If you work in private equity IR and youâre not using Claude/Cowork on fundraising materials, LP requests, and portfolio reporting, youâre still doing hours of manual work that AI can compress overnight.
A lot of firms are actively building internal AI infrastructure right now - especially across IR, fundraising, diligence prep, and portfolio communications.
8 prompts to save hours:
1. LP DDQ / RFP DRAFTING
âRead our prior DDQs, fund materials, and investor deck. Draft responses to this LP questionnaire in firm-consistent language, flagging any missing data or outdated responses.â
2. QUARTERLY LP LETTER BUILDER
âRead prior quarterly letters, portfolio updates, and KPI files. Draft this quarterâs LP update with portfolio performance, realizations, fundraising progress, and placeholders for leadership commentary.â
3. FUND PERFORMANCE BREAKDOWN
âAnalyze this fund model and summarize DPI, RVPI, TVPI, MOIC, and Net IRR by fund and portfolio company. Highlight key drivers, outliers, and investor talking points.â
4. PORTFOLIO COMPANY KPI DASHBOARD
âPull monthly portfolio KPI files, update the master dashboard, and flag any company with revenue, EBITDA, or leverage variance greater than 10% to plan.â
5. LP MEETING PREP
âRead this LPâs diligence history, prior questions, investment preferences, and past meeting notes. Build a briefing memo with likely objections, relevant portfolio wins, and strategic talking points.â
6. CIM / DATA ROOM TO INVESTOR MEMO
âRead this CIM, management presentation, and diligence materials. Build a clean investor-facing one-pager with business overview, market opportunity, historical financials, risks, and positioning.â
7. FUNDRAISING PIPELINE MANAGEMENT
âReview all CRM notes, placement agent updates, and investor outreach emails from the last 60 days. Build a live fundraising pipeline by LP, stage, ticket size, last touchpoint, and next step.â
8. PEER FUND BENCHMARKING
âAnalyze competitor funds by size, strategy, sector, performance, and recent fundraising activity. Build a benchmarking deck for positioning against peers.â
#privateequity #exceltips
7 days ago