• Create / update automatically a Contact, Deal or Task in your CRM any time you:
• • Exchange emails
  • Have a meeting
  • Share notes
  • Send a voice message, e.g. on Whatsapp 
• Enrich all your Contact and Deal information with no manual action:
• • Leverage external sources such as Linkedin, Bloomberg, Crunchbase, any other sources... (e.g. latest news about the company / individual, financial and funding information...)
  • Leverage internal information (e.g. update deal stage based on your online meeting discussion) 
  • Applicable to custom fields 
• Manage input quality seamlessly:
• • Validate key update and implement your prefered validation method
  • See date and sources of any field update for transparency and fact-checking

• A prospect was enthusiastic about the opportunity but did not even look at the material you sent out? Get soft follow-up suggestions.
• Deep-dive questions were raised during your last call? Get tasks and assignment suggestions to follow-up efficiently
• Not sure which signatures are still missing to close this deal? Get reminder suggestions. 

We can make it happen:

• You decide how suggestions are set: defining the rules for when and how they appear 
• You choose which types of suggestions you receive, e.g. scheduled activities (tasks, assignment, timeline) or immediate actions (follow-up with Zach?). 
• Each suggestion is explained, with its underlying logic made visible (e.g. “A subscription signature from LP X is delayed by 5 days. Suggestion to follow up is generated”) 
• Suggestions can also be shared over email or Whatsapp, based on your preference (you decide on the frequency) 
• Most frequent / relevent suggestions are fine-tuned and maintained in a library
• The decision to act on those suggestions is up to you: ignore or go ahead 

Demo: based on a whatsapp voice message, planned activities are generated automatically

• Writing content : AI does the end-to-end outreach prep for you
• • Use pre-set style and structure
  • Retrieve relevant context and data to further customize your content, leveraging "Connected Knowledge"). 
• Formatting content:
• • PPT slides, word, email, whatsapp message... get your content instantly prepared in your chosen format. 
  • Output is formatted as per your branding and templates library 
  • Edit, giving you control to make changes at any time
• Editing and sending: no need to move to a different environment, e,g, polish and send an email from whatsapp. 

Demo: generate slides or other outputs based on your templates

• Store and structure your knowledge seamlessly. Received a contract by email? Attachment is renamed, stored in the right folder on your cloud, attached to the right deal and contact on your CRM, and processed to make easily searchable for RAG!
• Make any search across all your platforms. You know you have this document, but unsure where it is? Stop searching your explorer, outlook, online cloud archive, whatsapp... Connected Knowledge will find it for you!
• Get transversal summaries and analyses, retrieving and analyzing your data from multiple internal sources, e.g. "Give me a 360-summary of our interactions with Northbridge: who, what, when, how". 
• Enable fluid knowledge sharing across your teams while keeping control over security and confidentiality. 

Demo: retrieve any information, e.g. on sales process administration

• Update data and documents anytime you receive new information from stakeholders: 
• • From performance reports 
  • Possibly from other sources (emails, meetings, notes…) 
• Documents are reprocessed with metadata for easy retrieval and analysis 
• All data documents are automatically saved in the right folders and system 
• Full version history is maintained for compliance and clarity 
• Confidentiality is guaranteed: only authorized users can access folders and documents 
• Manage input quality seamlessly and access date and sources of any field update for transparency and fact-checking 

Demo: documents you received are automatically renamed, processed and stored (in your cloud, in your ERP, in unstructured datalakes...)

• Your documents are scanned by AI to show if they have the info you need (e.g. AI will suggest to raise “follow up questions to portfolio company A for missing or inconsistent data in their reporting documents”) 
• Relevant deep-dive questions are raised for you (e.g. “given the gap vs. budget for Q1, do you plan to re-forecast yearly revenues?”)  
• Trends and anomalies in performance data get highlighted (e.g. “there is a change in growth trend this quarter, are we looking at the right trend?”)  

Demo: generate deep-dive suggestions, based on your standard questions not fully addressed by provided documentation and additional deep-dive questions

• You get access to ready-made templates for key reporting documents (e.g. fund or portfolio performance reports already structured, populated in excel format) 
• Templates combine your branding with a well-structured flow, both fully customizable
• Adjust agent according to requirement for accuracy and repeatability (e.g. Speech-to-chart)
• All the templates are available in a single library for simplicity 
• Presentations are instantly populated with relevant context and data

Demo 1 - write a natural language request and generate tables + charts, based on SQL query to your database.

Demo 2 - generate documents or summary from performance reporting documents received

• Store and structure your knowledge seamlessly. Received a contract by email? Attachment is renamed, stored in the right folder on your cloud, attached to the right deal and contact on your CRM, and processed to make easily searchable for RAG!
• Make any search across all your platforms. You know you have this document, but unsure where it is? Stop searching your explorer, outlook, online cloud archive, whatsapp... Connected Knowledge will find it for you!
• Get transversal summaries and analyses, retrieving and analyzing your data from multiple internal sources, e.g. "Give me a 360-summary of our interactions with Northbridge: who, what, when, how". 
• Enable fluid knowledge sharing across your teams while keeping control over security and confidentiality. "What are the revenues for Business Unit XYZ in Q2?" Only authorized users will access information based on their profile. 

Demo: Extracting any financial info across the company from a centralized agent (here: agent is working exclusively on internal documents on private server and is trained to use exclusively curated content)