How we AI-Enabled a series-A investment advisor

by Harry Berg

Background on the company
  • Advises scale-up companies approaching series A funding to find, pitch, and secure investors
  • < 50 employees
  • Looking to source more deals in less time automatically
  • Knows how AI systems can help with cold outreach, online research, and nurturing leads, but is lacking the AI expertise to implement these systems into their workflow
What we did: Overview
  • Performed an AI Opportunity Audit by interviewing key members of the team
  • Produced an AI adoption roadmap
  • Developed and deployed an AI system that performs online research to automatically source qualified companies potentially looking for investment
  • Generated a 112% increase in qualified leads perfectly matching their investment criteria
All of this was completed within a 1-month duration, taking no more than 6 hours of time from the team
Your next steps to become AI-Enabled
  1. If you believe that AI could take your organisation to the next level, or you're simply not sure where to start, book a call using this link
  1. Share this with your team or friends to help them understand how their organisation can become AI-Enabled
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