While I am happy to continue testing the AI deal memo generator, I have way too many items to note on the UX of this feature to put them here in a useful structure.
Can we please provide an ability to have the AI generate its answers to questions but keep it hidden so that the humans can actually do the diligence, cross-check with the AI's response, and then consolidate it for the memo?
OR
Allow for the AI to slurp in files from humans who did the diligence and then provide a memo to answer the questions (instead of scraping info and potentially hallucinating).
In this user story, for example, 3 individuals do their diligence and put their notes into google docs or spreadsheets answering all questions listed in the deal memo. Once everyone submits their work, then an admin can generate the memo.

Right now the generated memo is inadequate or inaccurate, and I feel like in Health/MedTech that's going to kill us more than in other verticals.
2 replies
Hey @Varun Turlapati
the deal memo AI is able to handle multiple individuals each submitting a diligence report, with an admin folding it into one memo. It does really well at this.

Check out the full workflow, I just created a demo video for you. If you need any help setting this up or have extra questions, feel free to tag me!

One other note: the AI is trying to answer the memo questions -- so customizing, tweaking, adding, removing questions towards getting a more focused memo draft will change the results. Happy to help with this if you want a hand! Schedule some time with me, or with me and Neal, if helpful.

https://www.loom.com/share/f376920786dc409c9d5249e0bb3f9f28

Video thumbnail


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