Adopt AI workflows to manage Capital Croissance 500 LPs
Capital Croissance is an entrepreneurs’ club that brings together over 500 entrepreneur-investors (LPs) and supports over 50 companies in their funding needs. The management of these LPs requires extensive effort, currently mostly relying on manual workflows for:
- Routine Engagement and management of your LPs
- Fundraising campaigns
- Performance Reporting
Capital Croissance is considering support from Korefocus to design and implement AI-powered worklows to streamline its LP management:
- Collect and integrate Richer Data on LPs and portfolio, with no effort
- Generate Pre-cooked Content, for swifter execution
- Receive Smart Suggestions, with context and rationale
- Connect Knowledge across tools, for faster search and analysis
Korefocus in action: send a whatsapp, your CRM is updated.
A quick overview of Capital Croissance use cases.
Richer Data
LP profile and engagement activities auto-update in CRM, based on emails, whatsapp voices, meetings.
LP enrichment with 3rd party data (public and private source.
Fundraising process and and tasks auto-update in CRM based on emails and online meetings.
Admin documents management (e.g. auto-storage)
Engagement
Fundraising
Consolidated reporting data
Reporting
Suggested Actions
Outreach suggestions
Engagement follow-up
Pre-cooked Content
360-view of your LPs
360-view of your fundraising activities and admin process
360-view of your portfolio
Reporting dashboards, presentations & newsletters
Fundraising presentation generation
Admin documentation auto-fill
Personalized engagement messages
Weekly digest "your LPs in the news"
Pipeline (re-)activations
Admin process follow-up
Deep-dive on portfolio reports
See it in action: AI-powered workflows for Capital Croissance use cases
AI-enriched fundraising materials and engagement tracking
- Customize and enrich your fundraising materials with AI-generated / AI-enriched content, e.g. LP name, activity description, context retrieved from your CRM, investment history...
- This can be applied to Fundraising decks, legal and administrative documents (e.g. NDA...)
- Share them digitally with your prospective LPs (like the content you are currently viewing)
- Track how they interact with your content, e.g. time spent, pages viewed...
See it in action: AI-powered workflows for Capital Croissance use cases
AI suggestions to deep-dive on a content
- Leverage a structured prompt library to execute specific analysis or tasks, e.g. a due-diligence request for the PE team.
- Each prompt is fine-tuned to trigger a specific logic, unique to your needs and ways of working. That includes which quality control should be performed, which reference should be given for transparency...
- Answer is pre-formatted and can be converted into a ready-to-use format (e.g. a slide using your template).
See it in action: AI-powered workflows for Capital Croissance use cases
Send a Whatsapp voice and have your LP profile and fundraising pipeline updated
- Send a message under your prefered format: email, whatsapp voice, Instant Message...
- AI will analyze it and update the relevant data fields, e.g. Company information or Deal status in your CRM, assigned to-dos in your task manager...
- You can include validation steps.
- You can trace which data were updated, using which workflow and easily access to original input.
See it in action: AI-powered workflows for Capital Croissance use cases
Have a 360-view of your LPs and history with them
- Find any information on your server (Sharepoint, Emails, CRM, unstructured data lakes...), e.g. the status of a contract signature, or a summary of your last email discussion with a LP
- Make sure users can only access authorized content, e.g. confidential information is blurred.
- Use specific agents for specific searches: you don't need the same tools when you want to quickly find simple information with error acceptance, and when you need accurate, reliable financial information.
