During a recent discussion with a customer around how they're expanding their use of AI agents, the following came up. These use cases follow a similar pattern (find, review, analyze, generate).
- Due diligence questionnaire response drafting. Super interesting use case that includes both reviewing all the relevant diligence documentation, understanding the questionnaire, and then filling it out.
- Drafting Q&A docs for LPs (limited partners). PE firms spend considerable resources building docs to communicate to their LPs/investors. This agent takes a painful, time-consuming process and completes it in a few minutes. It can also be quickly customized to specific LPs without the need to fully rewrite every single Q&A doc!
- Creating memos or other communications for Investment Committees (ICs). Another time-consuming, but very important, task that takes a lot of time to get right. The AI Agent builds the basic document that can be quickly edited and improved before sending. In this case, the agent also identifies the IC members and knows about what topics were covered in prior memos.
