VCIC
Aalto
UNC
D
01 / Introduction

VCIC - Agentic Diligence

Project Management Plan & Overarching AI Tool Goals

Overall objective: Showcase AI tools applied to the VCIC workflow.

We will cover:

  • Preparation & setup phase
  • Execution & simulation of workflow
  • Using multiple AI models (Gemini, GPT-4o, Perplexity, Grok) for different tasks

AI Tool Goal:

Streamline research, synthesis, and presentation so students can focus on actionable insights instead of routine tasks.

02 / Planning

Phase 1: Preparation & Setup

  • 1

    Create Project Plan & Define Team Roles

    Develop a comprehensive project plan and clearly define roles among group members. Each member should:

    • Outline their specific responsibilities and deliverables
    • Define their AI agent team composition and specializations
    • Describe how their agents will collaborate to complete assigned missions
    • Establish communication protocols between team members and their agent teams
  • 2

    Gather & Organize Materials

    Collect and organize all necessary documents and resources:

    • Curen PDF
    • SmartBubbles PDF
    • LHB PDF
    • VCIC templates
    • SERAF guide
  • 3

    Confirm AI Tool Access

    Gemini
    ChatGPT GPT-4o
    Perplexity
    Grok
03 / Execution

Phase 2: Execution – Simulating Workflow

Initial Research & Understanding

Conduct structured analysis for each company:

Curen
SmartBubbles
LHB
1

Use structured analysis & SERAF approach

Apply systematic framework to evaluate each company consistently.

2

Draft "Rejected Startup Summaries"

Create concise summaries for the 2 companies you won't choose.

3

Deep-dive on primary company

Analyze memo, term sheet, scenario simulations, and optional attachments.

4

Incorporate specific AI prompts

Develop tailored prompts for each step of the analysis process.

"The key is to simulate the actual workflow, demonstrating how AI tools can enhance each step without replacing critical thinking."

04 / Key Points

Overarching Key Points for Students Using AI Tools

1
Task-Specific Models

Shift from single chat usage to task-specific models for synergy across different AI tools.

2
Human-Agentic Workflows

Integrate human-agentic workflows by cross-leveraging multiple AI tools for comprehensive analysis.

3
Iterative Refinement

Emphasize chain-of-thought reasoning, push-back, and iterative refinement to improve AI outputs.

4
Store Key Contexts

Always store key chat links & prompt contexts for ongoing synergy and reference.

Multiple Vantage Points

Use specialized AI agents with distinct roles to gain diverse perspectives:

'DeepResearch' Agent
Orchestrator Agent
Specialized Agents
05 / Detailed Pointers

Detailed Pointers & Roles

1

Plan of Attack

Every project is capped by its plan of attack. Create a comprehensive strategy before diving into execution.

2

Team & Agent Roles

Decide on team roles, then define agent subroles to handle specialized tasks:

"Risk Auditor"
"Market Maven"
"Financial Analyst"
3

External Feedback

Consider interviews or external push-back for real feedback to validate AI-generated insights.

4

Dictate or Narrate

Dictate or narrate everything—letting AI handle the documentation while you focus on analysis.

5

Self-Grade

Self-grade by comparing AI outputs with peer or mentor reviews to identify areas for improvement.

06 / Conclusion

Wrap-Up & Agenda Recap

You now have a full plan: from initial doc prep and AI tool assignment to final synergy.

Next Steps:

1

Smart Steps – Efficient Due Diligence

Walk through the structured approach to conducting efficient due diligence using AI tools.

2

SERAF-based Deep Dive

Explore the SERAF framework for comprehensive startup analysis and evaluation.

3

GPT Agents in Action

See practical examples of GPT agents working together to solve complex problems.

Remember:

The goal is not to replace human judgment but to augment it. AI tools should help students focus on higher-level analysis and decision-making by handling routine tasks and providing structured insights.