Most deal teams don't need an AI strategy. They need their Tuesday back.
The work that eats the week is rarely the work that wins deals. It's the copying, checking and chasing around it. Here are the five jobs we'd hand to AI first, in the order we'd do it.
1. Keeping the contact list clean
Contacts live in three inboxes, an old CRM, a spreadsheet and a stack of business cards. AI can pull them into one place, remove the duplicates, verify the emails and tag each person by what they invest in. Everything else on this list depends on this one, so it goes first.
2. Matching deals to investors
When a deal lands, someone usually scrolls a list and works from memory. With clean data, AI reads the deal's criteria (sector, size, geography) and returns a ranked list of who fits. The partner approves or drops names. Five minutes instead of an afternoon.
3. First drafts of outreach
A personal note per person, drafted from the partner's own mailbox, with the teaser attached. Nothing goes out until a person has read it. The partner's voice stays; the typing goes.
4. Logging what happened
Every send, reply, pass and "maybe later", logged against the deal and the person. No more "did anyone follow up with them?" in the Monday meeting.
5. Research on new names
Background on a company or an investor before the first call: what they've done, who's who, anything recent worth knowing. Ten minutes of tab-hopping, done before you sit down.
What we leave alone
The relationship itself. The judgment calls. The price. AI does the legwork; people decide.
For EAS Advisors, the first four of these gave back more than 20 hours a week across the managing director and associate. You don't need all five at once. Start with one, prove it, then add the next.