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HEHunter Eppley
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01 / 06PTRME / WFIRMConfidential

Situational Search

PythonStreamlitOpenAI APIpandasPlotly

The problem

PTRME's ecosystem spans hundreds of biotech companies at different funding stages. Manual triage of which investors to introduce to which company was slow and inconsistent.

Situational Search investor-match screen for a biotech company profile
Investor matching for a company profile, with AI-generated matches, stage, sector, and reasoning.

What I built

A Streamlit web application that ingests company-profile and investor datasets, uses the OpenAI API to generate a three-sentence situational analysis per company (sector plus funding stage from pre-seed through Series C), then surfaces investor matches against that analysis. Custom-branded UI, interactive dashboards, and persistent session state across the workflow.

900+
company profiles automated
Pre-seed → Series C
funding stages classified

The outcome

A live tool for PTRME’s ecosystem team. Separately, automated Creatio CRM data entry for 900+ company profiles, removing weeks of manual ingest work and standardizing the underlying dataset.

Source

Code held under WFIRM repository. Available on request.

Interested in this kind of work? Get in touch