5 Comments
 

Are you asking for people’s permission to record them? Is your firm OK with you feeding ChatGPT with potential confidential and/or proprietary information? Good luck to you, your career might be short, so many potential wrong things here…

These AI tools will be great down the line (in 6 weeks / months / years, who knows), but with no proper regulation in place right now, I would be very careful…

 
Funniest
Whatsupdog

Are you asking for people's permission to record them? Is your firm OK with you feeding ChatGPT with potential confidential and/or proprietary information? Good luck to you, your career might be short, so many potential wrong things here…

These AI tools will be great down the line (in 6 weeks / months / years, who knows), but with no proper regulation in place right now, I would be very careful…

Memeishly afraid approach. Just make sure to anonymize anything you paste if sensitive lol. Chatgpt is a significant time saver 

 

If anyone is interested in AI for portfolio monitoring and value creation, feel free to check out what we're doing here at Planr. DM me here me access to some of our product videos.  

Some use cases our clients are using Planr AI for; 

  • Real-Time Portfolio Monitoring 
  • AI Insights & Analytics of Portco Performance
  • Revenue Prediction & Forecasting through AI
  • Bespoke KPI Mapping
  • Fund Performance and Reporting
  • Collation of all CRMs, ERPs, Excels, and reporting into one single view
  • One-click LP reporting
  • Automated ESG Data Collection, Analysis & Reporting
     
 

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