How do I save my fund's investment criteria in AI?
Last reviewed: 1 September 2026
Save your fund's investment criteria once inside Reuben AI. Every workflow, from sourcing to LP reporting, applies them automatically. We call this your mandate token. It replaces the daily grind of re-pasting your thesis into a chat window, and it keeps every analyst on the team assessing deals the same way.
Generic AI tools have a memory problem. Every new chat forgets your fund's investment thesis. Every analyst prompts the model slightly differently. Every scoring exercise drifts. There is no way to audit which criteria were applied when a deal was approved.
The fix is to save your criteria in the platform itself, not in a chat window. Reuben AI ingests your investment thesis, sector focus, cheque size, stage preferences, exclusion list and scoring weights once. It generates a structured token that every workflow reads from. Analysts do not re-prompt. Partners do not re-explain. The platform enforces consistency automatically.
When your strategy evolves, you update the token. Historical decisions still reference the criteria in force at the time, so the audit trail stays intact. New workflows immediately use the updated criteria. There is no version drift and no forgotten prompts.
How Reuben AI compares
Saving criteria in a mandate token compared to chat prompts and CRM tags.
| Attribute | Reuben AI | Generic AI chats | CRM tags and fields |
|---|---|---|---|
| Where criteria live | Persistent inside the platform | In a chat session, forgotten after | As labels, not applied to reasoning |
| Applied automatically | Every workflow | Only if re-prompted | Only in pipeline view |
| Consistency across team | Enforced | Depends on the prompter | Depends on the tagger |
| Update path | Version the token, everything follows | Update every saved prompt | Rewrite every workflow |
Frequently asked questions
Can I import my existing criteria?
Yes. Paste from ChatGPT or Claude, upload an internal document, or connect the source. Reuben AI parses it into a structured mandate token.
Do I have to write criteria from scratch?
No. Reuben AI ships with baseline blueprints for common fund types. You adapt them to your strategy rather than starting blank.
What happens when we update our thesis?
You version the mandate token. Historical decisions still reference the criteria that were in force at the time, so the audit trail is preserved. New workflows use the updated criteria.
Are my criteria used to train AI models?
No. Your mandate token lives inside your fund's isolated data layer and is never shared with model providers as training data.
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