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DealPilot User Guide
Thank you for trying out Deal Pilot. Deal Pilot is Trace8’s AI-Powered Research Tool. This guide is meant to get you started with Deal Pilot in short, easy to consume video bites. As you are exploring the tool, please reach out to me directly with any question, requests, and of course feedback. We are actively refining the AI performance and developing new features and your insights are extremely valuable to us.
Get Started
You can get the gist of Deal Pilot in just a few minutes. Explore on your own or follow the guide here to get started.
1
Create a Deal with a blank due diligence template
1:47 min
2
Use the AI to fill out your due diligence template
0:59 min
3
Review the AI's work and make your edits
1:37 min
4
Try out Free Chat
1:19 min
5
Download a PDF of your work
1:57 min
Go Deeper
Deal Pilot is designed for solo use or for the entire team. It can be used as a workflow, or simply to extract structured data from your fund materials.
1
Use the Due Diligence Workflow
2:27 min
2
Scoring
1:31 min
3
Revisable Fields
1:33 min
4
Customizing your due diligence template and/or creating funnels
2:45 min
5
Customizing the look and feel of your PDFs
1:54 min
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