Content Aggregation Platform - User Guide

What This Tool Does

Think of the Content Aggregation Platform as your personal research assistant that works 24/7. It automatically:

• Scans Yale news websites every day for new articles
• Reads every article and decides if it's relevant to your investment focus
• Sends you clean email summaries with only the articles worth your time
• Explains why each article matters for your specific fund

Instead of manually checking 20+ Yale articles daily, you get 2-3 pre-screened prospects delivered to your inbox.

How It Works (Simple Explanation)

The Magic Behind the Scenes

• Content Collection: The system checks Yale News feeds every morning at 6 AM
• AI Reading: Each article gets read by GPT-4, which acts like an expert analyst
• Smart Filtering: Only articles with 75%+ relevance to your fund get through
• Email Generation: Relevant articles become a clean, professional email report
• Delivery: The report lands in your inbox with explanations for each item

What Makes an Article "Relevant"?

The AI has been trained to understand your fund's priorities:

For Blavatnik Fund (Therapeutics):

• Drug development research
• Clinical trials and FDA approvals
• Medical device innovations
• Yale faculty working on treatments
• Biotech partnerships and licensing

For Roberts Innovation Fund:

• Early-stage technology startups
• Yale student/faculty entrepreneurs
• Innovation competitions and accelerators
• Intellectual property developments

For Marketing Team:

• Success stories worth promoting
• Award-winning research
• Media-worthy achievements
• Partnership announcements

Getting Started

Accessing Your Reports

Daily Email Reports:

• Arrive in your inbox every weekday morning around 8 AM
• Subject line: "[Your Fund] Daily Prospects - [Date]"
• Check your spam folder if you don't see them

Weekly Digest:

• Comprehensive summary sent every Monday
• Includes trends, top stories, and week's highlights
• More detailed analysis than daily reports

Reading Your Email Reports

Each email contains:

1. Summary Section

`

📊 Daily Summary

• 3 relevant items found from 18 articles scanned

• High priority: 1 item (90%+ confidence)

• Medium priority: 2 items (75-89% confidence)

`

2. High Priority Section (Must Read)

`

🔴 HIGH PRIORITY (90%+ Relevance)

Saltzman Lab Develops New Drug Delivery System

Source: Yale Medicine | Confidence: 92%

Link: [Direct link to article]

Why this matters: Novel nanoparticle delivery system could

revolutionize cancer treatment. Early animal studies show

10x better targeting than current methods.

Key factors: Drug delivery, cancer therapeutics,

pre-clinical results, potential for licensing

`

3. Medium Priority Section (Worth Reviewing)

Similar format but with 75-89% confidence scores

4. AI Reasoning

Each item includes explanation of why the AI flagged it as relevant

Using the Web Dashboard

Accessing the Dashboard

• Open your web browser
• Go to your platform URL (provided by admin)
• Log in with your admin credentials
• Click on "Content Digest" in the left sidebar

Dashboard Overview

Main Dashboard Shows:

• Recent Activity: Latest pipeline runs and their results
• Use Case Status: Health of each team's configuration
• Quick Stats: Articles processed, relevance rates, success metrics

Navigation Options:

• Home: Overview of all tools
• Content Digest: Content aggregation dashboard
• Pitch Analyzer: Switch to pitch deck analysis tool
• Documentation: Access this guide and others

Viewing Recent Reports

From the Dashboard:

• Look for the "Recent Collections" section
• Click on any date to see that day's results
• View both the raw articles and final email report

What You Can See:

• All articles that were scanned
• Which ones were marked as relevant
• Confidence scores for each classification
• The exact email that was sent (or would be sent)

Manual Report Generation

Sometimes you need reports outside the normal schedule:

To Generate a Daily Report:

• Go to your use case page (e.g., "Blavatnik" tab)
• Click "Run Daily Collection"
• Choose time range (default: last 24 hours)
• Click "Start Collection"
• Watch progress in real-time
• Get email when complete

To Generate a Weekly Report:

• Click "Run Weekly Report"
• Choose date range (default: last 7 days)
• Click "Generate Report"
• More comprehensive than daily reports

Custom Time Ranges:

• Use "Custom Pipeline" for specific dates
• Helpful after holidays or when catching up
• Can look back hours, days, or weeks

Understanding the Results

Confidence Scores Explained

90-100% (Excellent Prospects)

• Clear connection to your investment thesis
• Strong commercial potential indicators
• Usually involves Yale faculty or IP
• Immediate follow-up recommended

75-89% (Good Prospects)

• Relevant but may need more development
• Could be early-stage research
• Worth monitoring or reaching out to learn more

Below 75% (Filtered Out)

• Not shown in your reports
• May be interesting research but not investment-ready
• Examples: basic science, non-commercial research

