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Automate investor DD questionnaires

Automate investor DD questionnaires

Your first prompt to AI

Your first prompt to AI

"Automate due-diligence questionnaires by pre-filling responses from the attached investor data and standard template; output completed examples and a list of unanswered items."

"Automate due-diligence questionnaires by pre-filling responses from the attached investor data and standard template; output completed examples and a list of unanswered items."

Enhanced AI workflow

Upload previously answered questionnaires into a vector database (e.g. GPT client with file upload or our AI Suite)
AI matches new questions with previous answers
User reviews and adjusts as needed
Export into final Word format or follow-up email

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Standardized output

Standardized output

Faster execution

Faster execution

Eliminated manual copy-pasting

Eliminated manual copy-pasting

Applied in

Applied in

Fundraising Q&A

Fundraising Q&A

Requesting departments

Requesting departments

Investor Relations, Fund Operations

Investor Relations, Fund Operations

Beneficiaries

Beneficiaries

IR Associate, Fund Operations Analyst

IR Associate, Fund Operations Analyst

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Summarize marketing & DD documents

Summarize marketing & DD documents