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Practical guides for your files and AI
Find practical workflows for funded companies, investors, staff, customers, hotel guests and advisers using their own AI.
Fund managers, LPs and reporting
Answering an ILPA DDQ: share your responses with the policies they cite
Use your AI to draft the selected LP questionnaire answers and cite the supporting policies.
PPM and LPA excerpts: share the sections an LP's AI needs, with a question log
Use your AI to extract the relevant fund terms and identify missing clauses for counsel.
Manager track record: dated, attributed performance evidence for an LP's AI
Use your AI to explain a manager's performance without mixing gross and net return claims.
SPV investor reporting: share the update, the definitions and the capital account note in one pack
Use your AI to draft an SPV update distinguishing quarterly and cumulative distributions.
For LP analysts: what you can and cannot do with a manager's MCP pack
Use your AI to draft an LP diligence note separating manager statements from independent evidence.
Responsible investment DDQ responses (PRI/Invest Europe style): share with cited policies
Use your AI to draft responsible-investment DDQ answers separating policy from evidence of operation.
LP portal vs an MCP pack: what each is for
Use your AI to select report excerpts for AI review while retaining the existing LP portal.
Fund marketing materials: one approved version, one access record per prospect
Use your AI to check the current fund deck's audience approval before sharing.
Explain valuation policy changes to LPs with source evidence
Use your AI to check the effective policy version behind a quarterly valuation.
GP commitment and alignment evidence for an LP's AI
Use your AI to separate intended, committed and funded GP capital.
Comparing fund terms: an LP's own pack of term summaries
Use your AI to compare fund fees using their actual bases and periods.
Syndicate SPV deal deck plus the lead's diligence notes
Use your AI to explain the company opportunity alongside SPV-level costs.
Search fund investor deck: the search thesis, the searcher's evidence and the questions
Use your AI to draft a search-fund investor brief distinguishing the search from a completed acquisition.
Onboarding a fund administrator: specifications and exceptions without live data
Use your AI to map an administrator's reporting specification to sample fields and exceptions.
LPAC materials: conflicts, consents and the question log
Use your AI to prepare an LPAC brief distinguishing requested consent from recorded approval.
Capital call and distribution notice history: a searchable record for an LP's AI
Use your AI to explain the difference between capital-call notices and cash settlements.
Side letters and MFN elections: a question log pack for LP counsel
Use your AI to map side-letter questions to the governing terms and missing election evidence.
Map manager DDQ questions to supporting evidence
Use your AI to map manager DDQ questions to responses and supporting policies.
Explain the reporting-template version in an LP handover
Use your AI to explain reporting-template and definition changes between LP reports.
Separate syndicate interest from documented commitments
Use your AI to separate syndicate interest, documented commitments and received funds.
Map allocator mandate constraints to manager evidence
Use your AI to compare a manager proposal with the allocator's supplied mandate constraints.
Map LP fee and expense questions to report evidence
Use your AI to prepare an LP's fee questions from the report and governing definitions.
Create an SPV underlying-deal report source index
Use your AI to link an SPV update to the underlying company's source material.
Explain supplied definitions beside an SPV report
Use your AI to explain SPV reporting fields and their periods.
Create a target-screening source card for a search fund
Use your AI to prepare a search-fund target screen against the supplied acquisition criteria.
Define evidence scope for a sovereign allocator manager review
Use your AI to prepare a manager evidence scope for an institutional allocator.
Prepare a manager-definition comparison sheet for a fund of funds
Use your AI to compare manager metrics on their stated definitions and periods.
Explain a valuation-policy change in an LP reporting companion
Use your AI to explain a valuation-policy change and its effective date.
Track operational evidence requested from a manager
Use your AI to distinguish written manager policies from operating evidence.
Write a scope note beside a supplied fund track record
Use your AI to define the period, fee basis and attribution of a supplied track record.
Check permission before sharing manager reference material
Use your AI to check permission before circulating manager reference material.
Handover report exceptions with original source references
Use your AI to explain reporting exceptions with the original specification and sample evidence.
Prepare an evidence companion for continuation-fund options
Use your AI to compare the supplied continuation-fund options and unresolved terms.
Map fee definitions across continuation-fund documents
Use your AI to compare fee definitions in existing and proposed continuation structures.
Explain process dates beside a continuation-fund review
Use your AI to prepare a chronology of continuation-fund process dates and pending decisions.
Requests, questions and follow-up
Understand investor questions in your request ledger
Use your AI to summarise the selected request topics and draft a neutral investor follow-up.
