Research Portfolio Companies → Generate Updates → Send to LPs
Automatically research portfolio company progress, compile performance data, and generate quarterly update reports for limited partners.
Workflow Steps
Notion
Maintain portfolio company database
Create a Notion database with portfolio companies, investment amounts, current valuations, key metrics, and recent milestones. Include properties for revenue growth, team size changes, and major product updates.
Zapier
Trigger quarterly report generation
Set up a monthly Zapier schedule that pulls portfolio company data from Notion. Configure filters to gather companies due for quarterly updates based on investment date and reporting schedule.
Perplexity AI
Research recent company developments
Use Zapier's webhook feature to query Perplexity AI for each portfolio company's recent news, product launches, funding rounds, and team changes. Focus search on last 90 days for quarterly relevance.
OpenAI GPT-4
Compile comprehensive LP update
Feed portfolio data and research findings to GPT-4 to generate structured quarterly reports. Include executive summary, individual company performance, market trends, and outlook. Format for professional LP distribution.
Gmail
Send reports to limited partners
Use Zapier to automatically email completed reports to LP distribution list. Include personalized subject lines with quarter/year and attach formatted PDF reports generated from the GPT-4 analysis.
Workflow Flow
Step 1
Notion
Maintain portfolio company database
Step 2
Zapier
Trigger quarterly report generation
Step 3
Perplexity AI
Research recent company developments
Step 4
OpenAI GPT-4
Compile comprehensive LP update
Step 5
Gmail
Send reports to limited partners
Why This Works
Combines structured portfolio tracking with automated research and AI writing to maintain consistent, professional LP communication
Best For
VC funds need to provide regular, comprehensive updates to limited partners about portfolio performance
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