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WAIf you work in private equity IR and you’re not using Claude/Cowork on fundraising materials, LP requests, and portfolio reporting, you’re 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
“Read 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 Draft responses to this LP questionnaire in firm-consistent language, flagging any missing data or outdated responses.”
2. QUARTERLY LP LETTER BUILDER
“Read prior quarterly letters, portfolio updates, and KPI files. Draft this quarter’s LP update with portfolio performance, realizations, fundraising progress, and placeholders for leadership commentary.”
3. FUND PERFORMANCE BREAKDOWN
“Analyze 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.”
4. PORTFOLIO COMPANY KPI DASHBOARD
“Pull monthly portfolio KPI files, update the master dashboard, and flag any company with revenue, EBITDA, or leverage variance greater than 10% to plan.”
5. LP MEETING PREP
“Read this LP’s diligence history, prior questions, investment preferences, and past meeting notes. Build a briefing memo with likely objections, relevant portfolio wins, and strategic talking points.”
6. CIM / DATA ROOM TO INVESTOR MEMO
“Read this CIM, management presentation, and diligence materials. Build a clean investor-facing one-pager with business overview, market opportunity, historical financials, risks, and positioning.”
7. FUNDRAISING PIPELINE MANAGEMENT
“Review 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.”
8. PEER FUND BENCHMARKING
“Analyze competitor funds by size, strategy, sector, performance, and recent fundraising activity. Build a benchmarking deck for positioning against peers.”
#privateequity #exceltips
@wallstwardrobe
