How to Build an AI Agent for Due Diligence Webinar Takeaways

Key Takeaways: How to Build an AI Agent for Due Diligence

AI adoption in due diligence is accelerating, but most teams are still early in their journey from experimentation to structured implementation. In our webinar, “How to Build an AI Agent for Due Diligence,” discussions and poll insights highlighted how teams are currently using AI, where they are seeing value, and what’s holding broader adoption back.

During the session, we walked through how AI agents can be designed to support diligence workflows, from data extraction and risk flagging to memo generation, along with key considerations around governance, trust, and real-world implementation.

Key Takeaways:

  • Enterprise First: 62% use Copilot (vs. 29% ChatGPT), favoring connected ecosystems
  • Governance Surge: 63% are reviewing or planning to review AI use of GPs this year
  • Explainability ranks as the top AI trust factor for adoption
  • Webinar poll results + Q&As

 

We’ve now made the takeaways and the full webinar recording available for you. To read these topics in detail, download the full takeaways below.

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