Asking AI assistant questions about deal room data (Investor Plus)

How does the AI Assistant chatbot work?

You can access the AI chatbot by using the “Assistant” button at the top of your screen on the left from the deal room search.

You can ask the AI assistant questions about following deal room data:

Company applications (except for applications in cold archive steps)
Application tasks & funding interests
Deal room members
Portfolio data

For best result, we recommend using full sentences not only keywords when chatting with Dealum's AI Assistant.

The AI Assistant is able to provide answers based on the following company applications data:

Application create date
Application tags
Internal notes
Location in the funnel
Company brand name
Answers to application questions based on the current step setup

For example, when you don't remember the company name but remember some details about them, you can ask the AI Assistant to find the company for you by describing these details.

The AI Assistant is able to provide answers based on the following application tasks data:

Task assignee
Application task is connected to

For example, you can ask the AI Assistant to find all tasks that are assigned to a specific member.

The AI Assistant is able to provide answers based on the following funding interests data:

Members who have marked funding interest or whom behalf the interest has been marked on
Application interests have been added to

The AI Assistant is able to provide answers based on the following deal room members' data:

Member names
Join dates
Member tags
Admin notes about members
Member's access group
Member bios
Members' about sections
Answer to member profile questions

The AI Assistant is able to provide answers based on the following portfolio data:

All round data, including the description
Member investments in rounds and member investment descriptions
Lead investor status assigned to members in a portfolio company
Information in the company application connected to the round in portfolio

To get the most out of your available AI credits, we recommend making your prompts as specific as possible. If you tell the AI Assistant which data it should look through and which data it should ignore in finding an answer to your question, the AI Assistant will be able to process only a subset of your deal room data and thus, reduce credits consumption. The bigger the data set that needs to be processed for answering a prompt is, the more credits are consumed. When asking the AI Assistant questions, please also make sure that necessary data for answering your question exists in the deal room.

Updated on: 05/12/2025

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