Use Case | ToltIQ Feature |
IC Memo Draft | Chats |
CIM Analysis | Chats |
CIM Comparison | Chats (5 or less CIMs) Bulk Query (more than 5 CIMs) |
Contract Extraction | Bulk Query |
VDR Analysis | Launchpad (general overview) Chats (more specific) |
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Data Cleanup or Extraction from Excel/CSV File | Data Chats |
Portfolio Monitoring | Bulk Query |
Red Team Analysis | Chats |
Competitive Landscape Analysis | Chats |
Expert Network Call Summary or Question Generation | Chats |
Management Team Questions | Chats |
Market/Industry Research | Quick Chats (with Web) |
Chart generation (from Excel/CSV files) | Data Chats |
Excel, PDF, PNG Creation (from Excel/CSV files) | Data Chats |
Credit Agreement Term Extraction | Bulk Query |
Summarize key points of document | Summaries |
Investment Criteria | Chats |
Use Case Features
Quick reference table matching common investment analysis tasks with the appropriate ToltIQ features, from IC memo drafting and CIM analysis to portfolio monitoring, data extraction, and document summarization across various deal workflows.
Written by Christa Jagnanan
Updated over 3 months ago