Help workspace admins understand the AI-generated reports in DiligenceGPT, how they use deal data, and how to view, edit, and export them.
DiligenceGPT generates reports that summarize and analyze your deals. These reports provide actionable insights by aggregating all the data in a deal, including website information, documents, questionnaires, notes, and statuses, into structured outputs. Reports help teams review startups quickly, compare deals, and make informed decisions.
Data Sufficiency Report: Shows how complete the startup’s data is across key categories like idea, team, technology, marketing, and traction. Highlights missing or incomplete information to guide additional data collection. Higher scores indicate greater confidence and higher report quality, which helps the investment team gauge how reliable and complete a report is. To improve a deal’s score, ensure that all relevant information is provided by uploading missing documents, completing enrichment pages, and adding notes. This more complete data allows the AI to generate more accurate and comprehensive insights for each deal, supporting better analysis and decision-making.
Tear Sheet: Generates a formatted summary of the startup’s information for easy review and sharing. Updates automatically as new data is added and can be exported as a PDF.
Deal Brief: Provides a concise summary of all critical deal information, including the team, business model, product, and traction. Helps teams quickly understand the startup’s strengths and gaps.
Business Risk: Uses a built-in AI evaluation rubric to assess startups across multiple categories: idea, technology, team, marketing, and traction. Generates an overall risk and performance score, similar to a credit rating, so teams can quickly identify strengths and potential risks. Each category is scored individually to highlight areas where the startup excels or may need further attention.
Metrics: A quantitative indicator that assesses the completeness, confidence, and quality of deal information. Higher scores indicate better report quality and help prioritize well-prepared deals for deeper analysis. To improve metrics, add missing documents, complete enrichment pages, and include analyst notes to give the AI more context for accurate insights.
Market Intelligence reports: Provides external context about the industry in which a startup operates. These reports are AI-generated using available data and focus on understanding the broader market rather than the company itself. They typically include insights on market size, growth trends, competitive landscape, key players, and industry dynamics. Market Intelligence reports help teams assess whether the market opportunity is attractive and aligned with their investment thesis.
Evaluation Reports: Focuses on the startup itself and how well it fits the investment criteria. These reports consolidate company-specific data, AI-generated analysis, scores, and team inputs to assess areas such as business model, positioning, risks, and readiness for further diligence. Evaluation reports support internal review by providing a structured, consistent framework for comparing deals and identifying gaps that may require deeper analysis.
The dynamics update sequence runs automatically only once, immediately after a deal is created. This sequence generates initial reports, scores, and deal data based on the information available at that time. Any subsequent report updates or regenerations must be triggered manually by the user. While automated updates for reports and metrics are planned for the future, this functionality is not currently available, so users should manually refresh reports whenever new information is added to ensure that AI outputs remain accurate and up to date.
Admins and team members can edit certain report details, add notes, or adjust formatting. Reports can be exported as PDFs to share with stakeholders, board members, or internal teams while maintaining all AI-generated insights.
DiligenceGPT reports turn raw deal data into actionable, AI-powered insights. They help your team evaluate startups efficiently, ensure consistency across deals, and keep reports current as new information is added.