A prioritized follow-up list and draft replies in the team’s voice.
From a list of AI ideas to tools the team uses every morning.
A shared roadmap became daily BD follow-ups, first-pass CIM summaries, and a repeatable workflow from portfolio spreadsheets to reporting decks.
First-pass CIM summaries in the format deal teams already use.
One workflow takes portfolio reporting from spreadsheet to finished deck.
THE STARTING POINT
Good ideas needed a practical path.
Internal AI workshops left Cogenuity Partners with dozens of ideas, but no clear way to turn them into useful tools. The next step was to organize the opportunities, decide what mattered most, and make the work actionable.
WHAT TAKITO DELIVEREDA roadmap that became daily work.
- 01
Build one shared roadmap
Takito organized the ideas into one roadmap across four workstreams, giving the firm a common view of the work.
- 02
Put a review process in place
A review process was established so new AI tools are vetted before anyone installs them.
- 03
Build the highest-value tools
Takito implemented the selected workflows for business development, deal work, and portfolio reporting.
- 04
Fit the team’s existing work
Draft replies reflect the BD team’s voice, CIM summaries follow the deal teams’ existing format, and portfolio reporting follows one repeatable workflow.
THE OUTCOME
Useful tools, inside the daily routine.
The BD team now starts each day with a prioritized follow-up list and draft replies in its own voice. Deal teams receive a first-pass CIM summary in the format they already use. Portfolio reporting moves from spreadsheet to finished deck through one repeatable workflow.