Aurora AI is trained on two decades of fundraising knowledge, full access to the internet, and personalized to your Finta information including your deal and CRM. You can utilize Aurora AI to research investors which will then create an investor summary for you.
How to Research Investors Using Aurora AI
Navigate to the Investor CRM. Click on the research button which can be found next to each investor's name.
Click "Research Investor" and Aurora will research the investor and provide you with a summary to improve personalization.
Click on the investor's profile once Aurora has finished researching the contact. Toggle over to "Finta AI" to review the investor summary.
After Aurora has researched the contact, the research button will turn from gray to green. Click on the button to ask Aurora any further questions about the investor.
