Hi folks,
I run a desk at an early-stage VC fund that helps our portfolio companies raise growth-stage rounds (we can’t invest at that stage ourselves). Think of it like an in-house investment bank, where we build relationships with such investors & pitch relevant companies to them.
To enable this, I manage an investor CRM entirely on Airtable. At high level, it tracks:
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Funds: Background, stage/sector preferences, cheque sizes, ability to price rounds
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Fund partners: Designation, email, LinkedIn, location
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Interactions: My meetings with investors + detailed minutes
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Introductions: Which funds we intro’d to which companies + post-intro feedback
The Interactions table contains rich meeting minutes where investors share views on many of our companies. It’s extremely valuable but subjective, so impossible to query in a structured way.
What I want: An internal “ChatGPT-over-Airtable” that can pull the right Interaction records and analyse the meeting notes to answer questions like:
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“Give me list of all investors we discussed Company X with, grouped by high/medium/low interest + 1–2 lines of reasoning”
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“What objections came up most often for Company Y?”
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“Summarise all investor feedback on Company X in a simple table.”
I tested it manually by filtering the relevant meetings, exporting them to Excel, and giving that to ChatGPT, which worked surprisingly well. But my bosses preferably want a fully integrated solution with minimal manual steps.
If anyone here has built something similar, or if there’s a consultant who has expertise, I'd love advice. Also open to alternative tools or methods that might suit this workflow better.
I've tried Airtable's Omni, but my experience has been poor. It failed on even basic retrieval, let alone analysis. :(
Thanks!
