COMPLIMENTARY GUIDE + AI PROMPTS
Use AI to Help Vet Sponsors & Evaluate Investment Deals
Get our upcoming guide and AI prompts to research sponsors, review investment materials, and ask more meaningful questions before you invest.
Sign Up to Receive the Guide & AI Prompts
This resource is in development. Sign up now, and we’ll email you the downloadable guide and AI prompts when they’re ready.
Ask Better Questions Before You Invest
Due diligence is about understanding who you’re investing with, how the deal works, and what could go wrong. Our upcoming guide will help you use AI to support that research, examine both strengths and risks, and focus on the unanswered questions that matter to your investment decision.
You’ll Learn How To
Evaluate the sponsor using the 4 C’s: Competence, Character, Communication, and Culture.
Use AI to review investment materials, including sponsor bios, slide decks, PPMs, and operating agreements.
Prioritize 4–5 meaningful follow-up questions focused on unresolved issues that matter to your decision, rather than a long, generic list.
Reduce confirmation bias with neutral prompts that examine strengths, risks, and evidence that challenges your initial impression.
Verify AI-generated findings and use the analysis to support your own judgment, not make the investment decision for you.
What You’ll Receive
Our AI Due Diligence Prompts
Prompts to help structure your sponsor research, review deal materials, and develop focused follow-up questions.
A Downloadable Due Diligence Guide
Practical guidance for using AI throughout your review while keeping verification and investment decisions in your hands.