Your ledger shows a search with no match. Five things it might mean
Use your AI to compare the unsuccessful search with the document wording and suggest a retry.
Reading an LP's requests to find DDQ gaps before the next call
Use your AI to compare LP request wording with the DDQ headings and find clarification opportunities.
LP reporting: use requests to improve next quarter's definitions, not to rank investors
Use your AI to explain the changed definitions between two quarterly LP reports.
Before IC: trace requests to memo evidence
Use your AI to check an IC paper's forecast citations against the current source versions.
The clarification note: answering a request pattern with one dated file
Use your AI to draft a dated clarification explaining a changed KPI definition.
Human follow-up after requests: three messages that do not profile the recipient
Use your AI to draft a useful clarification offer based on selected request topics.
Checking an AI answer against the source: a reviewer's provenance habit
Use your AI to check a material AI claim against its source's period and definition.
Investigate an MCP search with no matches before changing a pack
Use your AI to investigate why a literal MCP search returned no matches.
Clarify an LP reporting information gap after an MCP request
Use your AI to draft a clarification after a reporting request exposes an ambiguous definition.
Check source independence in an adviser review handover
Use your AI to check whether an adviser report independently supports a repeated claim.
Prioritise evidence clarifications after demo day
Use your AI to prepare follow-up evidence for investors after a portfolio showcase.
Keep a sourced follow-up queue during a manager fundraise
Use your AI to prepare source-linked responses to a fund prospect's supplied questions.
Fundraising evidence
Preparing a Series A data room after your seed round
Use your AI to prepare an introduction pack and a deeper Series A diligence pack for different audiences.
VC analysts: a first-pass screen using the founder's own sources
Use your AI to draft an investment screen checking the deck's customer claim against the definitions.
Prospect, adviser, diligence: one pack each
Use your AI to separate the permitted documents for prospects and appointed advisers.
Founder background checks: what evidence to put in the pack before an investor's AI asks
Use your AI to draft a founder biography distinguishing documented roles from unverified claims.
Traction: define it before an investor's AI searches for it
Use your AI to draft a traction paragraph separating paying customers and free trials.
Stale versions: how to retire an old deck without breaking an active connection
Use your AI to check the current deck version after an accepted drop update.
KPI definitions for investor review: explain what each number means
Use your AI to compare KPI definitions across reports before interpreting changes.
Cash and runway assumptions: share the numbers an investor's AI can check
Use your AI to explain the supplied cash runway scenario and its assumptions.
Cap table summary for investors: share the summary, not the register
Use your AI to explain what the cap-table summary establishes and what dilution evidence is missing.
Vendor security questionnaire responses: share answers with the policies they cite
Use your AI to draft security questionnaire answers tied to the available control evidence.
Customer concentration and contracts: a summary pack for diligence
Use your AI to explain customer concentration with a clear revenue basis and period.
Comparing term sheets with an adviser's AI: a pack with the definitions
Use your AI to compare financing term sheets beyond the headline valuation.
Investor updates as a pack: give existing investors a searchable, dated record
Use your AI to draft an investor update explaining what changed in the assumptions.
Series B: growth metric definitions and cohort exports for a growth investor's AI
Use your AI to compare cohort and company-wide growth measures on their stated bases.
Portfolio company reporting to the GP: one pack per quarter, one connection per fund
Use your AI to map portfolio-company metrics to the GP's requested reporting definitions.
Venture studios: one pack per spin-out, one record per investor
Use your AI to prepare separate company evidence packs for a studio's funded portfolio.
Bridge round: a short pack for existing investors deciding to follow on
Use your AI to draft a bridge financing update explaining changed funding timing.
Australia: capital raising documents (SAFE, term sheet, disclosure) in one adviser pack
Use your AI to check an Australian investor draft against its supplied evidence and audience scope.
For directors: pre-read a board pack with your own AI
Use your AI to prepare a board pre-read with source checks and unresolved decision questions.
LP annual meeting pack: materials, definitions and the Q&A log
Use your AI to prepare annual-meeting talking points tied to performance definitions.
IP and patent evidence pack for investor diligence
Use your AI to summarise IP evidence without turning pending applications into granted rights.
Regulatory status evidence (licences, registrations) for an investor's AI
Use your AI to explain the actual stage of regulatory applications and authorisations.
Customer references and case evidence: a pack that stays within permission
Use your AI to prepare customer references within the recorded disclosure permissions.
Product roadmap vs shipped: a dated evidence pack
Use your AI to separate shipped capabilities from planned features in a product briefing.
Hiring plan and org chart without personal data
Use your AI to explain current team capacity separately from planned hiring.
