Getting Started
11. Product Update
Clerk Login Sign in to DiligenceGPT faster and more securely with multiple authentication options. We've integrated Clerk for a streamlined login experience that meets enterprise security standards. Sign in with Google using your existing Google ...
10. Using the Portal (Startup Applications)
Purpose Explain how founders submit startups through the Portal and how those submissions become deals in your workspace. What the is Portal The Portal is a submission page that allows founders to apply directly to your workspace. It serves as a ...
09. Tracking Portfolio Companies
Purpose The users can manage and monitor startups after investment using portfolio tracking features. While portfolio tracking is currently the least developed part of the platform, it provides a centralized view of portfolio companies with basic ...
08. Moving a Deal Through the Due Diligence Process
Purpose This article guides workspace admins on how to move an existing deal through the due diligence workflow from initial review to investment using DiligenceGPT’s statuses, reports, and collaboration tools. Overview Once a deal has been added to ...
07. Understanding Reports
Purpose Help workspace admins understand the AI-generated reports in DiligenceGPT, how they use deal data, and how to view, edit, and export them. Overview DiligenceGPT generates reports that summarize and analyze your deals. These reports provide ...
06. Understanding Deal Data
Purpose Help workspace admins understand the different data sections within a deal and how each contributes to DiligenceGPT’s AI-powered analysis and reporting. Overview Each deal in DiligenceGPT contains structured data that powers analysis, ...
05. Adding Deals to Your Workspace
Purpose Explain how startups enter DiligenceGPT and the different ways deals can be added to a workspace. How Deals Enter a Workspace Deals represent the startups you are evaluating in DiligenceGPT. A deal can be added to a workspace in multiple ...
04. Adding Team Members & Roles
Purpose This article is for Workspace Admins and explains how to add team members, assign roles, and manage permissions to enable secure and effective collaboration. Adding Team Members To collaborate in a workspace, you first need to add team ...
02. Setting Up Your Workspace
Purpose To guide admins through creating and configuring workspaces in DiligenceGPT. This includes understanding what a workspace is, setting up Deal Fit to define your thesis, and creating additional workspaces when needed. What is a Workspace? A ...
01. How DiligenceGPT Works: From Sourcing to Portfolio Tracking
Purpose This article is intended for investors and analysts using DiligenceGPT. Its purpose is to set expectations and explain how the different parts of the platform work together across the full due-diligence lifecycle. DiligenceGPT is built to ...
03. Configure Deal Fit
Purpose Guide admins through setting up Deal Fit, the key configuration step that ensures startups are evaluated accurately, consistently, and in line with your workspace’s investment strategy. What Deal Fit Is Deal Fit is a core feature that aligns ...
Popular Articles
03. Configure Deal Fit
Purpose Guide admins through setting up Deal Fit, the key configuration step that ensures startups are evaluated accurately, consistently, and in line with your workspace’s investment strategy. What Deal Fit Is Deal Fit is a core feature that aligns ...
01. How DiligenceGPT Works: From Sourcing to Portfolio Tracking
Purpose This article is intended for investors and analysts using DiligenceGPT. Its purpose is to set expectations and explain how the different parts of the platform work together across the full due-diligence lifecycle. DiligenceGPT is built to ...
02. Setting Up Your Workspace
Purpose To guide admins through creating and configuring workspaces in DiligenceGPT. This includes understanding what a workspace is, setting up Deal Fit to define your thesis, and creating additional workspaces when needed. What is a Workspace? A ...
04. Adding Team Members & Roles
Purpose This article is for Workspace Admins and explains how to add team members, assign roles, and manage permissions to enable secure and effective collaboration. Adding Team Members To collaborate in a workspace, you first need to add team ...
05. Adding Deals to Your Workspace
Purpose Explain how startups enter DiligenceGPT and the different ways deals can be added to a workspace. How Deals Enter a Workspace Deals represent the startups you are evaluating in DiligenceGPT. A deal can be added to a workspace in multiple ...