brightriver ai

<a href="http://brightriver.ai/" rel="nofollow noopener noreferrer" target="_blank">Brightriver.ai</a>’s Agentic Analysis solution is a powerful tool for translating your knowledge into detailed, complex reports that fit with your firm’s approach to investing in private markets. Our platform allows you to create your own workflows by directing our AI agents to find, analyse, and present information in informative charts and text. These workflows are saved as templates the anyone in your firm can use for any deal, at any point in the lifecycle, from origination and diligence to management and exit. Launch the template and generate the desire report within minutes. After generation, you can get feedback from your team and edit the report directly to complete your work and download into a PDF.

This guide shows you how to get your best results from our Agentic Analysis feature and avoid some common pitfalls when using the solution.

<a href="https://docs.brightriver-ai.com/en/articles/13216096-add-a-template-from-deal-workspace">From a deal workspace</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216226-start-the-dialogue-for-template-creation">Start the Dialogue</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216458-upload-a-sample-report-to-create-a-template">Upload a Sample Report</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216485-describe-a-report-to-create-template">Describe a Report</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216516-modify-an-existing-template">Modify an Existing Template</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216529-build-a-template-manually-from-scratch-for-power-users">Build from Scratch</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216584-modify-a-draft-template-format">Modify a Draft Template Format</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216599-modify-proposed-template-tasks">Modify Proposed Template Tasks</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216611-add-additional-writing-instructions-to-templates">Add Additional Instructions</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216654-add-the-template-to-the-library">Add the Template to the Library</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216660-iterate-templates">Iterate Templates</a>

1. Launch the template creation dialogue
   <a href="https://docs.brightriver-ai.com/en/articles/13215775-add-a-template-from-the-home-page">From the home page</a>
   <a href="https://docs.brightriver-ai.com/en/articles/13216096-add-a-template-from-deal-workspace">From a deal workspace</a>
2. Choose your approach
   <a href="https://docs.brightriver-ai.com/en/articles/13216226-start-the-dialogue-for-template-creation">Start the Dialogue</a>
   <a href="https://docs.brightriver-ai.com/en/articles/13216458-upload-a-sample-report-to-create-a-template">Upload a Sample Report</a>
   <a href="https://docs.brightriver-ai.com/en/articles/13216485-describe-a-report-to-create-template">Describe a Report</a>
   <a href="https://docs.brightriver-ai.com/en/articles/13216516-modify-an-existing-template">Modify an Existing Template</a>
   <a href="https://docs.brightriver-ai.com/en/articles/13216529-build-a-template-manually-from-scratch-for-power-users">Build from Scratch</a>
3. Modify the template format
   <a href="https://docs.brightriver-ai.com/en/articles/13216584-modify-a-draft-template-format">Modify a Draft Template Format</a>
   <a href="https://docs.brightriver-ai.com/en/articles/13216599-modify-proposed-template-tasks">Modify Proposed Template Tasks</a>
   <a href="https://docs.brightriver-ai.com/en/articles/13216611-add-additional-writing-instructions-to-templates">Add Additional Instructions</a>
4. Finish the Template
   <a href="https://docs.brightriver-ai.com/en/articles/13216654-add-the-template-to-the-library">Add the Template to the Library</a>
   <a href="https://docs.brightriver-ai.com/en/articles/13216660-iterate-templates">Iterate Templates</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216688-launch-the-automation-to-generate-a-analysis-report">Launch the Automation</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216697-monitor-your-report-as-it-builds-activity-log">Monitor Progress</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216715-edit-the-analysis-report-on-the-platform">Edit the Report</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216715-edit-the-analysis-report-on-the-platform">Save and Export</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216755-additional-analysis-features">Additional Functions</a>

<a href="https://docs.brightriver-ai.com/en/articles/13216809-convert-from-old-analysis-templates">Convert from Old Templates</a>

How to use Agentic Analysis

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