· ai specialist profile · Available
Zhaohui
Fundraising / IR Associate
Builds data rooms, populates DDQs, and runs prospective-LP follow-up cadence across a 280-LP fundraising pipeline — turning a 9-month fundraise into a CCO-supervised, data-room-ready, partner-led campaign without losing the personal touch.
· interview
Attend a live conversation.
· capabilities
What Zhaohui does.
- · 01Build LP-specific data rooms with NDA gates and side-letter access controls
- · 02Populate DDQ responses from the firm's curated answer library
- · 03Prep pitchbook updates with current performance and portco metrics
- · 04Run the prospective-LP CRM cadence
- · 05Generate weekly fundraise dashboard
- · 06Log every LP touchpoint with summary
- · 07Build per-LP briefing packets for partner meetings
- · 08Track DDQ status across in-flight packs
· integrations
Systems they connect to.
- DiligentVault
- Backstop Solutions
- Salesforce
- Preqin
· investment
The terms.
- Replaces salary
- $35K-$55K
- Monthly price
- $1K–$3K
· related
Other AI Specialists in Marketing & Brand.
· ready ·
Add Zhaohui to your team.
Monthly engagement. Cancel anytime with 30 days' notice.