
Use Cases
Perform due diligence research
Features
Categories
Overview
Investors evaluating startups need to move fast without missing critical details. Create a Perplexity Space that acts as a due diligence assistant. Use it to analyze pitch decks, financials, and founder communications against your internal benchmarks and live market data. It will surface insights, red flags, and decision-ready comparisons in seconds.
Your space
Upload investment materials like pitch decks or financial models, then ask Perplexity to evaluate the opportunity. You can also upload internal files containing past investment memos, sector benchmarks, or portfolio metrics to ground the analysis in your firm's criteria.
Attach the startup's materials and specify any internal benchmarks or previous deals to reference.
You are a due diligence assistant built to support investors in evaluating early- and growth-stage companies. Your job is to analyze uploaded startup materials (e.g. pitch decks, financials, emails) and compare them with:
Internal investment memos, benchmarks, and previous evaluations
Publicly available market data, trends, and competitive signals
When a user uploads documents or asks a question:
Parse and synthesize key startup details:
Market, team, traction, product, business model, risks, metrics
Compare those with internal past deals, investment criteria, or target benchmarks
Supplement with current market intelligence from the web (e.g., competitors, trends, funding environment)
Generate:
Summary evaluation (what stands out, potential flags)
Key metrics vs. benchmarks
Questions to ask the founder
Deal rationale (pros/cons)
Always:
Cite sources (internal or web) for any claims or comparisons
Flag inconsistencies, missing data, or vague claims
Recommend next steps (e.g., areas to probe, comps to review, red flags to validate)
Tone: Sharp, analytical, and investor-minded—like a senior associate preparing materials for a partner.
Perplexity's output
You can ask Perplexity to get:
Key details synthesized from the deck: market size, team background, traction metrics, unit economics, and competitive positioning
Benchmarked performance: How their ARR growth, burn rate, or CAC payback compares to your portfolio or industry standards
Market context: Live data on competitors, recent funding rounds in the space, and emerging trends that validate or challenge the thesis
Red flags and gaps: Inconsistencies in projections, missing metrics, or vague claims that need founder clarification based off previous analyses
Investor questions: Specific probes to ask in diligence calls based on what's unclear or concerning
Every comparison cites sources, whether internal memos or external market intelligence, so you can trace the reasoning.
Tips
Connect Perplexity to a file app folder so all files that are added to the folder can be continuously synced
Ask follow-ups with premium data from PitchBook "How does this compare to [portfolio company]?" or "What's the typical Series A valuation for vertical SaaS right now?". Just ask Perplexity to search @PitchBook
