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AI Copilot
A context-aware AI assistant that understands your company data and helps you with strategy, writing, and analysis.
Opening the Copilot
Click 'AI Copilot' in the sidebar to open the full-page chat, or click the floating Copilot widget (blue circle) in the bottom-right corner of any dashboard page.
The full-page chat gives you more space for longer conversations. The floating widget is useful for quick questions while working in another tool.
What the Copilot knows
The Copilot has access to your Company Brain, latest metrics, milestone status, pipeline data, and Data Room structure. It uses this context to give specific, personalized advice rather than generic responses.
For example, asking 'How should I prepare for my next fundraise?' will produce an answer that references your actual revenue, burn rate, and Data Room completeness.
Suggested prompts
When you first open the Copilot, you will see 6 suggested prompt cards. These change based on your stage and recent activity. Common suggestions include:
'Review my fundraising readiness'
'Draft an investor update based on my latest metrics'
'Identify gaps in my Data Room'
'Suggest milestones for my current stage'
Click any card to start a conversation with that prompt, or type your own question.
Tips for better results
Be specific. Instead of 'Help me with my pitch', try 'Write a 2-sentence value proposition for my Series A deck based on my Company Brain data'.
The Copilot works best when your Company Brain and Metrics Store are up to date. Missing data means less context for the AI to work with.
Conversations are not saved between sessions. If you need to reference a Copilot output later, copy it before leaving the page.
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