Join the DiligenceVault team for a practical, 30-minute training session on writing clearer AI prompts for investment research, due diligence, and RFP workflows.
Most of us start with “Summarize this.” It works for a first pass, but it rarely provides what you need for a hard meeting, a memo, or a questionnaire response. The gap is usually the brief. A good analyst would ask what the work is for, which documents to use, and what to do when information is missing. AI may need the same clarity.
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
Key Discussion Highlights:
- Learn BRIEF, a five-part framework for writing clearer AI instructions
- See how to turn “Summarize this DDQ” into practical meeting preparation
- Explore how to draft questionnaire responses while preserving qualifications and supporting evidence
- Learn targeted checks that can help surface weak support, missing information, and conflicting sources
Ideal for: Investment researchers, diligence professionals, and RFP teams.
Walk away with a one-page worksheet, example prompts, and a practical framework you can apply to your next research or due diligence task.
Please use only tools and data approved by your firm. Examples in the webinar are fictional.