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ValuticoVDR Docs
Collection · 6 guides

Analyse with AI

Ask the AI assistant about your documents, run questionnaire-based analyses, and export the results as Word, PDF or slides.

1 · The assistant

1How the AI assistant worksWhat the assistant can read, how it cites its sources, when it asks before acting, what artifacts and memory are, and what it costs.2Ask the AI about your documentsOpen the assistant, ask a question about the data room, check the cited sources, refine, and share the conversation with a colleague.3Export a questionnaire or an artifactTurn an evaluated questionnaire into a Word document, and a chat artifact into a PDF, a slide deck or a download you can send to a client.

2 · Questionnaires

4How questionnaires and templates workTemplates hold the questions your firm asks about every company; a questionnaire applies one to a project and has the AI answer each question from the documents, with sources.5Run an analysis with a questionnaireCreate a questionnaire from a template, evaluate its questions against the project's documents, read the answers with their sources, and re-run what needs more work.6Create a template from an existing documentTurn a due diligence checklist you already have, as Word, PDF, PowerPoint or Excel, into a reusable questionnaire template, and control who can edit it.