AI-Powered Deal Notebook System

Transforming investment analysis with intelligent automation, visual processing, and real-time insights.

Challenge & Solution

A leading venture capital firm needed to streamline their deal evaluation process, which involved manually processing numerous investment opportunities daily. Each deal required extensive analysis of pitch decks, financial data, market research, and competitive intelligence. Our AI-powered Deal Notebook system automated this entire workflow, enabling faster, more comprehensive deal analysis while maintaining the highest standards of data security and privacy.

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Intelligent Workflow

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Email Intelligence

AI automatically processes incoming deal emails, intelligently distinguishing between new opportunities and existing deals, then extracts all relevant content and attachments.

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Visual Document Processing

Each slide deck page is converted to high-resolution images and processed through Visual LLMs to extract comprehensive insights and generate structured text summaries.

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Financial Data Analysis

Custom Excel handlers process complex financial models, passing data to LLMs for intelligent analysis and natural language explanations of key metrics.

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External Intelligence Gathering

Automated collection of competitive landscape data, market intelligence, and financial benchmarks from multiple external sources.

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Comprehensive Analysis Generation

AI synthesizes all data to produce detailed risk assessments, management evaluations, financial analysis, and investment recommendations.

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Intelligent Search & Insights

Vector embeddings enable hybrid search capabilities while knowledge graphs reveal hidden relationships and generate contextual Q&A pairs.

Key Features & Capabilities

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Automated Deal Classification & Notebook Creation

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Visual LLM-Powered Document Analysis sources

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Advanced Financial Model Processing

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Real-time Competitive Intelligence

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AI-Generated Investment Thesis

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Hybrid Vector & Graph Search

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Interactive Chat Interface

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Automated Briefing Note Generation

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Deal Status Management

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On-Premise LLM Deployment

Business Impact

01

Time Savings

Research that previously took analysts days now completes in under seven minutes—a reduction of over 95% in turnaround time.

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Scale

Processing 3,000+ reports daily—volume impossible with manual research teams.

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Coverage

Comprehensive global research across multiple languages, regions, and specialized databases that analysts couldn't access or monitor manually.

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Quality

AI-powered relevance filtering ensures reports focus on pertinent information, not search engine noise.

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Consistency

Every company receives the same thorough research across all relevant risk indicators and sources.

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Competitive Advantage

Investment firms make faster, better-informed decisions with comprehensive due diligence that would be impractical manually.

Key Differentiators

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Multi-Agent Orchestration

Coordinated agents handle search, extraction, filtering, and analysis—each specialized for its task.

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Relevance Intelligence

LLM-based filtering addresses the fundamental problem of unreliable search results.

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Million-Token Processing

Innovative iterative approach enables comprehensive analysis beyond standard LLM limitations.

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Global Coverage

Country and region-specific search strategies with specialized database access.

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Production Scale

Cloud microservices architecture handling thousands of daily reports with consistent sub-seven-minute response times.

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Specialized Data Sources

Integration with Panama Papers, Offshore Leaks, Violation Tracker, and regional compliance databases.

Snapshots

Snapshot 1

A list of all the companies searched can be found and viewed at any point of time to check the reports or relevant links related to that category of the company.


Users can bookmark their companies which makes it easier for them to view it if needed in a future point of time.

Snapshot 2

When a user queries a company name and its location, agents fetch all the external data with respect to the categories which is passed through a relevance agent to keep only the relevant data.


The report consists of various sections of the company like Allegation or Fraud, Whistleblower, Debt, Tax Default, Warnings , Non Compliance and Court cases which involve the company. Users can go to the link and see if they are interested in it.

Snapshot 3

All the relevant urls are processed by agents and extract the data and a report which includes all categories are generated.


The users also have an option to download the report and view it at any point of time.

Snapshot 4

All the relevant urls are processed by agents and extract the data and a report which includes all categories are generated.


The users also have an option to download the report and view it at any point of time.