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AI-Powered VC Analyst

Learn how to build an AI-powered assistant for VC firms and startup ecosystems using Tiledesk and OpenAI. Automate pitch deck analysis, extract key metrics, retrieve founder LinkedIn profiles, and evaluate startups for alignment with your firm’s investment thesis.

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Designed by

logo of the author of the chatbot published in the tiledesk community

Michele Pomposo

Published on

17/9/2024

Last update on

10/10/2024

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More about this template

Step 1: Pitch Deck Analysis

  1. Pitch Deck Submission: The AI agent processes the uploaded PDF pitch deck.
  2. Information Extraction: Automatically extracts key details, including:
    • Market opportunity
    • Product overview
    • Financial metrics (revenue, growth)
    • Competitive landscape

Step 2: LinkedIn Profile Retrieval

  1. Founder Identification: Cross-references the founders mentioned in the pitch deck.
  2. Profile Retrieval: Retrieves and presents LinkedIn profiles to save time on manual searches.

Step 3: Metrics Extraction

  1. Financial KPIs: Extracts important metrics like revenue projections, burn rate, and customer base directly from the pitch deck.

Step 4: Investment Thesis Matching

  1. Thesis Cross-Check: Determines whether the startup matches your firm’s investment criteria by evaluating:
    • Geography (e.g., Italy)
    • Funding stage (e.g., pre-seed, seed)
    • Funding amount

Step 5: Getting Started

  1. Upload a Pitch Deck: Start by uploading a pitch deck in PDF format for analysis.
  2. Receive Executive Summary: The AI agent delivers a high-level summary of the startup’s product, market, and financials.
  3. Retrieve LinkedIn Profiles: Quickly access founder profiles for deeper assessment.
  4. Evaluate Thesis Fit: Check if the startup fits your firm's investment focus.

Step 6: Adding the AI Agent to Tiledesk

  1. Navigate to Design Studio: Open the Design Studio in Tiledesk to set up the AI agent.
  2. Set Up Global Variables:
    • ASSISTANT_ID: Set the value as your_dedicated_assistant_id. Replace this placeholder with the actual ID of the OpenAI assistant you want to integrate.
    • OPENAI_APIKEY: Enter your OpenAI API key for integration.
  3. Customize the Agent: Tailor responses and connect additional APIs for enhanced functionality.

Example Use Cases

Use Case 1: VC Firm Scouting Startups

A VC firm specializing in SaaS startups can use the AI agent to automate screening, extracting metrics, and matching startups to their investment thesis, saving hours of manual work.

Use Case 2: Startup Founder Investment Validation

Founders can upload pitch decks to get insights into how VCs may view their startups, refining their pitches accordingly.

Benefits

  • Time-Saving: Automates document analysis and profile searches.
  • Informed Decisions: Provides a comprehensive evaluation for faster decisions.
  • Better Matchmaking: Aligns startups with investment theses for more focused deal flow.

Tags

    #AI Agent

    #Startup Investment

    #OpenAI Assistant

    #Pitch Deck Analysis

    #LinkedIn Profile Retrieval

    #Financial Metrics

    #Investment Thesis Matching

    #Venture Capital

Integrations

Once designed, you can run your unlimited no-code chatbots on every communication channel of your choosing. Be it WhatsApp, Telegram or Facebook Messenger. With no further clicks or actions.