Impact investing due diligence: evidence of outcomes beside the model
Use your AI to separate reach, outcomes and attribution in an impact investment review.
ESG reporting to LPs: definitions, data cut-offs and the question log
Use your AI to explain the coverage behind portfolio ESG reporting.
Funded university spin-outs: share IP evidence with prospective investors
Use your AI to explain a funded spin-out's IP licence status to prospective investors.
Portfolio showcase packs: share approved company progress with investors
Use your AI to prepare a portfolio-company progress brief using only approved disclosure.
Selling a small business: a seller's evidence pack before the buyer's data room
Use your AI to draft a seller briefing with earnings adjustments clearly qualified.
Build an investor evidence index with claim and source references
Use your AI to build an index connecting investor claims to the files and passages behind them.
Prepare cash and runway assumptions for an investor review
Use your AI to check which cash and burn assumptions support the supplied runway estimate.
Connect a use-of-funds statement to milestone evidence
Use your AI to connect the proposed use of funds to milestones and delivery assumptions.
Write reconciliation notes for management accounts and forecasts
Use your AI to explain the differences between actual management accounts and forecast assumptions.
Prepare a document-version change log for a repeat diligence review
Use your AI to describe material changes between the old and new diligence documents.
Prioritise a startup diligence request list before sharing
Use your AI to prioritise investor diligence requests by stage and approved disclosure.
Prepare a dated founder-experience evidence timeline
Use your AI to build a dated founder experience timeline with relevant evidence.
Prepare retention-cohort definitions for Series A diligence
Use your AI to explain the population and denominator behind retention cohorts.
Explain a revenue-definition source note for investor diligence
Use your AI to separate recognised revenue, bookings and cash collections in an investor response.
Explain sales-pipeline assumptions in a growth handover
Use your AI to identify the assumptions behind the company's sales-pipeline forecast.
Create an approved IP evidence index for investor review
Use your AI to index approved IP ownership, application and licence evidence.
Handover a venture analyst evidence review to a partner
Use your AI to turn an analyst's company review into a source-linked partner briefing.
Map pre-meeting investor questions to approved sources
Use your AI to prepare source-linked answers to questions before an investor meeting.
Show investors the evidence behind portfolio-company milestones
Use your AI to explain the evidence behind portfolio-company milestones before an investor showcase.
Prepare a placement-agent material approval index
Use your AI to check which deal materials a placement agent may circulate to which audience.
Prepare a permission register for investor customer references
Use your AI to check customer-reference permission before sharing names or transcripts.
Share a cap-table explanatory note for a scoped review
Use your AI to explain the ownership assumptions behind a supplied cap-table summary.
Handover written product-validation evidence and open tests
Use your AI to separate completed product tests from planned validation work.
Build a startup risk and mitigation source register
Use your AI to map material startup risks to supplied mitigation evidence.
Map written reference-call transcripts to venture diligence claims
Use your AI to trace diligence claims to an authorised written reference-call transcript.
A focused review pack for angels joining a funded company’s next round
Use your AI to prepare a compact pack for an angel participating in a funded company's next round.
From adviser feedback to revised investor materials: show what changed
Use your AI to explain which adviser comments changed a funded company's investor materials.
Prepare a venture-studio shared-draft disclosure register
Use your AI to separate shared studio templates from company-specific confidential drafts.
Preserve source-owner attribution in a shared deal review
Use your AI to preserve authorship and source attribution across several owners' materials.
Prepare unit-economics definitions for growth-equity diligence
Use your AI to compare growth-equity unit economics using consistent definitions.
Map written management-interview evidence for diligence
Use your AI to map management interview statements to supporting documents.
Prepare a commercial diligence assumption register
Use your AI to separate market evidence from assumptions in commercial diligence.
Write a material-change note after diligence
Use your AI to explain a changed assumption to an existing diligence reviewer.
Close board actions against written evidence
Use your AI to check board action status against supplied completion evidence.
Explain changed assumptions in a special-situations review
Use your AI to explain changes in a special-situations investment scenario.
Keep a proposal assumption and acceptance evidence register
Use your AI to separate proposal assumptions from agreed client scope.
Review attribution in an existing written call transcript
Use your AI to check speaker attribution and corrections in an existing written call transcript.
Write a scope note for an adviser diligence handover
Use your AI to define which sources and questions are included in an adviser handover.
Australian fundraising materials: prepare an evidence pack for investor review
Use your AI to prepare a permitted Australian investor review with source-linked assumptions.
Deals, advisers and investment decisions
Virtual data room vs an MCP file pack: which do you need?
