AI-Powered Investing — 3i × TenEx

Today's Agenda

60 Minutes to a Fully
Configured AI Co-Analyst

The Landscape & The Opportunity Where AI is and what fluency looks like

Screen a Deal from Open to Memo Hands-on with a real pitch deck

Configure Your AI Co-Analyst Plugin, customization, scheduled scans

Close & What's Next Recap, Q&A, Next Sessions

Section 01

The Landscape &
The Opportunity

Where We Are in AI

The Capability Curve

10,000× increase in capability in 7 years. AI went from 4-second tasks to 10+ hour autonomous work.

The Stakes

The K-Curve: AI Fluency Creates a Value Gap

AI Fluency

The Genius Intern

Brilliant. Eager. Knows nothing about your firm — yet.

PILLAR 01

The Leash of Trust

Start short. Verify everything. As the intern earns trust, lengthen the leash and let them run.

PILLAR 02

Killer Onboarding

Hand them your context: thesis, benchmarks, past memos, tools. Treat AI like a new analyst on day one.

PILLAR 03

Process Mine

Watch what you do every day. Every repeated task is a candidate for the intern. The job is to find them.

The Path Forward

The AI Automation Spectrum

In Practice

Deal Screening Across the Spectrum

Same workflow. Four levels of AI leverage. The human's job changes at every step.

HUMAN-DRIVEN

AUTONOMOUS

LEVEL 01

Fully Human

Human: reads every CIM cover-to-cover, keys data into the tracker, Googles founders & comps, drafts every memo in Word.
AI: none.

TIME / DEAL

45 min – 5 hrs

CAPACITY

~1,000 deals / yr

HUMAN IS THE

Producer

LEVEL 02

AI-Light

Human: decides which deals to run, reads decks with the summary as a map, adds judgment, edits the memo.
AI: extracts financials, lists risks, drafts memo & pass emails when invoked.

TIME / DEAL

15 min – 2 hrs

CAPACITY

~1,500 deals / yr

HUMAN IS THE

Orchestrator

LEVEL 03

AI-Heavy

Human: verifies flagged items, stress-tests assumptions, overrides ~20% of calls, makes the judgment.
AI: parses CIMs on arrival, pulls comps & prior history, writes the draft memo, updates the tracker.

TIME / DEAL

5 – 45 min

CAPACITY

~2,000 deals / yr

HUMAN IS THE

Editor & Judge

LEVEL 04

Autonomous Agent

Human: weighs in on low-confidence deals, holds authority on LOIs, budget, and final IC decisions.
AI: ingests from every source, auto-passes 60–70%, books intro calls, reopens passes when news hits.

TIME / DEAL

0 – 15 min

CAPACITY

~5,000 deals / yr

HUMAN IS THE

Exception Handler

5× the deal volume, same headcount — and dramatically better attention on the deals that actually matter.

What We're Building Today

One Deal, Ten Steps, Fully Configured

CORE WORKFLOW

Set Up Your Workspace & Data Room

Upload Deck & 60-Second Read

Research the Market

Produce a Screening Memo

Turn Your Process Into a Skill

Install the Deal Analyst Plugin

Re-Run the Screen

EXPERT / BONUS

Connect Your Tools

Set Up a Scheduled Scan

Hard Mode Extensions

Step 3 · Research the market

"Research the competitive landscape for this company. Who are the main competitors, what's been funded recently in this space, and how big is the addressable market?"

This is the difference between a chatbot and a co-analyst — it goes out and finds context you don't have.

Step 6

Install the 3i Deal Analyst Plugin

A plugin is the analyst's training. Skills are the jobs you hand them.

Deal Screening

"What has to be true for 5-10×?" Stress-tests against benchmarks and red flags.

Investment Memo

IC-ready write-up with calibrated metrics, bear case, diligence questions.

Portfolio Monitor

Quarterly report analysis, board prep, LP reporting.

Install link in chat — one click

Key Concept

What's a Skill?

WITHOUT A SKILL

You walk the intern through it every single time:

"First read the deck..."

"Now pull out the metrics..."

"Research the market..."

"Write it up in this format..."

Re-explain the process from scratch. Every. Time.

WITH A SKILL

You hand the intern a one-page playbook:

          "Screen this deal."
        

They know the steps, the format, the benchmarks, the standards. One command, full workflow.

📄

Persistent

Lives in your project, works across sessions

🔁

Reusable

One command triggers the whole workflow

✏️

Editable

Refine the playbook over time

🤝

Shareable

Hand it to a colleague, same process

A skill is a written playbook — you teach the process once, then invoke it forever.

