Overview
With Dealum’s AI assistant you can: Extract data from company pitch decks - streamline deal intake by extracting and pre-filling application data from pitch decks Extract data from investment contracts - simplify investment data entry to portfolio by pulling key details from uploaded contracts [__SuFew readersExtracting company data from a pitch deck
How to extract company data from a pitch deck? Allowing companies to use AI assistant to pre-fill their application from a pitch deckFew readersExtracting investment data from uploaded documents
|| Only deal room members with full edit access to Portfolio + AI assistant access 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 fromFew readersUsing AI assistant to track portfolio company perfomance
The AI assistant offers a fast and convenient way to monitor how your portfolio companies are performing by automatically summarizing investor updates and reports received outside the Dealum platform. It extracts key metrics and highlights from uploaded documents as well as from forwarded emails and their attachments. To import investor reports for a portfolio company: Find the company in Portfolio and open the company’s portfolio page Navigate to the Reporting tab Choose one of the folloFew readersAsking AI assistant questions about deal room data
|| The AI assistant chatbot is available to member groups with AI assistant access. The chatbot will provide each member information only about deal room data they have access to. How does the AI Assistant chatbot work? You can access the AI chatbot by using the “Assistant” button atFew readersDeal room's investment criteria match scores
Overview Configuring deal room's investment criteria [Examples of configuring deal room's investment criteria](https://help.dealum.com/en/article/deal-rooms-investment-criteria-match-scores-1ykbicb/?bust=1768831399264#Few readers