When Microsoft Copilot became available last year, we saw an opportunity—not just to experiment with AI, but to integrate it meaningfully into our workflows. Since then, we’ve embedded AI into our processes across the company, from underwriting and loan servicing to investor communications and compliance reviews.

But one area where we felt AI could be a valuable tool is in due diligence.

There’s been a lot of discussion in one of the investor forums we’re part of about using AI to perform due diligence on private investment funds. We’ve read the commentary, and we agree: AI has the potential to help investors ask sharper questions and make more informed decisions.

So we decided to take it a step further.