VentureTech Capital receives hundreds of investment proposals every week. To manage this influx, the firm uses Deskhero's ticket management system. Each proposal is converted into a ticket, which is then assigned to an analyst for review.
Deskhero's AI capabilities come into play when analysts review proposals. The AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentation and scraped website data to find relevant content. This information is then sent through OpenAI's ChatGPT to generate suggested replies, significantly reducing the time analysts spend on each proposal.
The firm also uses Deskhero's knowledge base feature to store all its investment criteria, policies, and procedures. The AI capabilities are used to generate knowledge base articles from word, powerpoint, pdf files, making it easier for analysts to access the information they need.
VentureTech Capital has also benefited from Deskhero's custom fields feature. The firm has created custom fields for each ticket to capture specific information about each proposal, such as the startup's industry, stage, and funding needs. This structured data helps the firm quickly sort and filter proposals.
Overall, Deskhero's advanced AI capabilities have enabled VentureTech Capital to streamline its deal flow management process, improve its customer support, and make more informed investment decisions.
How does Deskhero's AI capabilities help in managing deal flow?
Deskhero's AI capabilities use OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to find relevant content. This information is then used to generate suggested replies, reducing the time spent on each proposal.
How does Deskhero's knowledge base feature assist in the investment process?
Deskhero's knowledge base feature stores all investment criteria, policies, and procedures. The AI capabilities generate knowledge base articles from various files, making it easier for analysts to access the information they need.
How does Deskhero's custom fields feature benefit the investment process?
The custom fields feature allows firms to capture specific information about each proposal, such as the startup's industry, stage, and funding needs. This structured data helps firms quickly sort and filter proposals.
* This article provides an example of how a fictive company in the Venture Capital Firms industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