Use your AI to identify which documents to export for an AI review alongside the existing VDR.
Multi-family offices: client reporting packs with separate connections per family
Use your AI to prepare separate client reporting scopes for different families.
Circulating a deal to a family-office network: one pack, many verified recipients, separate records
Use your AI to prepare one approved deal brief with separate named recipient invitations.
'Deal bundler': what we mean, and what this service is not
Use your AI to create a source-owner and permission index for an assembled deal pack.
Quality of earnings questions: management's answers tied to the bridge
Use your AI to explain proposed earnings adjustments and their acceptance status.
Corporate venture units: brief the parent's committee without the startup's full room
Use your AI to draft a corporate venture committee brief with source and claim boundaries.
Year-end audit request list: a pack the auditor's AI can search
Use your AI to map an auditor's request list to available source documents.
Legal due diligence summary: the index, the red flags note and the originals you chose
Use your AI to trace a legal diligence summary to supplied clauses and missing schedules.
Wealth advisers: share a client's proposal pack with the client's own AI
Use your AI to explain an approved client proposal without disclosing the full client file.
Write an investment memo evidence appendix that can be checked
Use your AI to prepare an evidence appendix for an investment committee memo.
Keep an acquisition diligence request closure register
Use your AI to check which acquisition diligence requests have supporting evidence and which remain open.
Prepare revenue-concentration evidence for acquisition review
Use your AI to explain customer concentration in a prospective acquisition.
Prepare counterevidence beside an investment thesis
Use your AI to place contrary evidence beside an investment thesis.
Explain source dates in a family-office direct-deal review
Use your AI to identify stale sources in a family-office direct-deal review.
Trace a co-investment lead memo to underlying sources
Use your AI to trace a co-investment lead's memo back to the underlying company evidence.
Consolidate syndicate member questions without copying private chats
Use your AI to consolidate voluntarily supplied syndicate questions into a source-linked Q&A.
Prepare a client-scope matrix for a multi-family-office review
Use your AI to map family-specific document permissions before a shared advisory review.
Record permission for a family-office network introduction
Use your AI to check the approved recipients and document permissions for a network introduction.
Handover co-investment allocation assumptions as a written note
Use your AI to explain co-investment allocation assumptions separately from agreed allocations.
Build a consent index for permitted deal-material aggregation
Use your AI to check source-owner permission for every item in an assembled deal pack.
Explain working-capital source assumptions in an acquisition pack
Use your AI to explain working-capital assumptions in an acquisition review.
Map a quality-of-earnings report to original schedules
Use your AI to trace quality-of-earnings adjustments back to the original schedules.
Keep an acquisition debt-term evidence register
Use your AI to compare indicative and agreed acquisition financing terms.
Prepare a seller-transition responsibility evidence matrix
Use your AI to identify which seller transition responsibilities are agreed and which are proposals.
Handover independent-sponsor deal conditions with sources
Use your AI to explain an independent sponsor's unresolved funding conditions.
Explain a supplied buyout downside scenario with source references
Use your AI to explain the supplied downside assumptions in a buyout model.
Preserve dissenting source evidence beside an IC paper
Use your AI to preserve dissenting evidence alongside an IC recommendation.
Explain activity after a secondaries NAV cut-off
Use your AI to explain cash activity after the NAV date in a secondaries review.
Index unfunded-obligation evidence for a secondaries review
Use your AI to index outstanding funding obligations in a proposed secondary purchase.
Keep a secondaries transfer-condition source register
Use your AI to identify outstanding conditions in a proposed fund-interest transfer.
Get connected
Your recovery key: why email reset cannot unlock your library, and how to keep it safe
Use your AI to check your recovery preparation before relying on a private library.
Use your own AI on your pack before inviting anyone
Use your AI to test a known source question with your own AI before inviting a recipient.
You've been invited to a pack: verify, approve and connect your own AI in five steps
Use your AI to complete the invited recipient's verification and compatible AI connection steps.
The QR code requests access; it is not a key
Use your AI to use a QR access request to invite a named person after owner approval.
The public sample: a real MCP connection with public information only
Use your AI to try the real public service-information sample before adding private material.
My AI app can't add the connection. What now?
Use your AI to check whether your chosen AI app supports the required connection route.
Didn't get the code? Email verification limits and what to do
Use your AI to use the current email verification code in the browser that requested it.
One hour, one day or seven: choosing an access window
Use your AI to choose an access deadline that fits the actual review.
Access expired: what the recipient sees and what the owner can do
Use your AI to check expiry and request an owner-approved extension when the task continues.
