Intern Project
Brooke Johnstone
Harvard College • Freshman
Deal Sourcing Monthly Report
The Deal Sourcing Monthly Report is a monthly automated report that tracks analyst sourcing activity. It uses information given by the analyst and the company to generate a series of graphs and AI-written reports on the employee’s activity and the companies they interacted with.
The report includes information on which sectors the analyst interacted with most and performed well in, how well their suggestions aligned with VV’s thesis, and how far the analyst’s companies traveled in VV’s deal screening process. The output is formatted as HTML in email and as a downloadable PDF, consisting of charts, raw reported numbers, and summaries and reflections.
The system pulls from two primary data sources: an employee form that logs each new interaction with a company (tracking dates, employee names, and contact details), and a database from the firm tracking companies’ trajectories within VV, split into first round (call), second round, third round, and investing stages.
Deal Sourcing Monthly Report — UI Images
Inputs
- Employee interaction form (logs each company interaction with dates and employee names)
- database/spreadsheet tracking companies’ trajectories within VV (1st round/call, 2nd round, 3rd round, investing)
- optional time frame selection for manual report generation (otherwise auto-generated monthly for the past month)
Outputs
- Email sent to boss/employee with report, formatted as HTML in email and downloadable PDF
- pipeline-at-a-glance metrics (sourced, reached out, round 1, round 2, round 3, invested)
- sector and thesis pillar breakdown charts (pie charts)
- thesis fit analysis (average score by sector, score distribution bar charts)
- AI-generated executive summary with reflections
About Brooke Johnstone
Brooke Johnstone is a freshman at Harvard College. At Visible Ventures, she built an automated monthly reporting system that tracks analyst sourcing activity and generates AI-written performance reports with charts, metrics, and executive summaries.
“Thanks to Alex and Lori, now that I’m comfortable with using Claude Code in tandem with n8n’s workflows, it feels like there’s no limit on what projects I could build with as little as a vague outline of an idea. This process really highlighted how important it’ll be for the future of our workforce to know how to work alongside AI as a director and proofreader, as the hard skills once required of us are increasingly delegated to machines.”
— Brooke Johnstone