Guides for the work between VDR and IC.
Practical notes on reviewing deal sources, resolving open questions, and preparing an IC memo.
Start here
A practical place to begin.
How to Evaluate a VDR-to-IC Memo Pilot
Define the source pack, IC output, analyst and reviewer responsibilities, and baseline before testing an evidence-to-memo workflow.
Latest notes
What Is an Evidence Workroom?
A clear definition of the system between enterprise AI answers and the professional decisions, reviews, and deliverables built from them.
The Source Changed. Which AI Work Is Now Stale?
A practical design for tracing late-arriving evidence into findings, reviews, models, and transaction deliverables.
The library
More field notes.
6 articles
Why a Chat Answer Is Not a Diligence Record
A practical framework for moving from useful AI answers to cited, reviewed, and reusable transaction work.
From Data Room to Working Evidence Base
How to organize transaction sources so questions, analyses, findings, and deliverables can reuse the same record.
A Better ROI Model for AI-Assisted Diligence
Measure avoided rework, review effort, and cycle time without relying on unsupported automation benchmarks.
Questions to Ask About AI Workspace Isolation
A security review checklist for identity, workspace access, connectors, model providers, retention, and auditability.
Designing an Evidence-Backed IC Memo Workflow
How to connect source review, analysis, findings, approvals, and memo production without automating the investment decision.
Build or Buy an AI Evidence Workspace?
A decision framework for teams comparing internal development with a purpose-built professional AI workspace.
Test it on an approved source pack.
See how source review, Findings, and a cited IC draft fit your team’s workflow. We’ll discuss your memo format, review process, and setup requirements.