Files, phones and source preparation
Why was my file refused? Scans, images, encrypted ZIPs and size limits explained
Use your AI to choose a supported text-bearing version of a refused document.
Name files and headings so a literal search finds them
Use your AI to suggest file names and headings that include the source's full terms and abbreviations.
Write a one-page index file: the first thing a reviewer's AI should read
Use your AI to draft a first-read index with file versions, dates, purposes and missing evidence.
What fits in 10 MB and 50 files: budgeting a pack
Use your AI to select the relevant documents within the displayed file-count and byte limits.
iPhone: turn a saved document into an AI-ready pack
Use your AI to save the authorised WhatsApp attachment to Files and check it before uploading.
Android: save a document from WhatsApp or email and add it to a pack
Use your AI to choose the intended attachment version from Android Downloads.
Write a data dictionary before an AI reads your CSV
Use your AI to explain CSV fields, units, cut-offs and missing-value meanings.
From Dropbox, Google Drive or OneDrive to a scoped pack (no integration, by design)
Use your AI to select an authorised cloud-drive export for a scoped AI review.
Exporting a Notion or wiki page to a text pack
Use your AI to review a wiki export and identify linked context that was not included.
Credit, property and infrastructure
Covenant compliance certificates: a dated pack for lenders' AI
Use your AI to compare a reported covenant calculation with the agreement definition.
Rent roll and operating data: a dictionary before the AI reads it
Use your AI to explain contracted rent and collected rent before property underwriting.
Development appraisal assumptions: dated inputs and the open permits list
Use your AI to separate quoted costs from modelled sensitivities in a development appraisal.
Loan portfolio sale: a redacted tape sample and dictionary for buyers' AI
Use your AI to explain a permitted loan-tape sample and its missing values.
Borrower reporting to lenders: monthly pack with definitions
Use your AI to draft a lender update preserving each source cut-off.
Infrastructure lenders: technical adviser reports and the permit register
Use your AI to link project schedule assumptions to unresolved permit evidence.
Creditor information pack in a restructuring: dated proposals, clearly labelled
Use your AI to compare creditor proposals without treating proposed dates as agreed terms.
Restructuring advisers: dated proposals vs agreed terms in one pack
Use your AI to compare restructuring drafts by version and actual agreement status.
Explain data-tape cut-offs in a private-credit review
Use your AI to compare loan-tape balance dates with collection and reporting periods.
Prepare a liquidity-assumption companion for an endowment review
Use your AI to compare supplied liquidity needs with the proposed investment's constraints.
Explain covenant definitions in a private-credit evidence companion
Use your AI to explain the agreement definitions used in a covenant calculation.
Map borrower report versions in a credit review
Use your AI to identify the borrower report versions used in a credit review.
Prepare a permitted collateral evidence index
Use your AI to index permitted collateral evidence and unresolved valuation questions.
Handover supplied credit downside assumptions
Use your AI to explain a supplied credit downside scenario without turning assumptions into facts.
Keep a source-date register for distressed liquidity review
Use your AI to identify source-date gaps in a distressed borrower's liquidity update.
Prepare a restructuring consent evidence checklist
Use your AI to check which restructuring consents have actually been recorded.
Explain a rent-roll definition companion for property diligence
Use your AI to explain rent-roll fields before comparing property income figures.
Prepare a property capex scope evidence register
Use your AI to separate proposed property capex from committed works and quotations.
Map infrastructure permit dependencies to written evidence
Use your AI to link infrastructure schedule dependencies to permit evidence.
Prepare a commissioning evidence timeline for infrastructure review
Use your AI to separate proposed commissioning milestones from completed acceptance evidence.
Staff and institutional knowledge
Company policies staff can consult with their own AI
Use your AI to draft a policy answer with the applicable version and any exception requiring human approval.
Give new employees an onboarding pack for their own AI
Use your AI to prepare a first-week checklist from the approved onboarding documents.
Keep hotel staff working from the same approved service information
Use your AI to draft a staff answer distinguishing published arrangements from requests needing a supervisor.
Customer, guest and partner information
Let hotel guests ask their own AI about their stay
Use your AI to answer a guest question using approved property instructions and state what requires hotel confirmation.
Share a customer onboarding pack through a controlled AI connection
Use your AI to prepare the customer next-step checklist from the approved onboarding plan.
Make approved product documentation available to your customers’ AI
Use your AI to answer a product question from the supplied release-specific instructions.
Share partner instructions without exposing your whole internal library
Use your AI to prepare a partner briefing using only the approved external instructions.
Examples use invented documents and figures. Your files, access permissions and choice of AI remain yours.
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