Discover AI Insight's New Streamlined Program Review Process

Discover AI Insight's New Streamlined Program Review Process

Table of Contents:

1. Introduction
2. AI Insights: New Program Review Process 2.1 Streamline and Review Process 2.2 Executive Summary 2.3 Benefits of the New Process
3. The Dashboard: A Closer Look 3.1 Alternative Investments Section 3.2 Google-like Search Bar 3.3 Navigating Different Reports
4. The Executive Summary: Enhanced Information 4.1 Investment Objectives 4.2 Third-Party Due Diligence Reports 4.3 Portfolio Information 4.4 Sponsor Overview
5. Other Reports and Educational Modules 5.1 Performance Summary 5.2 Industry Reports 5.3 Comparative Reports 5.4 Education Modules
6. Conclusion
7. Frequently Asked Questions (FAQs)

👉 Introduction

Welcome to our webinar today! In this session, we will be discussing AI Insights' new one-click program review process. This process has been designed to make it easier and faster for you to find and compare alternative investment programs. We have also enhanced the AI Insight executive summary to include more information and make it easier to read. We are excited to show you how it all works, so let's dive right in!

👉 AI Insights: New Program Review Process

2.1 Streamline and Review Process

The new streamline and review process allows users, including broker-dealers, financial advisors, and individual subscribers, to access information more efficiently with just a few clicks. No more wasting time navigating multiple pages or searching for specific reports. We understand that your time is valuable, and we want to make it as simple as possible for you to find the information you need.

2.2 Executive Summary

The executive summary is a crucial part of AI Insight, providing valuable information about investment programs and their sponsors or managers. We have recently revised the executive summary to make it even more comprehensive and user-friendly. Now it serves as an introduction and fact sheet, giving you a quick overview of the program and its key details.

2.3 Benefits of the New Process

The new program review process and enhanced executive summary offer several benefits to users. Here are a few advantages:

• Quick Access: With the streamlined process, you can access all the information you need in just a few clicks. No more wasting time searching for specific reports or navigating through complex menus.

• Comprehensive Information: The executive summary now provides a comprehensive overview of both the investment program and the sponsor/entity. You'll have access to key data points, including investment objectives, third-party due diligence reports, portfolio information, and sponsor details.

• Interactive Reports: Despite the streamlined process, our reports remain interactive. You can still dive deep into the data, change different parameters, and explore various aspects of the program's performance and characteristics.

👉 The Dashboard: A Closer Look

3.1 Alternative Investments Section

When you log into the AI Insight platform, you will Notice a new section called "Alternative Investments" on your dashboard. This section provides a list of active, open programs that you can explore. You can use filters to narrow down your search based on investment objectives and sectors.

3.2 Google-like Search Bar

To make navigation even easier, we have added a Google-like search bar. You can simply type in the name of the program or any keyword related to it, and the platform will display the Relevant results. This makes it incredibly convenient to find specific programs quickly.

3.3 Navigating Different Reports

The dashboard allows you to access various reports and documents related to each investment program. By clicking on the respective icons or links, you can explore program summaries, executive summaries, performance summaries, industry reports, comparative reports, and educational modules. Each report provides valuable insights into the program's details, performance, and other relevant information.

👉 The Executive Summary: Enhanced Information

4.1 Investment Objectives

The executive summary now includes a clear and concise investment objective section. Instead of lengthy paragraphs, we have categorized each program's primary investment objective to provide a more easily understandable overview.

4.2 Third-Party Due Diligence Reports

We understand the importance of third-party due diligence in evaluating investment programs. That's why we have included a section in the executive summary to highlight the availability of third-party reports. If a report exists for the program you are reviewing, you will find it listed here.

4.3 Portfolio Information

The executive summary also provides key portfolio information, giving you a snapshot of the program's investment focus, location, leverage, and other relevant details. The summary outlines the investment types and indicates any potential style drifts, helping you quickly assess the program's suitability for your clients.

4.4 Sponsor Overview

In addition to program-specific information, the executive summary includes a comprehensive sponsor overview. It provides a summary of the sponsor/entity's historical programs, litigation information, wholesaler map, and contact details. This gives you a holistic view of the sponsor's track Record and helps in evaluating their credibility.

👉 Other Reports and Educational Modules

5.1 Performance Summary

The performance summary report offers detailed financial metrics and qualitative information about the program's performance. It includes qualitative notes, financial statements, and other relevant data points that provide a comprehensive understanding of the program's financial health.

5.2 Industry Reports

For those interested in industry trends and comparisons, the AI Insight platform offers industry reports. These reports aggregate financial data from various programs within an industry segment, allowing you to examine performance benchmarks and gain insights into specific sectors.

5.3 Comparative Reports

AI Insight's comparative reports provide a side-by-side comparison of similar programs. By selecting specific criteria, you can customize the report to meet your specific needs and evaluate programs based on specific parameters such as performance, fees, or investment focus.

5.4 Education Modules

AI Insight offers educational modules to help you stay informed and expand your knowledge about alternative investments. These modules cover various topics such as regulatory updates, industry trends, and investment strategies. Completing these modules can assist you in fulfilling any regulatory requirements and staying ahead in the ever-changing landscape of the alternative investment industry.

👉 Conclusion

The new one-click program review process and enhanced executive summary offered by AI Insight aim to streamline your due diligence process and provide you with comprehensive and easily accessible information about alternative investment programs. We encourage you to explore the features and functionalities of the platform, provide feedback, and leverage our customer care team for any assistance you may need. We appreciate your support and look forward to continuously improving your experience with AI Insight.

🎉 Highlights:

• AI Insights introduces a one-click program review process for faster and easier access to alternative investment programs.
• The executive summary has been enhanced to provide a comprehensive overview of investment programs and sponsors.
• The platform offers a streamlined dashboard with a powerful search bar for quick navigation.
• Users can access a wide range of reports, including program summaries, performance summaries, industry reports, and educational modules.
• The new features and functionalities aim to simplify due diligence and provide valuable insights for investment decision-making.

FAQs:

Q: Can I still navigate the platform using the existing icons and menus? A: Yes, all the previous icons and menus are still available for navigation. The new one-click program review process and enhanced executive summary are additional features designed to provide easier access to information.

Q: Are the reports interactive? A: Yes, despite the streamlined process, all the reports remain fully interactive. You can still change parameters, explore different data points, and customize the reports according to your needs.

Q: How can I access third-party due diligence reports? A: The executive summary now includes information about the availability of third-party due diligence reports. If a report exists for a specific program, it will be listed in the executive summary.

Q: What educational modules are available? A: AI Insight offers a variety of educational modules covering regulatory updates, industry trends, and investment strategies. These modules can help you fulfill regulatory requirements and expand your knowledge in the alternative investment field.