From Inbox to Term Sheet: Saving Time for Better Investment Decisions
16.06.2025
How venture capital (VC) and private equity (PE) firms can leverage 25Genius AI to cut down admin time and focus on deals
Challenges of the Modern Deal Flow
In today’s saturated market, where the success line between a small tech team of three and a decades-old pest control enterprise is growing increasingly blurry, venture capitalists and private equity firms are under strain to invest in the few businesses that will blow their alpha.
A typical early-stage VC partner wades through roughly 6,200 cold emails a month, vastly with unsolicited pitches and essay-long introductions. Processing about 200 such emails daily consumes hours: mostly they end up discarded or ignored altogether. While partners have certainly developed the ability to analyse cold emails in 15 seconds each, a persistent fear of missing out on the next breakout company always remains in the background of daily hurdles.
After four weeks, once the NDA is signed and formal due diligence begins, VCs must dig through a mountain of pitch decks, spreadsheets, and legal drafts to craft a term sheet that works for both sides. Even an early-stage round can involve thirty documents, each up to twenty pages. Hunting for key details, flagging inconsistencies, and keeping versions straight is a long, exhausting task: made harder by the steady stream of new opportunities waiting in the queue.
And that’s before the deal even reaches the boardroom. With slide decks, spreadsheets, and draft agreements scattered across multiple folders, partners often get what feels like brain cramps trying to present a clear, legitimate narrative. This, again, just like in cold outreach, paints an insufficient picture of the company, which may lead to wrongful realization that the investment opportunity is not worth it.
Turning Data Chaos into Clarity
If all this sounds familiar, we have good news: 25Genius AI is designed, and constantly evolving, to counter these issues. It unifies your Drive into a single AI-powered workspace that can surface, summarize, and format the exact information you need on demand. It can summarize essential data in a custom layout after just one prompt that the AI will remember for other similar requests. For example, you can write:
When asked for a summary of a company for a board meeting, where I will need to discuss due diligence, give me the information in the following format:
"
Company name
Founding team and key hires: roles, backgrounds, responsibilities, open positions, retention risks
Deal overview: round size, target close date, valuation expectations, lead investor status
Corporate and cap table snapshot: current share classes, option pool, SAFEs/notes, major investors, board composition
…
"
and so on.
Regardless of the stage in due diligence, 25Genius AI keeps its head cool and generates you all the essential bullet points in a matter of seconds.
Find Information in a Heartbeat
Our product also slashes information search time. What once took two hours a day, simply hunting for a single data point, now happens in seconds. 25Genius AI instantly finds what you are after even in the messy Docs, PDFs with meaningless names (aka 5890870FEB2024.pdf), text errors, files in the wrong folder. Thus, instead of getting lost in endless directories in your workspace, you stay focused on what is most important: your deals.
Identify High-Potential Cold Pitches without Opening Inbox
While the current release already saves thousands of hours during a busy M&A season, we are working on advancing your workflows so you spend time only on high-value analysis. An upcoming update of 25Genius AI will extend the search Action to your inbox for the requested information. You will be able to ask,
“List every cold outreach email that mentions Future of Work and early traction from this week. Summarize each and compare the products with what we currently have in our pipeline.”
This way, you will minimize the time of every partner’s “cold shower:” delegate the evaluation of cold outreach to 25Genius AI, which highlights pitches aligned with your investment thesis and produces a comparative table against your current portfolio by instantly revealing overlaps, prior similar investments, and potential conflicts of interest.
Update Deals, Documents, and Notifications with a Single Command
You will also streamline customer relationship management and pipeline updates from the same interface. With a single request, you can move a deal to the next stage, attach the latest documents, and notify partners and analysts - all in one step. Absent 25Genius AI, an investor may keep half a dozen applications open, switching tabs roughly 1,200 times a day. This Action removes that friction, eliminating the stress and wasted minutes that come with constant log-ins and tab shuffling.
Final Words
The installation is simple: connect your data sources and 25Genius AI is ready to work immediately. Even at the current age, thousands of VC and PE teams still dig through files and systems every day, slowing decisions and reducing impact. We invite you to change that: link your data and watch 25Genius AI streamline the workflow from day one.