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AI Prospect Insights

Get detailed AI-powered explanations of why prospects match your investment criteria.

Overview

AI Prospect Insights provides detailed, AI-generated explanations of why a prospect matches your organization's criteria. This helps you quickly understand the reasoning behind fit scores and make informed decisions about which investors to prioritize.

Features

  • Match Explanations: Understand why a prospect received their fit score
  • Portfolio Pattern Analysis: AI analyzes portfolio companies to identify investment patterns
  • Investment Thesis Extraction: Automatically extracts and summarizes investment thesis from prospect data
  • Research Notes: Generate comprehensive research notes with AI analysis

How to Use

To get AI insights for a prospect:

  1. Navigate to the prospect detail page
  2. Click the "🤖 AI Analysis" button
  3. Review the detailed explanation of why the prospect matches your criteria
  4. Use insights to inform your outreach strategy

Plan Requirements

AI Prospect Insights is available on Pro and Premium plans.