How to use Ark to set up your first Advisory Board

The right advisor can transform the trajectory of your startup’s journey. Ark is designed to help you make informed decisions when building or expanding your Advisory Board. Let’s explore how Ark can support you through this process.

In the Ark platform homepage, click on Advisory Board, and then on the sub-folder Advisory Board Setup

Then, create a new project by clicking the plus button. If you already have one, simply select it. Each project has its own dedicated context — meaning the AI will only reference information discussed within that specific project, avoiding any “context pollution.” For example, you can explore different strategies without overlap.

After creating a project, you can start by sending a message in the chat. Your dedicated AI Agent will answer your questions and guide you through a focused discussion on your budget.

You can chat with agents in each folder using three different options:

1. Consult Partner – This is the default option. It’s a free discussion with the AI Partner dedicated to the folder you’re in. You can also ask the AI to generate documents for you.

2. Analyze Document – This option allows you to upload documents you’ve created or received from stakeholders (for example, an investor) and get an analysis, such as a list of insights or a risk assessment to the received document.

3. Teach Ark – This option lets you teach Ark new information about your company. Everything Ark knows about you is managed in the Company Profile. By selecting Teach Ark, you can upload documents or share information in the chat that you’d like Ark to learn

There are many topics you can discuss with the Advisory Board AI Agent. We recommend starting with one of the following examples:

• We wish to setup an advisory board, what are some things to consider. How should we approach that?

• Create a roadmap of starting an advisory board

• We’ve met a potential advisor we’d like to engage. What’s the recommended way to initiate that conversation?