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Automated diligence
Whenever something new appears in your pipeline, Amy goes to work. She researches the company, the founders, and the market, checks the claims against public sources, and hands you a structured read before you’ve opened the deck yourself.

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What you get

  • A summary of the company, what it does, and where it sits in the market
  • Background on the founders and key team members
  • A check of the headline claims against public sources, with anything that doesn’t add up flagged
  • A short recommendation on whether this is worth a deeper look

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When to use it

  • You see more inbound than you can manually research
  • You want a consistent first read on every opportunity before you commit time
  • You want the obvious red flags surfaced early

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How to activate

Point Amy at an opportunity and she runs the first-pass diligence for you.
Copy and send to Amy
Pair this with Analyse a Pitch Deck when the opportunity arrives as a forwarded deck rather than a CRM entry.
Save your diligence checklist and investment criteria to your context library, and Amy will run each brief against the exact points your firm cares about.

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Make it a routine

Make it a routine and every new opportunity gets a first read whether or not you noticed it arrive.
Copy and send to Amy

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Integrations needed

CRM

Web search (built into Amy)

X search (built into Amy)

Knowledge base (Google Drive, Dropbox, Box)

Call notes (Fireflies, Granola)

Book a free expert session →

Want to get more out of this recipe? Book a free session with an Amy expert and we’ll tailor it to your workflow, no charge.