What Is an Evidence Workroom?
A clear definition of the system between enterprise AI answers and the professional decisions, reviews, and deliverables built from them.
- Keep material claims connected to their evidence.
- Assign review responsibilities before work begins.
- Evaluate the complete IC preparation and review process.
A deal team needs more than answers to individual questions. It needs a shared place to review sources, investigate material issues, record conclusions and prepare IC material that reviewers can inspect.
Keep evidence with the conclusion
A material statement should carry its supporting source, relevant assumptions and known limitations. Reviewers need to understand what supports the statement and what remains uncertain.
Make open questions actionable
Missing evidence should become an owned request, with a clear question and a person responsible for resolution. Management questions and follow-up requests help the team close gaps before memo approval.
Preserve human judgment
AI can assist retrieval, comparison, analysis and memo preparation. Analysts assess the evidence; senior reviewers challenge the conclusions. Your Investment Committee retains the investment decision.
Use a Deal Room for the IC job
Underlying’s Deal Room brings authorized sources and supporting review work into the VDR-to-IC workflow. The pilot selects the capabilities your deal requires, including cited investigation, Findings, management preparation and IC Memo.
Start with one representative source pack and your firm’s format. Evaluate whether the resulting memo and evidence record work for your analyst, senior reviewer and IC process.
Put this into practice
Evaluate one authorized deal pack, your firm’s memo format, and a named analyst and senior reviewer.