Research AI Companies → Generate Investment Brief → Share with Partners
Automatically research AI companies and infrastructure plays, then generate comprehensive investment briefs for VC partners and investment committees.
Workflow Steps
Airtable
Track target companies
Create an Airtable base with company name, sector (AI models, infrastructure, neocloud), funding stage, and research status. Add new prospects as they emerge from news or deal flow.
Perplexity
Gather comprehensive research
Use Perplexity API to research each company with queries like 'xAI business model data centers vs AI training', 'latest funding and valuation', and 'key competitors and market position'. Focus on recent news and financial data.
GPT-4
Analyze business model shifts
Feed Perplexity research to GPT-4 with a prompt analyzing potential business model pivots (like AI training company becoming infrastructure play). Ask for SWOT analysis and investment thesis strength.
GPT-4
Generate investment brief
Use GPT-4 to create a structured investment brief including: Executive Summary, Business Model Analysis, Market Opportunity, Competitive Landscape, Investment Risks, and Recommendation. Use a consistent template for all briefs.
Slack
Distribute to investment team
Automatically post completed briefs to the #deal-flow Slack channel with @channel mention for partners. Include key metrics in the message and attach full brief as PDF for deeper review.
Workflow Flow
Step 1
Airtable
Track target companies
Step 2
Perplexity
Gather comprehensive research
Step 3
GPT-4
Analyze business model shifts
Step 4
GPT-4
Generate investment brief
Step 5
Slack
Distribute to investment team
Why This Works
Combines AI-powered research with human-level analysis to identify business model shifts that traditional financial metrics might miss, crucial for early-stage tech investing.
Best For
VC firms and investment analysts tracking AI infrastructure opportunities and business model evolution
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