Work on Due Diligence with Ark

Due diligence is a complex process for startups at any stage. Ark is designed to help you navigate it with confidence. Let’s explore how you can work with Ark to streamline your due diligence process!

When you’re on the homepage, click Startup Journey in the sidebar. If the sidebar is closed, click the three-line icon in the top-left corner to open it.

Then, click the magnifying glass icon. A list of topics will appear.

You can scroll through the list or type Due Diligence - Best Practices in the search bar.

Selecting Due Diligence - Best Practices will take you to the relevant folder in the journey—click Start now to continue.

An untouched topic will be labeled ‘Start Now’. Once the topic is in progress, it will be labeled ‘Continue’, and after at least one document has been created, it will be labeled ‘Review’.

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 strategy.

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 Due Diligence AI Agent. We recommend starting with one of the following examples:

• An investor asked me for {{ask/question}}, can you assist me with that?

• What is the best way to design a Data Room?

• What folders should I have in my Data Room?

• What do investors expect at our company's stage from a due diligence process?

• What are the common pitfalls I should avoid when approaching my first Due Diligence process?