Automated company data search powered by OpenAI Assistant

The process of finding investors for startups or business expansion is typically lengthy and complex. Attracting investment is a crucial aspect for any business, and it is highly beneficial for both parties if this process is streamlined. With the appropriate tools in place, the search for investors can be accelerated, more efficient, and significantly less stressful, enabling startups to connect with suitable partners at the optimal time.

This automation collects and organizes information about startups automatically using the Airtable and Open AI Assistant integration. It gathers the right data quickly, ensuring accuracy and consistency. By automating this process, it saves time, reduces mistakes, and allows teams to focus on more important tasks, like evaluating investments and working with founders. This helps make faster decisions and keeps the process running smoothly.

Automation process:

Startup submits a form with company details and a project PDF⮕

⮕Airtable and ChatGPT collect and analyze the information;

⮕the system checks if all required data is complete and updates the status if anything is missing, automatically generating an email with specific questions about the missing information to ensure the lead is fully qualified;

⮕an automatic email invitation is sent to the startup to schedule a call if all data is present;

⮕once the call is scheduled, the meeting details are logged in the database and team notifications are sent to ensure everyone is informed;

⮕efficient, and scalable workflow without manual intervention.

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Automation Process for Venture Capital Investments

• Receiving Leads: the process begins when a startup submits a form on the website, providing basic company details and uploading a PDF or presentation of their project. The form can be created using Jotform, FilloutForm, an internal Airtable form, or another platform of your choice. The submitted data is automatically recorded in Airtable in the required format, ensuring a streamlined, error-free process that saves time and reduces manual input, while facilitating faster venture capital investment decisions. This allows us to quickly gather initial information without needing manual input, saving time and reducing human error.

• Collecting and Analyzing Information: once the lead is received, Airtable and ChatGPT work together to collect and analyze the data. Open AI Assistant uses a custom integration to pull relevant information from Airtable and search for additional details about the startup, such as market fit or team background.. By automating this step, we ensure that all information is consistent and thorough, minimizing the risk of overlooking key details.

• Data Validation and Status Update: after collecting the necessary data, the system checks if all required fields are complete. If any information is missing, the status is updated to "Needs Additional Data," alerting the team to follow up with email, that contains missing fields to be filled in. This ensures no lead is overlooked and that we maintain a high-quality database of potential investments.

• Automatic Email Invitation: if all the information is complete, an automated email is sent to the startup founder using Airtable, Calendly, and Gmail integration. The email includes a prefilled Calendly link, allowing the recipient to choose a time that works best for the meeting, eliminating the need for back-and-forth emails. This flow streamlines communication, saving time, and ensures that both the investor and startup founder can find a mutually convenient time for the call, speeding up the process and improving scheduling efficiency.

• Scheduling and Team Notification: once the startup founder selects a time for the call, the system automatically adds this information to the database and notifies the team about the new meeting via a messaging platform like Slack, Teams, or WhatsApp. Automation ensures everyone stays up to date and no opportunities are missed. Team members can prepare for the call in advance, leading to more efficient and productive discussions.

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As a No-code company with deep expertise in automation and streamlined business processes, we specialize in creating solutions that eliminate manual tasks and accelerate workflows. Our team is equipped to deliver ready-made solutions tailored to your needs in just a few weeks. Whether you’re a startup looking to attract investment or an organization facilitating investor-startup connections, we can quickly turn your vision into a functional prototype, helping you move from concept to execution without delays.

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