Manager diligence
Use AI for a first-pass review of a manager’s strategy, team, track record and terms.
An initial manager review means reading the presentation, questionnaire, performance history and meeting notes.
Where advisory and training could help
Illustrative example · Sample documents and data
Source materials
Documents your team already uses.
Manager presentation
PDF · Strategy and team
Due diligence questionnaire
PDF · Manager responses
Performance history
XLSX · Monthly returns
Meeting notes
DOC · Initial conversation
AI assistance
- Summarize strategy and team
- Review the reported track record
- Flag risks and missing information
- Draft follow-up questions
Sample comparison
- Presentation
- Quarterly liquidity
- Questionnaire
- Annual liquidity
Your review
The presentation and questionnaire describe different redemption terms.
Illustrative finding · Needs review
Confirm which share class each document refers to before comparing terms.
Type of output
First-pass manager review
Would cover
- Strategy and team
- Summary of the mandate, portfolio construction and investment responsibilities.
- Track record
- Review of reported performance, with gaps and comparability limits flagged.
- Follow-up questions
- Questions on terms, risks and missing information for further diligence.
Your investment team decides whether to continue diligence.
How I help
I teach investment teams to use AI for first-pass manager reviews against their own criteria.
Available through individual coaching, team training or retained advisory.