--- title: Kruncher for Due Diligence description: Due Diligence image: https://blog.kruncher.ai/hubfs/blank%20thumbnails%20for%20indexes.jpg --- [Skip to main content](https://blog.kruncher.ai/master/kruncher-for-due-diligence#main) [![KRUNCHER BLOG LOGO](https://blog.kruncher.ai/hs-fs/hubfs/KRUNCHER%20BLOG%20LOGO.png?width=236&height=80&name=KRUNCHER%20BLOG%20LOGO.png) ![KRUNCHER BLOG LOGO](https://blog.kruncher.ai/hs-fs/hubfs/KRUNCHER%20BLOG%20LOGO.png?width=236&height=80&name=KRUNCHER%20BLOG%20LOGO.png) ![KRUNCHER BLOG LOGO](https://blog.kruncher.ai/hs-fs/hubfs/KRUNCHER%20BLOG%20LOGO.png?width=354&height=120&name=KRUNCHER%20BLOG%20LOGO.png) ![KRUNCHER BLOG LOGO](https://blog.kruncher.ai/hs-fs/hubfs/KRUNCHER%20BLOG%20LOGO.png?width=354&height=120&name=KRUNCHER%20BLOG%20LOGO.png)](https://blog.kruncher.ai/guides) - [Show submenu for Guides Guides](https://blog.kruncher.ai/guides) - [Getting Started](https://blog.kruncher.ai/master/getting-started-with-kruncher) - [Configuring Kruncher](https://blog.kruncher.ai/master/configuring-kruncher) - [Deal Screening](https://blog.kruncher.ai/master/kruncher-for-deal-screening) - [Due Diligence](https://blog.kruncher.ai/master/kruncher-for-due-diligence) - [Portfolio Management](https://blog.kruncher.ai/master/kruncher-for-portfolio-management) - [Alpha Generation](https://blog.kruncher.ai/master/kruncher-for-generating-alpha) - [IC Deck and Memos](https://blog.kruncher.ai/master/kruncher-for-ic-decks-and-memos) - [Advanced Features](https://blog.kruncher.ai/master/advanced-features-and-automations) - [Video Guides](https://kruncher.ai/videos/) - [Blogs & Essays](https://blog.kruncher.ai) Open main navigation Close main navigation - Show submenu for Guides Guides - Guides - [Guides](https://blog.kruncher.ai/guides) - [Getting Started](https://blog.kruncher.ai/master/getting-started-with-kruncher) - [Configuring Kruncher](https://blog.kruncher.ai/master/configuring-kruncher) - [Deal Screening](https://blog.kruncher.ai/master/kruncher-for-deal-screening) - [Due Diligence](https://blog.kruncher.ai/master/kruncher-for-due-diligence) - [Portfolio Management](https://blog.kruncher.ai/master/kruncher-for-portfolio-management) - [Alpha Generation](https://blog.kruncher.ai/master/kruncher-for-generating-alpha) - [IC Deck and Memos](https://blog.kruncher.ai/master/kruncher-for-ic-decks-and-memos) - [Advanced Features](https://blog.kruncher.ai/master/advanced-features-and-automations) - [Video Guides](https://kruncher.ai/videos/) - [Blogs & Essays](https://blog.kruncher.ai) - [Back to Home](https://kruncher.ai/) [Back to Home](https://kruncher.ai/) # Kruncher for Due Diligence [Kruncher](https://blog.kruncher.ai/master/author/kruncher) Dec 1, 2025 2:43:04 PM These guides cover the basics of understanding and configuring Kruncher to streamline your due diligence. GUIDE INDEX 1. [Due Diligence Workflow & Documentation](https://blog.kruncher.ai/master/kruncher-for-due-diligence#due-diligence-workflow) 2. [Customizing Investment Memos, Portfolio Reports, and Preparation Notes](https://blog.kruncher.ai/master/kruncher-for-due-diligence#customizing-memos) 3. [Exporting Reports (Docs / PDF / PowerPoint)](https://blog.kruncher.ai/master/kruncher-for-due-diligence#exporting-reports) 4. [Peer Analysis: Comparing Companies in Kruncher](https://blog.kruncher.ai/master/kruncher-for-due-diligence#peer-analysis) 5. [Automatically Ingest Meeting Transcripts](https://blog.kruncher.ai/master/kruncher-for-due-diligence#meeting-transcripts) --- ## Due Diligence Workflow & Documentation One of Kruncher's most powerful capabilities is streamlining the due diligence process from initial evaluation to investment committee presentation. This can look like: - **Automatically generate IC-ready investment memos in hours instead of days,** pulling from all available data sources. - **Centralize all DD materials** (pitch decks, financials, call transcripts, data room documents) into one structured, searchable repository - **Track DD progress across multiple deals simultaneously** with automated updates and version control - **Export polished reports in your fund's format** for IC meetings, board reviews, or LP communications. This makes due diligence both faster and more thorough. Some funds use Kruncher to handle the entire DD workflow end-to-end. Other funds use Kruncher to automate the research and synthesis while keeping final review in existing tools. If you'd like to customize Kruncher's due diligence workflow for your fund's specific process or reporting requirements, [**schedule a call**](https://updates.kruncher.ai/meetings/francesco-de-liva) with our team.   ## Customizing Investment Memos, Portfolio Reports, and Preparation Notes Every generated company report in Kruncher comes with either an Investment Memo, Portfolio Performance Report, or Preparation Notes pertaining the company. - **Investment Memo: **A recommendation/justification of why your fund could invest in this company. - **Portfolio Performance Report: **A periodical report of a portfolio company: how it's doing, growth so far, highlights, concern areas, and lists action items if any. - **Preparation Notes: **By default, this note is used to assist your first meeting with the company's founders, providing topics to touch on and additional context for you. Example of a generated Investment Memo: ![Screenshot_813](https://blog.kruncher.ai/hs-fs/hubfs/Screenshot_813.png?width=1897&height=1050&name=Screenshot_813.png) These memos are auto-generated by a prompt that lays down how they are generated. [Find the prompt editors here](https://kruncher.ai/app/settings/investment-memo/) or by clicking on the "Customize AI Prompt" button at the bottom right of a memo.  These prompts work like a message you send to LLMs like ChatGPT/Claude/Gemini to perform a specific task, provide context, and lay down output structures. ![Screenshot_814](https://blog.kruncher.ai/hs-fs/hubfs/Screenshot_814.png?width=1898&height=1199&name=Screenshot_814.png) Simply edit the text directly per your own fund's needs. When done, click on the "Save Changes" button. By default, the Inbox deal stage generates Preparation Notes. The Portfolio deal stage generates Portfolio Performance Reports. Every other deal stage generates Investment Memos. To change this which memo each deal stage will generate, click on the (⚙️) icon on each column of the deal stage, and select the appropriate memo on "Memo Type". ![change memo type compressed v2](https://blog.kruncher.ai/hs-fs/hubfs/change%20memo%20type%20compressed%20v2.gif?width=439&height=595&name=change%20memo%20type%20compressed%20v2.gif) Click Save. [Read this guide to learn more about customizing memos.](https://blog.kruncher.ai/guides/how-to-customize-memos)   ## Exporting Reports (Docs / PDF / PowerPoint) Other than viewing the reports inside Kruncher, you can also export the reports into these file formats to have a local copy of: - Word Document (.docx) - Portable Document Format (.pdf) - PowerPoint Presentation (.pptx) In the left tab, open up the Export tab. The first three options will export the entire report into its selected format. Simply click one of the three options and your export will start downloading immediately. Here are some examples: Export as PDF or DOCX ![Screenshot_346](https://blog.kruncher.ai/hs-fs/hubfs/Screenshot_346.png?width=1133&height=867&name=Screenshot_346.png) Export as PowerPoint Presentation ![Screenshot_345](https://blog.kruncher.ai/hs-fs/hubfs/Screenshot_345.png?width=1843&height=885&name=Screenshot_345.png) To get a more focused or limited document, you can export only specific sections of the report into Word document (.docx) or a presentation file (.pptx) Select "Generate Custom Report" and you will see template options to get started immediately. ![Screenshot_837](https://blog.kruncher.ai/hs-fs/hubfs/Screenshot_837.png?width=316&height=503&name=Screenshot_837.png) You can customize and select the information that Kruncher will make as pages/slides, and what each slide contains. ![Screenshot_841](https://blog.kruncher.ai/hs-fs/hubfs/Screenshot_841.png?width=1899&height=1199&name=Screenshot_841.png) *![Screenshot_842](https://blog.kruncher.ai/hs-fs/hubfs/Screenshot_842.png?width=1900&height=1199&name=Screenshot_842.png)* [*Read this guide to learn more about export template customization.