Why Diligence Brief exists

Because important parts of personal capital planning still rely on too much manual work and too many disconnected tools.

Start with the real problem

Most LPs already have the information they need to diligence a deal — it's in the PPM, the pitch deck, the email thread with the sponsor. What's missing is a structured framework applied the same way to every prospect, with sponsor knowledge that compounds across deals.

The first wedge

Diligence Brief begins with structured due diligence because it's the highest-leverage thing a serious LP can add to their workflow — and the part of the workflow that current tools (spreadsheets, brokerage dashboards, sponsor portals) don't touch.

The broader idea

Over time, the platform is intended to support a larger view of capital planning — starting with portfolio tracking for the deals you commit to, then connecting cash flow to longer-horizon goals. Today the product is focused on the diligence workflow only, and the founding cohort of experienced LPs is actively shaping what gets prioritized next.

The design principle

Use AI where it removes work — like data extraction from documents. Use a deterministic framework where correctness matters — the diligence questions and rules themselves. Keep the system practical enough that serious LPs will actually maintain it.