> ## Documentation Index
> Fetch the complete documentation index at: https://docs.amy.vc/llms.txt
> Use this file to discover all available pages before exploring further.

# Automated Diligence

> Run a first-pass diligence on every new opportunity the moment it lands.

<Frame>
  <img src="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/automated-diligence.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=c92a6f25f4f0157c5fa24c30755d5877" alt="Automated diligence" width="2400" height="1260" data-path="images/recipes/automated-diligence.png" />
</Frame>

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.

## 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

## 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

## How to activate

Point Amy at an opportunity and she runs the first-pass diligence for you.

```text title="Copy and send to Amy" wrap theme={null}
Run first-pass diligence on [company or opportunity]. Research the company, founders, and market, check the headline claims against public sources, flag anything that doesn't add up, and give me a short recommendation on whether it's worth a deeper look.
```

<Note>
  Pair this with Analyse a Pitch Deck when the opportunity arrives as a forwarded deck rather than a CRM entry.
</Note>

<Tip>
  Save your diligence checklist and investment criteria to your [context library](/context-library), and Amy will run each brief against the exact points your firm cares about.
</Tip>

## Make it a routine

Make it a [routine](/routines) and every new opportunity gets a first read whether or not you noticed it arrive.

```text title="Copy and send to Amy" wrap theme={null}
Every weekday at 8am, check my CRM for opportunities added in the last 24 hours and run first-pass diligence on each: research the company, founders, and market, check the headline claims against public sources, flag anything that doesn't add up, and give me a short recommendation on whether it's worth a deeper look.
```

## Integrations needed

<CardGroup cols={3}>
  <Card title="CRM" icon="database" />

  <Card title="Web search (built into Amy)" icon="globe" />

  <Card title="X search (built into Amy)" icon="search" />

  <Card title="Knowledge base (Google Drive, Dropbox, Box)" icon="folder-open" />

  <Card title="Call notes (Fireflies, Granola)" icon="mic" />
</CardGroup>

***

<Card title="Book a free expert session →" icon="calendar-check" href="https://cal.com/team/amy/amy-expert-session" color="#2A2C24" horizontal>
  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.
</Card>
