NEXTWIRE × Sofindev — Pre-Engagement AI Baseline

01 — About you

Who is answering?

So we can match patterns across the team when we read responses.

Your name

Your role at Sofindev

02 — How you use AI today

The baseline

A quick read on what is already in your workflow. Honest answers, not aspirational ones.

Q1

In the last 7 days, which AI tools did you actually open?

Select all that apply.

Q2

Roughly how many Claude conversations did you start in the last 7 days?

Q3

Of those, paste the share link to the one you found most useful.

If you cannot share a link, briefly describe the conversation in 1 to 2 sentences instead.

Q4

Have you used the Pre-Meeting Company Brief or Teaser Screening Note Skills in the last 30 days?

Select all that apply, then add detail.

Yes, Pre-Meeting Company Brief Yes, Teaser Screening Note I have opened them but not used them in real work I built my own version instead No

03 — Angle 1

A smarter investment process

How AI changes the way Sofindev sources, evaluates, and executes deals internally.

Q5

What is the most painful step in your current M&A workflow today, from sourcing to portco follow-up? What specifically eats your time?

Q6

Share a Skill, a Project, or a prompt template you have built or heavily modified yourself, together with an example of what it produced.

Paste both the prompt AND the output it generated (or a screenshot of each). The output tells me as much as the prompt does. Email it to Magali if that is easier. If you have not built one, just write "none yet."

Q7

One workflow you have thought about automating but have not. What is stopping you?

Q8

The last time you wished you had more time before an IC, what specifically did you not get to do?

04 — Angle 2

Looking at AI-native targets

How AI changes target evaluation, due diligence, and your investment thesis.

Q9

Describe the last target where AI fundamentally affected your thesis, positively or negatively. What was the question that decided it?

Q10

A sector you are worried about getting disrupted by AI but where Sofindev is currently underweight. Which one?

Q11

Have you ever looked at a target's tech stack or AI claims and not known what to make of it? Briefly describe the moment.

05 — Angle 3

AI conversations with operating companies

How Sofindev shows up as an AI advisor to portfolio company CEOs.

Q12

Which portfolio company are you most worried about from an AI lens right now? Why?

Q13

The most recent AI question a portco CEO asked you. What did they ask, and what did you actually answer?

Q14

A portco AI conversation you have been postponing. Which one, and why?

07 — Looking ahead

The final three

A few forward-facing reads to design the inspiration session around what you actually want.

Q18

Which other PE firm or fund do you watch closely on AI? What specifically have they done that you wish Sofindev had done?

Q19

In the last month, roughly how often did you ask Vincent for AI help?

Q20

If Magali had to demo one workflow in our first onsite session that would actually change how YOU work day to day, what would it be?

Describe the workflow. If you have an anonymized document (IM, board pack section, competitor mapping, etc.) you would love to see done differently with AI, email it directly to Magali.

Pre-Engagement
AI Baseline

Who is answering?

The baseline

A smarter investment process

Looking at AI-native targets

AI conversations with operating companies

Confidential data and AI tools

The final three

Why this matters

Thank you.

Pre-EngagementAI Baseline

Who is answering?

The baseline

A smarter investment process

Looking at AI-native targets

AI conversations with operating companies

Confidential data and AI tools

The final three

Why this matters

Thank you.

Pre-Engagement
AI Baseline