You can add a new investment round using the AI assistant from three locations on the Portfolio page:

Click the "Add" button at the top of the page and select "Investment" from the dropdown
Use the "Add investment" button in the header of the Investments section
Scroll to the bottom of your portfolio company list and click "Add a company"

When adding an investment, a dialog will appear where you can choose “Upload contract”.

From there you can upload an investment document that will trigger AI processing. Once processed, the extracted round details will be displayed in the dialogue.

A copy of the uploaded contract is automatically saved in the Documents section of the corresponding portfolio company.

If there is an existing application in your Funnel with a matching company name, the investment will be automatically linked to that application

If needed, you can later edit the round information manually.

Using AI assistant to populate additional round details when adding a funding round from funnel to portfolio

When you have managed a funding round on a company application in your funnel and add it to Portfolio, you can also upload a contract and let AI assistant to extract round information that is not present in the Funding tab, such as valuation or valuation cap, share price, interest and discount rate, and similar.

Updated on: 07/08/2025

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