Tag: Manager Research

Rethinking Research with AI: Where Does Judgment Still Matter?

Explore how research and diligence teams are using AI across manager research, ODD and investment workflows, and where human judgment still matters.

Beyond “Summarize This”: Practical AI Prompts for Research and Due Diligence

Join us for a live session on writing clearer AI prompts for research, due diligence and RFP work. Learn the BRIEF framework, see how to turn “Summarize this DDQ” into meeting preparation, and use targeted checks in place of “Are

CASE STUDY: How GEM Investments used AI to move from raw notes to research conviction with DV Assist

See how GEM Investments uses DV Assist to save 1–3 hours per manager review, surface key insights from complex fund documents in minutes, and streamline ODD and compliance memo writing.

Key Takeaways: Beyond the AI Chatbot: Real Use Cases for Manager Research, ODD, and Investor Responses

Explore key takeaways from DiligenceVault’s live session on Beyond the AI Chatbot, covering real-world AI use cases across manager research, ODD, and investor responses.

Key Takeaways: Building AI Agents for Investor Relations & RFP Teams – APAC Edition

Explore key takeaways from DiligenceVault’s live session on building AI agents for IR and RFP teams, covering AI workflows for RFP responses, investor and competitive research, and practical approaches to AI adoption.

Boston Manager Research and ODD Roundtable 2026

At our Boston Manager Research & ODD lunch roundtable, one theme ran through the conversation: innovation is moving faster than governance. Allocators across MFOs, OCIOs, endowments, consultants, and insurance shared candid perspectives on AI governance, valuation scrutiny, structured DDQs, fee

Key Takeaways: How to Build an AI Agent for Investor Relations / RFP Teams

Explore the key takeaways from DiligenceVault's live session on building AI agents for IR and RFP teams from prompt design and content curation to deploying AI-powered autofill with guardrails at scale.

The AI Memo Is Not the Problem. The Process Is.

Speed isn't the IC memo problem. The process is. How allocators can rebuild AI memo generation around firm-specific context, judgment, and the reads each IC function actually needs.

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

Missed the session? Explore key insights from our latest webinar on building AI agents for due diligence, including adoption trends, top use cases, and how teams are approaching AI governance.

InvestTech 2026: The World We Can Create

Read our blog InvestTech 2026 to discover how AI has revealed the intelligence debt embedded in investment workflows, highlighting why durable systems determine how intelligence compounds over time.