Asking AI assistant questions about deal room data

The AI assistant chatbot is available only to members with access to deal room settings.

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
Deal room events and event participants
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

For example, you can ask the AI Assistant which company applications a specific member has marked funding interest on.

AI Assistant is unable to provide information about funding interest by funds. It handles fund interests as individual interests by members who have invested in the fund, proportional to their share in the fund.

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 events data:

Event name
Event description
Event time
Event tags
Event's registration type
The external registration URL
Invited members and companies
Participation status of members and companies who have marked their attendance status.

Event participants who have not received an invite or marked attendance status will not be processed by the AI assistant.

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

Optimizing your AI prompts

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. For example, if you ask it to match companies with members based on industries, you should make sure that companies are asked to identify their industry in your application form, you have member profiles enabled in your deal room, and member profiles include information on industry interests and/or industry expertise.

Here are some examples of optimized prompts.

Finding members who are interested in investing in a specific sector

Review the profiles of all members and check their about sections, bios, notes, and any other relevant data that might indicate interest in the healtech industry.

Finding applications in a specific step that are operating in a specific sector

Find all applications in the Inbox step that are in the healthtech industry.

Finding members for due diligence who have invested in companies in a specific industry and have indicated interest/expertise in that industry

Now let's combine these approaches to identify the best-fit members for conducting due diligence on a healthtech company.

Find members in my deal room who are the best fit for conducting due diligence for a company in the healthtech industry.

Follow this step-by-step plan:
1. Review the profiles of all members and check their about sections, bios, notes, and any other relevant data that might indicate experience or interest in the healthtech industry.
2. Find all applications in the Invested step that are in the healthtech industry.
3. Identify portfolio company rounds that are connected to the previously found health tech applications and where the investors are members who have shown interest in investing in healthtech.
4. Respond with an ordered list of members, ranked by best fit at the top. Include an explanation for each member about why they are a good fit.

Updated on: 07/11/2025

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