AI assisted diligence

Turn expert interviews into
cited, decision-ready
evidence.

ExpertSignal reads your transcripts and documents, tests them against your investment hypotheses, and pulls the metrics that matter — with every finding backed by a verbatim quote from the source.

Hypothesis Finding Supports

Analytics drive retention more than the core workflow

The expert repeatedly ties renewal decisions to the benchmarking and reporting layer — not the day-to-day workflow — and contrasts it with cheaper tools that lack it.

Source · Expert interview
“…honestly it's the reporting that keeps us. We've trialed cheaper tools, but none let us benchmark performance across sites the way this does — and that's the number we take to the board.”

The usual way

  • Findings buried across a dozen call notes and transcripts.
  • Metrics re-keyed by hand into a spreadsheet.
  • Claims in the memo you can't quickly trace to a source.
  • Analysts spending the night reading, not deciding.

With ExpertSignal

  • Findings organized by hypothesis, across every call.
  • Metrics extracted into one grid, call over call.
  • Every claim linked to the exact passage it came from.
  • The team reviewing evidence, not hunting for it.

The product

Built for teams who have to be right.

Structured research

Hypothesis-driven diligence, not confirmation bias

Expert calls slide too easily into confirmation bias. ExpertSignal tests every interview against each of your hypotheses, surfacing disconfirming evidence instead of burying it. A gut-feel exercise becomes a disciplined, hypothesis-driven research project.

Hypotheses · Alvarez

Analytics drive retention, not the core workflow

Expert ties renewals to benchmarking, not day-to-day use.

Supports

Switching costs lock in customers

Team describes trialing multiple vendors each renewal.

Refutes

Pricing holds up in a downturn

Not addressed in this interview.

No evidence
Key metrics

Quant metrics without the copy-paste errors

Any numbers you track are extracted automatically from every call into one grid, with no error-prone copy-paste or re-keying. And every value keeps its lineage back to the source it came from, so you can trust the figure and verify it in a click.

Key metrics · Customer panel

Expert NPS ARR Churn
Maya Alvarez 8 $2.5M 7%
James Whitfield 10 $1.8M
Priya Nair 9 $3.1M 5%
Every value traces to its source
Lineage validation

Say goodbye to AI hallucinations

Lineage validation traces every quote back to its source and confirms it word-for-word — deterministically, with no model in the loop. If the passage isn't there, the citation never appears. The AI can surface evidence; it can't invent it.

Source · Alvarez interview

Quote 1 / 3

…we've trialed cheaper tools over the years. None of them let us benchmark performance across sites the way this does, and that reporting is the number we actually take to the board. That's the reason we renew, honestly…

Lineage validated · verbatim in source

Supports Analytics drive retention

How it works

From raw transcripts to a defensible view — in three steps.

01

Upload

Drop in transcripts and documents from any expert network — no new workflow to learn.

02

Analyze

ExpertSignal evaluates your hypotheses and extracts the metrics you care about, call by call.

03

Review

Every claim is cited. Verify the evidence, resolve the open questions, and move the deal forward.

Real-time visibility

Deals move fast.
Findings shouldn't wait for a report.

Get real-time visibility into key findings across the project as each interview lands — no waiting hours or days for an analyst to write it up.

Updated live as calls land

See it on your own diligence.

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