AI for Due Diligence Assistance
Streamline your deep tech investment research using Humble AI. Upload expert insights, academic sources, and internal notes for a custom-curated diligence assistant.
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Use Case Overview
Use this setup to conduct AI-powered due diligence across highly technical or specialized domains. This guide helps you configure Humble AI to curate expert inputs—such as academic research, expert call transcripts, and internal notes—so your assistant can surface risks, support or challenge founder hypotheses, and help you ask smarter questions.
By implementing this AI-powered due diligence assistant, you can save hours of manual review time and ensure consistent evaluation of technical claims across multiple sources.
What You'll Need
Your research documents
PDFs, transcripts, slides, internal memos, and other diligence materials
Tools you'll use for this setup:
Need to install Humble for Slack instead? Follow this Slack install guide
Step-by-Step Setup Guide
- 1
Go to Assistant Builder
- 2
Click "+ New Knowledge Base"
This will create a new assistant that can access your uploaded documents.
- 3
Upload your diligence materials
Upload academic papers, Tegus/AlphaSights transcripts, investor notes, and other relevant documents.
- 4
Add the traits listed below
Configure your assistant with the role, output, tone, and format traits described in the Assistant Prompt Template section.
- 5
Name your assistant
Give your assistant a descriptive name like "DeepTech DD Analyst".
- 6
Assign to a folder if needed
Organize your assistant in a folder for better team collaboration.
- 7
Click "Save and Test Assistant"
Save your configuration and test the assistant with a sample prompt.
Assistant Prompt Template
Optional Integrations
Enhance your workflow by combining with:
Slack
Ask follow-up questions in channels post-call
Zapier
Trigger when a new Tegus transcript is added
Make
Route assistant outputs to Notion deal memos
Example Prompts You Can Use
You can save these prompts in your Prompt Library for reuse and team sharing.
Learn how to use the Prompt Library
Prompt 1:
The founder claims their model uses less training data than competitors. Based on the uploaded papers and call notes, does the evidence support this?
Prompt 2:
Identify 3 technical risks from the uploaded expert transcripts that we should be aware of before investing.
Prompt 3:
What questions should I ask the founder about their go-to-market strategy based on what's missing from these documents?
Prompt 4:
Summarize any conflicting perspectives in the uploaded materials regarding the scalability of the technology.
Prompt 5:
Based on the call transcript with Dr. Singh and the research paper from MIT, is there consensus on the feasibility of the claimed breakthrough?
Troubleshooting & Common Questions
The assistant is giving generic answers
Make sure your uploaded materials are specific and relevant. The AI only pulls from what you've provided.
Responses aren't pointing out risks or contradictions
Check that the Role trait includes "due diligence analyst" and that the Output trait instructs it to flag risks and inconsistencies.
What's the difference between this and using ChatGPT directly?
Here's why Humble AI is better suited for due diligence:
Private & Secure
Your uploaded data stays within your workspace—ideal for confidential documents like transcripts, data room files, or internal notes.
Grounded in Trusted Sources
Rather than hallucinating, the AI answers only based on the documents you've uploaded—ensuring higher factual accuracy and specificity.
Repeatable & Shareable
Assistants can be organized in folders, saved, and reused by your entire team, embedding best practice across diligence workflows.
Having trouble implementing this solution? Our team is here to help.
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