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AI Solutions Implementation for Investment Platform
Summary

Distinct Cloud Labs collaborated with Angels Den Funding, a premier angel-led investment platform, to automate their complex investment deal lifecycle. From initial application through due diligence and funding decisions, our AI-driven solution seamlessly integrated with their existing CRM to reduce manual overhead, increase processing accuracy, and provide real-time transparency into deal tracking.

Business Impact
  • Faster Processing: Reduced investment application processing time significantly.

  • Consistency Gains: Due diligence outcomes became more reliable and uniform.

  • Transparent Workflows: Stakeholders gained full visibility into every stage of the investment pipeline.

  • Timely Delivery: Project was completed on schedule, with high responsiveness to feedback.

  • Proactive Partnership: The team’s AI expertise and hands-on collaboration added immense value.

Tech challenges

Automating a nuanced, multi-stage investment workflow required building intelligent systems that could not only evaluate structured and unstructured data, but also align with stringent compliance standards. Ensuring seamless CRM integration and stakeholder visibility added to the complexity.

Timelines
1

3 Weeks

AI Workflow Automation

Implemented AI models to automate application triage and due diligence evaluation.

2

2 Weeks

CRM Integration

Integrated AI-driven workflow with the client’s CRM to ensure seamless data flow and task automation.

3

4 Weeks

Testing, Optimization & Launch

Conducted QA testing, iterative feedback rounds, and optimized the system for real-time tracking and auditability.

Case Study Info

  • Industry:
    FinTech / Investment
  • Stack:
    Python, Machine Learning (NLP/Classification Models), CRM API Integrations (e.g., Salesforce), React.js, Node.js, AWS, MongoDB

Highlights

  • AI-Driven Investment Workflow Automation
  • Enhanced Accuracy & Reduced Processing Time
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