When portfolio companies submit their standard reporting packages ahead of a board meeting, this solution extracts the relevant metrics, financials, and updates and assembles them into your firm's board presentation template automatically, producing a structured first draft that the deal team can review and refine rather than build from scratch. It handles multiple companies and formats each deck consistently.
The problem it solves is that board preparation is another reporting task that consumes analyst and associate time on a recurring basis across every portfolio company simultaneously. Automating deck assembly frees your deal team to focus on the strategic questions and recommendations rather than the mechanics of slide construction.
From trigger to result, here is the flow at a glance.
Package Submitted
A portfolio company sends its reporting package
AI Extracts Metrics
It pulls financials and updates from each report
Deck Assembled
System builds your template into a first draft
Team Focuses Strategy
Analysts refine instead of building slides
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