Key takeaways
- Planned for the first release.
- Answers come from one deal's record and cite the slide, timestamp, file page or source.
- It sees only what the person asking is allowed to see, using the same permission check as every page.
- Drafts and proposed brief edits wait for a person to approve them.
Planned feature: not in Delsivo yet, and details may change before it ships.
What you can ask the AI deal assistant
The assistant is for questions you would otherwise answer by opening five tabs. Examples:
- What did the founder say about churn, and does it match the deck?
- Which thesis criteria are still Unknown, and what would answer them?
- List every revenue figure in this deal with its period and source.
- Draft three follow-up questions about the pilot customers.
- What changed between deck version 1 and version 2?
Every answer cites where each statement came from, so you can open the slide, play the interview moment or read the file page.
What it can and can't reach
| Source | Used by the assistant | Condition |
|---|---|---|
| Deck versions and extracted facts | Yes | Always on the deal |
| Interview transcripts | Yes | If you can view the interview |
| Form answers and room files | Yes | Only scanned files you are permitted to open |
| Saved research findings | Yes | With their dates and sources |
| Other deals in your fund | No | Scoped to one deal by design |
| Other funds' data | Never | Tenant separation in the database |
| Restricted files | No | A file you can't open never appears in an answer, snippet or citation |
How a suggestion becomes part of the record
- 1You ask a question in the deal.
- 2The assistant retrieves only permitted material and drafts an answer with citations. Quotes not found in a source are removed.
- 3If it proposes a brief change or a new claim, the proposal appears as a labelled AI suggestion.
- 4You accept, edit or dismiss it. Accepted changes are logged with your name.
- 5A drafted founder message goes to the normal approval step. Nothing reaches a founder on the assistant's say-so.
Limits worth knowing
The assistant only knows what is in the deal. If the deck never mentioned gross margin, it says the record doesn't show it rather than estimating one. Text inside uploaded documents and web pages is treated as data, not instructions, so a line in a deck that tries to steer the AI is ignored.
When the AI service is unavailable or failing its checks, the assistant is switched off and the deal stays fully usable by hand. Planned scope may change after design partner pilots.