Frequently asked questions

Answers to the questions LPs ask most before trying Diligence Brief — why lead with due diligence, how it differs from just using ChatGPT, and who it's built for.

Why lead with due diligence?

Because serious LPs review roughly 100 deals to commit to a few — and at 3–5 hours per PPM, real diligence only happens on the deals that survive a first-pass vibes check. A structured framework applied to every prospect is the highest-leverage thing an LP can add to their workflow.

Is this a full financial planning platform?

No. The current focus is the alternative-investment due diligence workflow. Portfolio tracking for committed deals is on the roadmap.

Can't I just use ChatGPT to read the PPM?

You can — and you'll get a summary. What you won't get: the same framework applied across every deal, structured data extracted and saved per deal with citations, sponsor knowledge that carries forward, and a defensible written brief. The framework is the product; AI extraction is the accelerant.

Will the AI hallucinate or miss things?

AI is used for data extraction from documents with citations against the source — you review before anything is saved. The diligence questions and rules themselves are applied deterministically by the framework, not generated by an LLM, so the framework's correctness doesn't depend on model behavior.

Is this for financial advisors?

The first version is primarily aimed at individual LPs, though advisors who want a structured framework for their own diligence may find it useful.

Will there be more modules later?

On the roadmap: portfolio tracking for committed deals — commitments, capital calls, and distributions. No firm dates yet. Today the product is focused on the diligence workflow.