- Santriya Technologies is seeking an AI Deal Execution & Pitchbook Associate to support origination and execution through AI-assisted drafting, research and workflow management while ensuring all client materials, analysis and transaction outputs are independently verified.
- Product & documentation operating model: You will be assigned one or more company products, client solutions or operational services.
- The approved product documentation, SOPs, policies, process maps, knowledge articles, release notes, controls, scripts and AI runbooks are the source of truth.
- Use only approved enterprise AI tools to retrieve, summarize, draft, classify, prioritize or automate work.
- Validate material AI outputs against current documentation and authoritative system data, record exceptions, and escalate conflicts or missing guidance.
- Do not invent product features, prices, customer entitlements, engineering limits, regulatory positions or safety instructions.

Key Responsibilities:

- Prepare pitchbooks, transaction materials, management presentations and process trackers.
- Use AI to create first drafts, organize diligence themes and summarize documents in approved environments.
- Verify every market statistic, financial number, client fact and transaction statement against authoritative sources.
- Coordinate workstreams, deliverables, advisors, client requests and internal approvals.




- Support valuation and financial analysis using controlled models and clearly documented assumptions.
- Maintain version control and confidentiality for sensitive deal information.
- Prepare meeting notes and action logs, correcting AI summaries before circulation.
- Escalate conflicts, disclosure, conduct or execution risks promptly.
- AI-enabled ways of working:
- Use approved GenAI copilots, enterprise search/RAG, analytics and workflow agents to reduce repetitive work and improve decision preparation.
- Keep prompts, outputs and automated actions within approved data-access, confidentiality and retention rules.
- Correct inaccurate summaries, classifications or recommendations before they become customer, operational or system records.
- Feed recurring AI errors, knowledge gaps and process friction into product, documentation and control improvement.
- Human accountability: AI is a copilot, not the accountable decision-maker.
- The role holder remains responsible for judgement, quality, privacy, security and appropriate escalation.
- Credit, fraud blocking, legal/regulatory, financial advice, safety-critical, clinical, employment and other high-impact decisions must follow delegated authority and required human review.
- Success Measures:
- Material preparation time reduces
- Factual/reconciliation errors remain low
- Deal actions and versions are controlled
- Senior time shifts toward client judgement and negotiation

📌 AI Deal Execution & Pitchbook Associate (Chennai)
🏢 Santriya Technologies
📍 Chennai