How to draft a deal screening memo from a CIM with AI
A step-by-step method for drafting a CIM screening memo in Claude or ChatGPT, with a page number and a verbatim quote behind every figure.
AI
Why your firm's AI seats aren't turning into workflows
Most firms with Claude or ChatGPT seats get a few faster people, not a shared process. Why that happens, and how to make one workflow standard.
Claude vs. ChatGPT vs. Microsoft Copilot for investment firms
A buyer's comparison for fund COOs: training defaults, admin controls by plan, Excel and PDF work, citations, and Microsoft 365 fit, as of October 2026.
Is it safe to put a CIM into ChatGPT? A guide for COOs and CCOs
Personal AI accounts are the wrong place for a CIM. What business plans change, and what your NDA, MNPI policy, and records rules still require.
Where AI still isn't reliable in underwriting, and what to do
AI reads deal documents well and still gets spreadsheet math wrong. Which underwriting tasks to automate, which to check, and which to keep out of scope.