Due Diligence Automation

Philanthropic opportunity data and governance scores automate vetting and risk assessment for faster decisions.

Business impact

• Due diligence processing time — Shortens time required to vet opportunities by automating data integration and analysis
• Operational efficiency — Improves workflow efficiency by reducing manual tasks and enabling faster decision-making

Data requirements

• Salesforce Data Cloud (Structured) — Aggregates and harmonizes data from multiple sources for comprehensive due diligence
• Governance Maturity Framework scores (Numeric) — Provides governance and transparency metrics to assess impact organisations
• LSEG World-Check screening data (Structured) — Supplies risk and compliance screening information for reputational risk mitigation
• Textual organisation profiles and reports (Text) — Used by AI agents to extract insights and answer queries about opportunities

AI methods and techniques

• Agentic AI — Drives AI agents to autonomously search, filter, and advise on philanthropic opportunities
• Predictive AI — Forecasts risk and impact potential based on historical and governance data

AI models and model families

Agentforce, GPT-4o, Claude

Industries

Real-world evidence

1 documented case study on record.

Companies using this: AVPN.