Introducing Rundit AI Tool: Supercharge VC’s Portfolio Management with AI-Powered Assistant

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Over the past decade, AI has evolved from experimental algorithms to essential business infrastructure, transforming how data is collected, analyzed, and acted upon. In investment management, this shift means fund managers can now replace hours of manual work with intelligent automation — without sacrificing accuracy.

With this in mind, we created the AI Toolbelt (Beta) to bring the latest AI capabilities directly into your portfolio management workflow. Rundit’s AI Toolbelt is your sidekick for automating tedious tasks and accelerating insights. By combining automation with context-specific intelligence, it empowers you to move from raw data to strategic action in minutes.

If you’re curious about how AI is shaping the future of industries like venture capital and private equity, this McKinsey article on AI adoption offers valuable insights into trends, opportunities, and challenges ahead.

Why use the AI Toolbelt?

Automate Routine Tasks: Quickly extract critical insights from emails, company data, and market content—no more manual copy-paste.
Enhance Data Accuracy: Reduce errors by relying on AI-powered extraction and aggregation from your own data in Rundit.
Save Time on Research: Instantly access company and founder details or prepare detailed board meeting summaries and competitive analyses.
Boost Productivity: Let your team focus on strategic moves, not repetitive admin.

Currently in Beta, the AI Toolbelt includes:

1. Email Data Extractor 📩

Fund managers often receive company updates in unstructured formats that require manual parsing and re-entry into spreadsheets. This tool eliminates the copy-paste grind, ensuring the data you need is instantly ready for reporting and analysis.

Investors can automatically pull key portfolio company metrics and KPIs from updates sent via email (currently from the email body and PDF attachment) and import them directly into Rundit. For the Excel attachment, stay tuned for the next update!

Quickly import monthly or quarterly metrics from founder update emails into your dashboard.

Minimize reporting delays caused by manual data handling.

Standardize incoming data for easier comparisons across portfolio companies.

Try an interactive feature demo

2. Company & Founder Information Search

Due diligence and ongoing monitoring require fast, reliable access to key facts — from basic company descriptions to founder bios and track records. This tool brings that data straight into your workflow without opening multiple browser tabs.

Investors can automatically search public sources to gather background information on companies and their founders, then import this information directly into Rundit.

Get up-to-date company profiles for investment committee discussions.

Access founder histories when preparing LP updates or pitches.

Maintain a current, centralised company database without manual research.

3. Automated Board Meeting Preparation

Board meeting prep is often a scramble to collect updates from multiple sources. This tool centralizes relevant information in seconds, making it easy to prepare comprehensive decks and review materials.

Investors can generate an AI-powered timeline of a company’s recent activities over a chosen time frame, aggregating data from news articles, blogs, competitive updates, and internal metrics from the Rundit platform.

Summarize a company’s last quarter for board presentations.

Quickly identify significant events (product launches, funding rounds, leadership changes) without sifting through dozens of articles.

Enhance board discussions with competitive and industry context alongside internal performance data.

How to Get Started with AI Toolbelt?

Access the AI Toolbelt right inside Rundit. Use its tools to automatically collect, analyze, and summarize the data you need for reporting, monitoring, and decision-making—all from a single platform.

Be a part of our AI journey!
We’re looking for feedback. Try the beta today, share your experience, and help us shape the future of portfolio management.

Integration with Current Rundit Offerings

Portfolio Management: AI-driven data extraction accelerates reporting and analysis.
Portfolio Monitoring: Automated company/news updates and founder data boost portfolio insights.
Fund Management: Easier access to key information enhances fund operations and decision-making.
Excel Add-In: Combine with the AI Toolbelt for a seamless, automated data workflow.

Note: As this is a beta feature, the team welcomes feedback and suggestions to further refine the AI Toolbelt, ensuring it adds meaningful value to your day-to-day work. Contact us at support@rundit.com.