Additional AI Solutions

Tailored for Westchester Angels

Built to support your transition from an angel network to a fully scalable investment fund.

High-value, realistic, fund-friendly AI solutions based on your existing process, website, and operational workflow. These tools align 1:1 with your current operations to maximize efficiency and impact.

Deal Flow Automation

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AI Startup Application Screener

Automatically processes GUST applications, extracts critical signals (market, traction, founders, metrics), scores each startup, and highlights top opportunities with key risks and committee-ready insights.

AI Pre-Screening Report Generator

Generates detailed screening reports with market analysis, competition mapping, scalability assessment, founder risk profiles, strengths, weaknesses, and clear recommendations.

Investor Meeting Enhancements

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AI Pitch Analyzer

Analyzes live pitches or uploaded pitch decks/videos, producing summaries, extracting claims, verifying metrics, surfacing red flags, generating Q&A prompts, and scoring alignment with your investment criteria.

AI Q&A Assistant for Selection Committee

Committee members can ask scenario-based questions (e.g., biotech with limited revenue). AI produces tailored question lists, red-flag checks, due-diligence checklists, and follow-up suggestions to improve consistency.

Due Diligence Automation

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AI Due Diligence Report Generator

Reviews pitch materials, decks, websites, financials, and founder data to create full due-diligence reports including market sizing, TAM/SAM/SOM, business model evaluation, founder background, risks, compliance, technology overview, and competitive landscape.

AI Red-Flag Detector

Identifies founder-market concerns, unrealistic projections, missing traction, inflated TAM, weak competitive moats, and fraud indicators based on historical patterns and failure statistics.

Portfolio Monitoring & Support

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AI Portfolio Performance Dashboard

Monitors KPIs, traction, news mentions, industry movements, and competitor funding. Generates monthly insights highlighting risks, opportunities, and meaningful changes in portfolio health.

Founder Support AI Assistant

An AI assistant available to portfolio founders for research, pitch refinement, investor updates, hiring plans, and competitive analysis—adding tangible value to Westchester Angels’ support offering.

Membership Growth & Engagement

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Angel Member Engagement Analyzer

Analyzes each member’s interests, sector expertise, past investments, ticket size, and activity to recommend ideal matches for each deal and optimize DD team composition.

New Member Discovery Engine

Scans LinkedIn, AngelList, SEC filings, startup events, and regional news to identify potential new angel members and expand your investor network.

Administrative & Operational AI

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Automated Monthly Reporting

Produces monthly reports covering deal flow, due diligence progress, portfolio updates, funding movements, recommended startups, and upcoming events—replacing manual reporting.

AI-Driven CRM & Investor Relations

Automates follow-ups, check-ins, meeting summaries, reminders, and Zoom call note extraction—syncing directly into your dashboard for consistent communication.

Strategic Fund-Transition AI Tools

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AI Fund Model Simulator

Simulates fund sizes, fee structures, entry criteria, and expected returns based on historical performance to support the transition into an investment fund.

AI Investment Thesis Consistency Checker

Evaluates new deals against your investment thesis, detects drift, and recommends refinements—ensuring alignment during the transition from angel network to fund.

Long-Term AI Vision for Westchester Angels

Unified Investment OS

Combining deal flow, due diligence, investor relations, and portfolio tracking into a single intelligent platform.

Real-Time Market Intelligence Engine

Monitoring founders, competitors, and sectors to provide actionable insights and early warning signals.

AI-Driven Fund Operations

Including LP reporting, compliance automation, and predictive analytics for strategic decision-making.