Generating Deal Analysis
Fund Flow's AI Assistant helps you write professional, data-driven investment descriptions in seconds.
Prerequisites
- A Deal must be created with basic financial data (Purchase Price, Renovation Budget, ARV).
- The AI Assistant feature must be enabled in your Organization Settings.
The Workflow
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Open Deal Description Navigate to the Description tab of any active deal.
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Generate Draft Click the ✨ Generate with AI button.
The system uses your financial inputs (IRR, Equity Multiple, Term) to craft a narrative that highlights the strengths of the deal.
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Review and Edit The AI will produce a draft including:
- Investment Summary: High-level overview.
- Financial Highlights: Key metrics explained.
- Location Analysis: Context based on the property address.
You can edit any part of the text before saving.
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Regenerate (Optional) If the tone isn't right, you can click Regenerate and select a different style (e.g., "Conservative", "Aggressive", "Balanced").
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Save Once satisfied, click Apply to Deal to populate the description field, then Save Changes.