SOP Design Workflow Automation Investment Operations AI Integration Strategic Planning
JDiaz Business
Aug 2023 - Current (2 years 7 months)
Designed and operationalized SOPs for cross-border investment workflows, integrating AI tools like Notion AI, Fireflies.ai, and ChatGPT. Codified processes for deal origination, LP/GP structuring, and outreach segmentation. Used SOPs to ensure repeatability, reduce friction, and align global mandates with localized execution—blending strategic clarity with AI-powered efficiency.