Family Office client
AI Investment Flow for a Family Office
22 deals screened in 6 weeks, each with 4 AI assessments
A family office screened every deal by hand and tracked holdings in spreadsheets. In under 3 weeks I built an Airtable and Make system where AI assesses each deal at four points, from first teaser to follow-up questions. In its first 6 weeks it screened 22 deals with 88 AI assessments.
By Jin Longyu·Published
AIAutomationNo-code / Low-codeStrategy
ClientFamily Office client
WhenJul 2025
IndustryFamily Office
Illustrative mock-up with made-up data, modelled on the real system. Client data stays private.
88
AI assessments in the first 6 weeks
22
deals screened through one flow
<3
weeks from kickoff to live
The context
Slow screening
Every teaser and data pack read and summarized by hand.
No single picture
Holdings spread across entities and spreadsheets.
Paperwork from scratch
Standard documents drafted anew for every deal.
How I built it
AI at every stage
AI assesses the teaser, the NDA and the full data pack, then drafts follow-up questions.
Documents on demand
Offer letters generated as PDFs from the deal's data.
Weekly summaries
Progress meetings summarized by AI automatically.
People decide
AI prepares, the team approves every step.
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