AI for Workflow Automation?

October 08, 2025

by an investor from University of Virginia in Singapore

Almost everyone is now experimenting with AI tools to streamline specific aspects of the investment process from summarizing CIMs to preparing early drafts of memos. I’m interested in understanding whether others have begun applying AI more holistically i.e. not just for individual tasks, but to automate or orchestrate entire workflows. For example, integrating sourcing, screening, and evaluation steps through connected systems. How far has this type of automation progressed within your processes? Have you found it to enhance decision quality and efficiency, or are there limitations that still require a more manual approach?

Reply by a searcher
from Marquette University in Louisville, KY, USA

We have been working hard on an application called Tirekickr. You can apply for early access at www.tirekickr.com. Right now we have CIM review, consolidation and research done, pdf-> spreadsheet done. Consolidation of period financials into a single tab done. Industry research, critical insights done. Next up is integrated financial modeling within your workflow toolset (think excel/google sheets). Feedback from searchers, PE, VC & REPE is positive. It's still early but you you might find value in what we are building.

Reply by a professional
from Odessa National I.I. Mecnikov University in Foster City, CA, USA

We are building http://joineve.ai - helping buyers to analyze past email data of the companies they acquire to find missed leads and other revenue opportunities

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