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AI for investment committee preparation
Short answer
Before an investment committee, an AI agent sets the assumptions in the materials against the deal teams' answers, points out assumptions nobody has confirmed and writes the coordinator specific questions for the owners of each topic. The team prepares the assessment and the recommendation. The agent costs from €3,000 net at Syntalith and, with 40 pre-committee questions a month at 90 minutes each, pays back in 2.2 months.
How we workDetails ↓
- 01Call30 minutes with an engineer, free
- 02PrototypeA working system on your process and data, free
- 03ImplementationTarget and fixed price in the contract; 50% at signing
- 04Acceptance50% once the agreed target is met
- net per agent for one process, build paid once
- from €3,000
- from signing the contract to acceptance
- 6–16 weeks
- free prototype on your cases
- €0
We belong to the OpenAI and Anthropic partner programmes and learn through their official courses. What this means ↓
Author: Syntalith · 3 min read
Statistics
Finance and AI: statistics 2026
2.2 mo.
payback of a €3,000 agent with 40 pre-committee questions a month: €2,094 of work today, €741 with checking and the model. Scenario.
80%
According to Anthropic (2025), AI cut the time of financial analyst tasks, such as interpreting financial data, by an estimated 80%.
Source: Anthropic, Estimating AI productivity gains (2025) ↗
55.0%
According to Eurostat (2025), 55.0% of large EU enterprises with 250 or more employees used AI.
Source: Eurostat, Use of artificial intelligence in enterprises (2025) ↗
90%
According to the European Commission (2026), 90% of companies that use AI say people take the decisions, and 2% of decisions are fully automated.
Source: European Commission, Flash Eurobarometer on AI and algorithmic management (2026) ↗
14–56%
According to Anthropic (2025), controlled trials found smaller time savings, from 14% to 56%.
Source: Anthropic, Estimating AI productivity gains (2025) ↗
Figures checked: 22 October 2026
An assumption the talks have not yet confirmed
A company is preparing materials for a committee on an acquisition. The forecast assumes continued work with a key client after the current contract ends. The person leading the commercial side wrote in their last email that renewal talks are open. If nobody sets these two records side by side, the committee will see a forecast built on an assumption nobody has confirmed.
The agent shows the assumption and the team's answer side by side, with links to the sources. It proposes a message: „The forecast assumes continued work with the client after the contract ends. In your last reply you write that renewal talks are open. What arrangements can we describe in the materials?”. The coordinator checks and sends it. When there is no new arrangement, the materials describe the continued work as an assumption.
- Access only to the agreed materials and for the authorised team
- Every question tied to an assumption and a source
- A reply after a version is closed shown as later information
- A contact history: who received the question and what they answered
What it costs and when it pays back
- Today
- 40 pre-committee questions × 90 min = 60 h (€2,094)
- With the system, a person checks the output in 35% of the time
- €733
- Model, 3 calls per case, Claude Sonnet 5.5
- €8
- Cost of one case
- €52.35 today, €18.52 with the system
- Saving
- €1,353 a month
Payback of €3,000
2.2 months
The volume, the time and the checking share are the scenario's assumptions. €34.90 an hour is the EU average hourly labour cost for 2025 according to Eurostat. Model: 30,000 input and 1,500 output tokens per call at Anthropic's rates, converted at the ECB rate of 1.1205 USD per euro on 22 October 2026. The time covers finding the source of the assumption and the teams' answers and preparing the question.
The count covers the work around a case: searching, reading, writing and passing things on. What remains is the time to check the output, 35% of today's work in the scenario. Before the quote we measure both times on 20 to 100 cases the team has already handled, in a €0 test that takes 5 working days.
What reaches the committee table matters more than the hours. An assumption described as confirmed while talks are still open can change the valuation and the terms of the deal. That is why the trial also counts the assumptions the agent marked as unconfirmed and the team would not have checked.
When a shared list of questions is enough
If the team records answers and sources on tasks, start with your current tool. Microsoft describes syncing Loop task lists with Planner. Such a list is enough when the coordinator easily finds an answer and knows which assumption it refers to. An agent makes sense when assigning a task still leaves someone reading many threads and documents to find what is still open.
A few questions, one team
a shared list of questions with owners
no build
Tasks in Loop or Planner with sources
your current tool
licence
Many teams, dozens of assumptions, threads and documents
an agent that sets assumptions against answers
from €3,000
Where to start
The first scope covers the open questions of one team that coordinates committee materials. On the materials from the previous meeting we check whether the coordinator finds open questions faster than today. We build this as part of AI agents. For the free process review, a description of one case from recent weeks and the tools it ran through is enough. You do not need to send confidential documents, and you get a written plan within 2 working days.
Worked example · Scenario
How we count the payback: AI in finance
We run the same count for your team in the free process review.
€2,094
a month for preparing 20 reports
Payback: 1.7 mo.
3 hours to collect the data and prepare a report and checking in 15% of the old time are our assumptions. €34.90 an hour is the EU average hourly labour cost for 2025 according to Eurostat, for companies with 10 or more employees. Model cost: checking the commentary in our reporting system (about €0.0002) plus compiling the data (Claude Sonnet 5.5, about 30,000 + 2,000 tokens), at the ECB rate of 1.1205 USD per euro on 22 October 2026.
See the full calculation →
