How to Build an AI Agent for Due Diligence Webinar Takeaways

Share this post

Key Takeaways: How to Build an AI Agent for Due Diligence

AI adoption in due diligence is accelerating, but most teams are still early in their journey from experimentation to structured implementation. In our webinar, “How to Build an AI Agent for Due Diligence,” discussions and poll insights highlighted how teams are currently using AI, where they are seeing value, and what’s holding broader adoption back.

During the session, we walked through how AI agents can be designed to support diligence workflows, from data extraction and risk flagging to memo generation, along with key considerations around governance, trust, and real-world implementation.

Key Takeaways:

  • Enterprise First: 62% use Copilot (vs. 29% ChatGPT), favoring connected ecosystems
  • Governance Surge: 63% are reviewing or planning to review AI use of GPs this year
  • Explainability ranks as the top AI trust factor for adoption
  • Webinar poll results + Q&As

 

We’ve now made the takeaways and the full webinar recording available for you. To read these topics in detail, download the full takeaways below.

Get Webinar Access

To access the full webinar and key takeaways, fill this form.

Check Other Webinars

How to Build an AI Agent for Investor Relations / RFP Teams

Join DiligenceVault for a webinar on How to Build an AI Agent for Due Diligence, a practical walkthrough of how modern diligence teams design AI agents to extract data, surface risks, generate memos, and strengthen governance.

Key Takeaways: Manager Sourcing in 2026: Finding Alpha in the Age of AI

Missed the session? Access the key takeaways from the webinar, where the discussion and allocator insights highlighted quality constraints in sourcing, steady pitch volumes, and the continued dominance of professional networks in manager discovery.

Key Takeaways: The Institutional Digital Asset Playbook

Missed the session? Review the key takeaways from The Institutional Digital Asset Playbook webinar, including market trends, regulatory shifts, tokenization developments shaping institutional digital assets investing.