Types of Content You'll See

Research Announcements:

• New discoveries from Yale labs
• Published papers with commercial potential
• Grant awards for applied research

Technology Developments:

• New devices or platforms
• Software innovations
• Manufacturing breakthroughs

Clinical Updates:

• Trial results and FDA approvals
• Patient outcome studies
• Regulatory milestone achievements

Business Activity:

• Yale startup launches
• Licensing deals and partnerships
• Investment rounds involving Yale tech

Faculty Spotlights:

• Researcher profiles with commercial focus
• Entrepreneurial faculty activities
• Industry collaboration announcements

Frequently Asked Questions

"I'm not getting any emails"

Check These Things:

• Spam folder: Reports sometimes get filtered
• Email address: Confirm you're on the recipient list
• Content availability: Some days Yale publishes very little
• System status: Check the dashboard for any error messages

How to Fix:

• Contact your admin to verify your email address
• Ask admin to add your email to the recipient list
• Check if other team members are receiving reports

"I'm getting too many/too few results"

Too Many Results:

• The AI threshold might be set too low
• Contact admin to increase the relevance threshold
• Currently set to 75% - could be raised to 80% or 85%

Too Few Results:

• The AI might be too conservative
• Could lower threshold to 70% to catch more items
• May need to add more content sources (RSS feeds)

"The AI is missing obviously relevant content"

This Can Happen When:

• The article uses unusual terminology
• It's very early-stage research without commercial indicators
• The content source isn't being monitored

How to Help:

• Forward missed articles to your admin with explanation
• This helps improve the AI classification over time
• Admin can adjust the criteria or add new sources

"The AI is flagging irrelevant content"

Common False Positives:

• Basic science that sounds commercial but isn't
• Student projects without real potential
• Awards or honors without business implications

How to Help:

• Reply to reports noting which items aren't relevant
• Admin can use this feedback to refine AI criteria
• System learns and improves over time

"I want to change email frequency or recipients"

Available Options:

• Daily reports (weekdays only)
• Weekly reports (Mondays)
• Custom frequency (contact admin)

To Make Changes:

• Contact your admin or system administrator
• They can add/remove recipients
• Can change delivery times or frequency
• Can create separate lists for different team members

Best Practices

Daily Workflow

Morning Routine (5 minutes):

• Check your email for the daily report
• Read high priority items first (90%+ confidence)
• Skim medium priority items if time allows
• Click through to full articles for promising prospects

Follow-up Actions:

• Forward interesting items to relevant team members
• Add promising contacts to your CRM or tracking system
• Schedule follow-up research on companies or faculty
• Note items for discussion in team meetings

Weekly Planning

Monday Morning (10 minutes):

• Review the weekly digest for trends
• Identify any patterns in deal flow
• Note areas where you might want more coverage
• Plan outreach based on accumulated prospects

Monthly Review:

• Look at overall relevance rates and trends
• Assess if classification criteria need adjustment
• Consider new content sources or RSS feeds
• Provide feedback to admin on system performance

Making the Most of the Tool

Stay Engaged:

• Click through to read full articles when interested
• The more you engage, the better you understand what to expect
• Forward feedback to admin when something doesn't seem right

Use as Deal Flow Supplement:

• This tool finds prospects you might otherwise miss
• Combine with your existing sourcing methods
• Treat as early-stage awareness, not final evaluation

Share with Your Team:

• Forward relevant items to colleagues
• Discuss interesting prospects in team meetings
• Use as conversation starters with Yale faculty

Getting Help

Who to Contact

For Daily Usage Questions:

• Your team lead or supervisor
• Other users on your team
• System administrator

For Technical Issues:

• System administrator
• Yale Ventures IT support
• Check the dashboard for system status

For Content or Relevance Issues:

• System administrator (can adjust AI criteria)
• Your fund manager (may want different focus areas)

Common Support Requests

"Add me to the email list"

• Contact admin with your email address
• Specify which fund/team you're with

"Change the email delivery time"

• Currently 8 AM ET for most teams
• Admin can adjust if needed for your schedule

"Add new content sources"

• Suggest specific Yale publications or RSS feeds
• Admin can evaluate and add if appropriate

"Adjust relevance criteria"

• Provide examples of articles that should/shouldn't be included
• Admin can fine-tune the AI classification

System Status

Check Dashboard for:

• Recent pipeline run results
• Any error messages or warnings
• System health indicators

Normal Operation Indicators:

• Daily collections running every weekday
• 90%+ success rate for RSS collection
• Email delivery confirmation

---

Remember: This tool is designed to save you time and catch opportunities you might miss. It's not meant to replace your judgment, but to give you a head start on identifying promising Yale research and innovations relevant to your investment focus.