“Summarize this” and “Populate this DDQ” are useful starting prompts. Getting an output you can use takes more iterations. Learn how to turn diligence materials into sharper questions, prepare for manager meetings, and draft well-supported questionnaire responses, with less time spent reworking AI outputs.
Join us for a practical session for allocators and asset managers on bringing clearer instructions and techniques into AI workflows.
Date and Time:
APAC: Wednesday, 25 November · 2:30pm AEDT
Register Now → https://diligencevault.zoom.us/webinar/register/WN_6Ug5A6bcRsu7ng7DmLBK7w#/registration
US and Europe: Tuesday, 1 December · 11:00am ET
Register Now → https://diligencevault.zoom.us/webinar/register/WN_vNcRU_3cQZSTteME-p3PFw#/registration
We’ll introduce BRIEF, a simple framework for structuring prompts, and show how to:
- Turn a diligence packet into focused meeting preparation and follow-up questions.
- Draft questionnaire responses that preserve supporting evidence and important qualifications.
- Check AI outputs for missing information, conflicting sources, and unsupported claims.
You’ll leave with example prompts and a one-page worksheet to apply to your next task using your firm’s approved AI tools.