About the startup
This FinTech startup offers an innovative platform designed by investors for founders, delivering in-depth reports to assess a startup’s investability and strengthen its pitch deck. Drawing on years of investment and entrepreneurial experience, the team provides actionable insights and tailored advice to help founders secure funding.
The Challenge
The startup’s service relied on human analysts manually reviewing pitch decks and financial data, a process that, while thorough, could take up to a week. They wanted to:
- Significantly reduce document review and report generation times.
- Maintain the accuracy and reliability of manual reviews.
- Integrate advanced AI into existing systems while ensuring scalability and security.
The Solution
The startup implemented Kalisa’s generative AI platform, which transformed its investment analysis workflow by automating key processes and integrating cutting-edge AI technologies.
Automating Document Analysis with Kalisa Workflows
Automating Document Analysis with Kalisa Workflows
Kalisa Workflows now process pitch decks and financial data far more efficiently. Key features include:
- Text and Vision AI Models: Pitch decks containing text, graphics, and screenshots are analysed using Kalisa’s text-based and vision-based AI. The vision model interprets charts, diagrams, and other visuals for a full understanding of the data.
- Financial Data Analysis: Complex financial data from spreadsheets is processed using Kalisa’s analytics AI, delivering precise and reliable insights.
- Workflow Automation: From document upload to report generation, the process is streamlined, cutting turnaround times dramatically.
Seamless System Integration with Kalisa APIs
The startup integrated Kalisa’s API into its existing software, maintaining its familiar workflows while gaining the benefits of advanced AI capabilities.
The Impact
With Kalisa, the startup achieved:
- Dramatic Efficiency Gains: Reduced analysis time from a week to under an hour, enabling faster client turnaround and increased capacity.
- Enhanced Accuracy: Leveraged Kalisa’s advanced Generative AI to maintain precision in document analysis, ensuring high-quality insights.
- Improved Scalability: The platform’s integration with existing systems allowed the startup to handle a higher volume of clients without compromising quality.
- Unparalleled Security: Kalisa’s secure generative AI platform ensures all client data is protected and never used to train AI models, providing peace of mind and compliance with stringent data privacy standards.
By partnering with Kalisa, the FinTech Startup has redefined its investment analysis process, delivering faster, more reliable insights to its clients while positioning itself as a leader in the industry.