Key Concept

Skill vs. Plugin

SKILL

A checklist for one job

Step-by-step instructions your AI follows to complete a specific task. You built one in Step 5.

INTERN ANALOGY

"Here's the SOP for screening a deal — follow these steps."

EXAMPLES

Screen this deal

Write an IC memo

Monitor the portfolio

PLUGIN

The full onboarding package

Identity, domain knowledge, benchmarks, and standards — plus every skill bundled together.

INTERN ANALOGY

"Here's everything about how we do things at this firm — the benchmarks, the frameworks, and every SOP."

WHAT'S INSIDE

Analyst identity & role

Benchmark data & deal archetypes

All your skills, bundled & connected

A skill is one job. A plugin is the whole analyst — trained, opinionated, and ready to run any job you give it.

Under the Hood

What the 3i Deal Analyst Plugin is

INPUTS

Pitch decks · CIMs · Financials · Data rooms

→

THE PLUGIN

3i Deal Analyst

3 specialized skills · grounded in your materials + live research

→

OUTPUTS

Screening memos · IC write-ups · Board prep · LP reports

SKILL 01

Deal Screening

First-look evaluation from a pitch deck or CIM.

YOU SAY

"Screen this deal."

YOU GET

Bull/bear case · key metrics · risk flags · go/no-go

SKILL 02

Investment Memo

Full IC-ready write-up after initial screening.

YOU SAY

"Write an investment memo."

YOU GET

Exec summary · market & financials · valuation · risks

SKILL 03

Portfolio Monitor

Ongoing tracking of companies in the portfolio.

YOU SAY

"Prep me for the board meeting."

YOU GET

Traffic-light dashboard · variance · LP-ready summaries

DEAL LIFECYCLE COVERAGE

SOURCING & SCREENING

DILIGENCE & IC

HOLD & REPORTING

Making It Yours

Three Ways to Customize

EASIEST

Memory

Tell Cowork about yourself. "I focus on Series B SaaS, check size $5-25M." It remembers.

MODERATE

Edit Skills

Every skill is a markdown file. Change the scoring, swap in your own benchmarks.

ADVANCED

Add Skills

New folder, new SKILL.md, it just works. LP reporting, co-investment analysis — anything.

Step 7 — The Payoff

Same Deck. Same Question.
Radically Different Output.

BEFORE

✗ Generic summary

✗ Surface-level metrics

✗ Vague risk assessment

✗ No benchmarks

✗ No next steps

AFTER (PLUGIN)

✓ Thesis-led analysis

✓ Stage-calibrated benchmarks

✓ Steel-manned bear case

✓ Deal archetype matching

✓ Diligence questions

HARD MODE

Want to Push Further?

Financial Deep-Dive

Upload the financials. Build a revenue bridge, flag bad metrics, create a model.

Competitive Teardown

Positioning map — who's winning, where's the moat, where are they vulnerable?

Counter-Memo

Write the bear case. Why should this be a pass? Specific evidence.

LP-Ready Summary

Reformat as a 1-page LP co-investment summary. Different audience, different tone.

Step 8

Scheduled Tasks for Your AI Analyst

Task	Frequency	Description
Portfolio News Scan	Daily	Scans news, SEC filings, and funding rounds for portfolio companies; drops a summary in your Deal Pipeline folder.
Competitor Tracker	Weekly	Monitors competitor moves, new entrants, and market shifts across your focus sectors.
LP Report Draft	Monthly	Pulls portfolio KPIs and drafts a structured LP update with highlights, risks, and follow-on notes.
Deal Pipeline Digest	Weekly	Summarizes new inbound deals, flags those matching your thesis, and ranks by fit score.
Board Prep Package	Quarterly	Compiles financials, KPIs, and talking points for each portfolio company board meeting.
Market Thesis Review	Monthly	Stress-tests your investment thesis against latest market data, macro trends, and portfolio performance.

What You Just Built

One Hour Ago, You Had None of This

A Deal Pipeline project

A connected workspace

Your tools wired in

An investor-grade plugin

A screening memo on your machine

A scheduled task running weekly

That's real infrastructure — not just knowledge.

The 3-Session Arc

What's Next

TODAY

Primer: AI as Your Co-Analyst

Set up, screen a deal, configure your toolkit

Workshop 1: Deep Diligence

Bring your own deal — full memo, model interrogation, diligence Qs

FINAL

Workshop 2: Portfolio Operations

Monitoring, board prep, LP reporting