Generate concise summaries of portfolio company activity, performance, and market context in seconds.
The Board Meeting Preparation Assistant helps you quickly prepare for investor and board discussions by generating a concise overview of a portfolio company’s activity within the selected time period. It automatically pulls together updates from reporting metrics, reports, internal investment manager notes and competitive insights.
1. Go to the AI TOOLBELT in the top menu of Rundit and select Board Meeting Preparation.
2. Select the company, time period, and data sources in Rundit that you want to use to prepare and summarize the board meeting materials. When ready, choose Generate to proceed to the preview.
3. Review the results. To save the generated materials, you can either download the text as a PDF or copy it to the clipboard. Please note that clicking DONE does not automatically save the results in Rundit. If you wish to keep the information in Rundit, copy the text and add it to the company’s internal notes under the notes/comments tab in the company profile.