Case study: Automated investor identification for Levvel Health

The challenge

Levvel Health, a Danish software company specializing in remote patient monitoring and treatment, faced a significant challenge in their search for potential investors.

The manual process of identifying and qualifying investors was time-consuming and inefficient, hindering the company’s growth opportunities.

The solution

As a freelance AI consultant, I developed a customized solution for Levvel Health:

Qualification algorithm: Developed an algorithm to rank and qualify potential investors based on their relevance to Levvel Health’s business model and growth plans.

Advanced prompt development: I designed a sophisticated AI prompt that could analyze and assess potential investors based on a number of key criteria.

Automated workflow: Implemented an automated system that could review large amounts of data and identify relevant investor profiles.

The results

The implementation of the AI-powered solution yielded the following significant results:

  • 85% time savings: The automated process drastically reduced the time spent on manual lead generation.
  • Over 500 qualified investors: The system identified a significant number of relevant investors that matched Levvel Health’s profile.
  • Improved efficiency: The sales team could focus their efforts on the most promising leads, increasing conversion rates.
  • Data-driven decision making: Levvel Health gained access to detailed insights about potential investors, enabling more targeted and personalized approaches.

Technical implementation

  • Applied advanced NLP (Natural Language Processing) techniques to analyze investor profiles and financial reports.
  • Integrated machine learning models to improve lead qualification over time.
  • Implemented an easy-to-use dashboard that gave Levvel Health’s team easy access to investor insights and prioritized leads.

The conclusion

This project demonstrates the power of combining AI technology with domain-specific expertise. By automating a critical business process, Levvel Health was able to not only save time and resources, but also significantly improve the quality of their investor search.

This case study highlights the value of innovative AI solutions in modern business development and shows how tailored AI prompts can transform time-consuming manual processes into efficient, data-driven workflows.