VC Memo Assistant
This video demonstrates how to use the VC Memo Assistant template.
import logging
from gunicorn.app.base import BaseApplication
from app_init import app
# Import routes after app is created to avoid circular imports
import routes
# Setup logging
logging.basicConfig(level=logging.INFO)
logger = logging.getLogger(__name__)
class StandaloneApplication(BaseApplication):
def __init__(self, app, options=None):
self.application = app
self.options = options or {}
super().__init__()
def load_config(self):
# Apply configuration to Gunicorn
for key, value in self.options.items():
if key in self.cfg.settings and value is not None:
self.cfg.set(key.lower(), value)
def load(self):Frequently Asked Questions
Outreach Emails - Professional communications for connecting with startups, founders, and other investors The AI is trained to maintain institutional quality while adapting to your firm's specific style and requirements. Q3: Can the template be customized for different investment strategies or sectors?
Yes, the VC Memo Assistant can be adapted to different investment focuses. While the base template provides a professional foundation, you can customize the AI responses by modifying the generate_ai_response function in routes.py. The system learns from your team's interactions and can be fine-tuned to specific sectors like SaaS, hardware, or biotech.
Q4: How can I modify the conversation title generation to include specific investment criteria?
A: You can customize the title generation logic in the generate_conversation_title function. Here's an example that includes investment stage and sector:
python
def generate_conversation_title(message_content):
try:
result = llm(
prompt=f"""Generate a title including [STAGE] and [SECTOR] for: {message_content}
Example: 'Series A - FinTech Analytics Platform'""",
response_schema={
"type": "object",
"properties": {
"title": {
"type": "string",
"description": "Title with investment stage and sector"
}
},
"required": ["title"]
},
temperature=0.7
)
return result.get('title', 'New Investment Opportunity')
except Exception as e:
logger.error(f"Error generating title: {e}")
return 'New Investment Opportunity'
Q5: How can I implement custom message formatting for different types of content in the chat interface?
A: You can extend the message template to handle different content types by modifying the _message.html component. Here's an example that adds special formatting for investment thesis sections:
```html
```
Created: | Last Updated:
Here's a step-by-step guide for using the VC Memo Assistant template:
Introduction
The VC Memo Assistant is a professional chatbot application designed to help venture capital teams draft institutional-grade memos and outreach emails. It features a modern interface with team collaboration capabilities and AI-powered assistance.
Getting Started
- Click "Start with this Template" to begin using the VC Memo Assistant template
- This will load the template into your Lazy Builder interface
Test the Application
- Click the "Test" button to deploy the application
- The Lazy CLI will provide you with a dedicated server link to access your VC Memo Assistant instance
Using the Application
Once deployed, you can use the VC Memo Assistant through its intuitive interface:
- Landing Page
- Access the main features through the "Get Started" button
-
Choose between drafting a VC memo or outreach email
-
Dashboard Features
- Create new conversations using the "New Chat" button
- View conversation history in the sidebar
- Switch between different conversations
-
Collaborate with team members on drafts
-
Composing Content
- Type your message in the input field at the bottom
- The AI assistant will help generate professional-grade content
- Supports both memo drafting and email composition
-
View AI responses in a chat-style interface
-
User Management
- Access your profile through the sidebar
- View team member contributions
- Logout option available in the sidebar
The interface is designed to be intuitive and user-friendly, with clear separation between AI-generated content and user input. The application automatically saves all conversations and allows for easy navigation between different drafts.
The AI assistant is specifically trained to help create institutional-quality VC communication, whether you're drafting investment memos or crafting outreach emails to potential portfolio companies.
Template Benefits
- Streamlined VC Communication
- Automates the creation of professional investment memos and outreach emails
- Maintains consistent institutional-quality standards across all team communications
-
Reduces time spent on drafting and formatting documents
-
Team Collaboration Enhancement
- Built-in sharing capabilities for investment team members
- Centralized conversation history and document storage
-
Real-time collaboration features for memo refinement and review
-
Professional Template Library
- Pre-built templates following industry best practices
- Standardized formats for investment memos and emails
-
Ensures consistency in firm-wide communications
-
AI-Powered Assistance
- Intelligent content generation for investment theses
- Context-aware responses based on previous conversations
-
Automated title generation and content organization
-
Enterprise-Grade Security & Management
- Secure user authentication system
- Organized conversation management and archiving
- Scalable database structure for growing teams and content
Technologies
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