Workflows / Fundraising & investor reporting
Keep fund materials and investor updates in context.
Bring source documents, portfolio information, and previous communications together so the next report starts with the relevant working context.
Explore with our team01
Collect the reporting materials
Organize fund documents, portfolio updates, and prior reports in a shared project.
02
Develop the next version
Ask agents to summarize supplied updates and help revise workbooks, narratives, and presentations.
03
Prepare the communication
Review changes, compare document versions, and draft the accompanying investor email.
The tools behind the work
Search & researchAgentic retrieval across files and connected knowledge.Files & projectsShared files, people, and context in one place.Create & editWork on documents, spreadsheets, and presentations.Agents & appsSpecialized agents and tools for your work.CompareSee what changed between document versions.Office add-insVesence in Word, Excel, PowerPoint, and Outlook.