To add to your specific use case - you would add the criteria for investing to each investor (using standard sections) and if you have a lot of investors you could choose to have the different criteria (like amount raised or stage (seed Series A) as filter fields, but that is more of the matching process. The key is to create the automation that evaluates each company with a different amounts and types of information into a ‘single format’. The ai is actually very good at doing that.
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