PR1SM.AI

A focused proposal for Florida Funders

Your live data.
Your hardest questions.
A clearer way forward.

Choose one or two use cases taking too much of your team’s time. Let’s implement PR1SM.AI to solve them.

Bring the portfolio question, reporting task or follow-up workflow you want to get ahead of. We’ll work with your authorized live data and build around the outcome that matters to your team.

Discuss your live-data implementation

Start with a focused 20-minute working session.

The cost of waiting is lost time to act

The signal may be there.
Can your team see it soon enough?

A change in cash runway. A company missing its plan. A promising opportunity awaiting follow-up. Information becomes more useful when your team can connect it while there is still time to respond.

Choose what matters to Florida Funders

Start with your bottleneck.

These are starting points for discussion. You choose the one or two use cases we implement first.

01 / Portfolio visibility

See where the story is changing.

Bring approved founder updates, financial reports and operating measures together to investigate growth, burn and cash runway.

“Which companies need a closer conversation this month?”

Measure: time to prepare a portfolio review and validate exceptions.

02 / Investment workflow

Keep the next action moving.

Scope a view of deal stages, outstanding diligence requests and follow-up ownership using your authorized deal information.

“Which opportunities are waiting on us, and what is missing?”

Measure: time spent assembling deal status and aging of follow-ups.

03 / Reporting & founder support

Spend more time on the conversation.

Prepare source-linked review material and identify founder requests requiring attention, with your team reviewing outputs before use.

“What changed since our last review, and where can we help?”

Measure: preparation time, correction rate and completion of agreed actions.

A real implementation

Live data.
Defined scope.
Measurable value.

We would like to implement this for you using your own authorized live data—not mock, synthetic or test data.

Start with the minimum information needed for your selected use cases. Together, we agree access, source availability, definitions and refresh frequency before connecting anything.

We validate outputs with your team, establish a baseline and measure whether the implementation saves time and improves visibility. Broader rollout follows demonstrated value.

From your question to a working solution

A practical path to implementation.

01

Choose one or two use cases

Identify what consumes time today, who owns the process and what a better outcome looks like.

02

Agree live-data access

Confirm approved sources, company permissions, access boundaries and a useful initial scope.

03

Build and validate

Implement the agreed workflows and verify answers against source records with your team.

04

Measure and expand

Compare results with the baseline. Decide what to refine and where further implementation would add value.

A note from Ajay

“I’d like us to take one or two questions your team is spending too much time on and implement PR1SM.AI specifically to help solve them. Your business, your live data and a result we can measure together.”

Ajay Patel
Founder, PRI Global & PR1SM.AI

Before we begin

Clear expectations.

Is this already connected to our portfolio?

No. This is a tailored proposal. Live connections begin only after Florida Funders and any relevant portfolio company authorize access and agree scope.

Do we need to replace our existing systems?

We start by assessing the tools, reports and approved data sources you already use. Connection options and available information determine the first implementation.

How will you protect sensitive information?

We agree hosting, access controls, permitted users, company-level boundaries and retention requirements before implementation. Access should be limited to the information needed for the chosen use cases.

What are the timing and commercial terms?

We define milestones and pricing after reviewing the use cases, access requirements and source quality. The initial conversation is to establish a practical scope; no fixed savings or investment returns are promised.

Will PR1SM.AI make investment decisions or send messages?

Your team retains investment judgment. Any external messages, write-back or automated actions require an explicitly agreed workflow and authorization.

Let’s reconnect

Bring the question you wish
you could answer faster.

Give us 20 minutes and one or two use cases. Let’s agree how PR1SM.AI could implement a solution using your authorized live data.

Discuss our use cases

Opens the request form. Please describe the workflow only; do not include confidential portfolio records.