*](https://blog.kruncher.ai/guides/exporting-company-reports) Once everything is to your liking, click "Generate Document" and Kruncher will start generating your custom report. Optionally, you can click "Save As a New Template" to make this configuration as a template for you to use in the future.  Wait for the document to finish generating. Once done, click on it. Scroll down and click Export to download. [You can also upload a template from an existing document](https://kruncher.ai/app/settings/document-generation/). Kruncher will learn its logical structure and order, and you will get investment memos, LP reports, and more in a structure you're familiar with, ensuring minimal editing on your end. Note that this does not include aesthetic changes such as heading, font types, and brand colors. Update, replace, or remove your templates whenever you like. Your templates stay saved and your original file stays private.   ## Peer Analysis: Comparing Companies in Kruncher Compare similar companies side-by-side natively inside Kruncher and easily do your peer analysis this way. You can compare company sections against each other and decide who to invest in with a top-down, contextual understanding of these companies relative to each other. This peer analysis can look like this: ![revised 03](https://blog.kruncher.ai/hs-fs/hubfs/revised%2003.png?width=1615&height=935&name=revised%2003.png) To get started, click on the [Compare Companies](https://kruncher.ai/app/home/compare/) tab. ![Screenshot_838](https://blog.kruncher.ai/hs-fs/hubfs/Screenshot_838.png?width=1560&height=471&name=Screenshot_838.png) [Read this guide to learn more about comparing companies.](https://blog.kruncher.ai/guides/how-to-compare-company-reports)   ## Automatically Ingest Meeting Transcripts When meeting with founders or your colleagues, Kruncher can automatically transcribe your meetings and add it into an existing company report to enrich the analysis, keeping your reports always up-to-date. To do this, invite recording@kruncher.ai When added as a participant, our service will automatically join the meeting and transcribe your meeting. When your meeting is done, it will add the transcription into an existing, relevant company report. ![Screenshot_788](https://blog.kruncher.ai/hs-fs/hubfs/Screenshot_788.png?width=343&height=578&name=Screenshot_788.png) This works seamlessly with popular platforms such as Zoom, Google Meet, Microsoft Teams, and more. IMPORTANT: To use this service properly, make sure to use the email address you used as your Kruncher account, so [recording@kruncher.ai](mailto:recording@kruncher.ai) knows to connect your transcript into your workspace. [Read this guide to learn more about automatically integrating your meeting transcripts into Kruncher.](https://blog.kruncher.ai/guides/automatically-integrate-meeting-transcripts) ![Current aa uncropped](https://blog.kruncher.ai/hubfs/Current%20aa%20uncropped.png) ### Get Started with Kruncher The intelligent platform for VC and PE that wants to optimize their entire investment cycle, trusted by 100+ investors. [**Start now!**](https://kruncher.ai/signup) [![logoKruncherBlack](https://blog.kruncher.ai/hs-fs/hubfs/logoKruncherBlack.png?width=160&height=37&name=logoKruncherBlack.png "logoKruncherBlack")](https://kruncher.ai/) Kruncher Inc. info@kruncher.ai [Book a Demo](https://www.hubspot.com/) Product [AI Agents](https://kruncher.ai/use-case/ai-agents/) [Sample Report](https://kruncher.ai/sample-report/?projectId=demo) [Data Sources](https://kruncher.ai/product/data-sources/) [Comparison](https://kruncher.ai/product/comparison/) [Pricing](https://kruncher.ai/pricing/) **Solutions** [Venture Capital](https://kruncher.ai/solutions/venture-capital/) [Family Office](https://kruncher.ai/solutions/family-office/) [Angel Investors](https://kruncher.ai/solutions/angel-investors/) [Solo GP](https://kruncher.ai/solutions/solo-gp/) [Emerging Manager](https://kruncher.ai/solutions/emerging-manager/) [Private Equity](https://kruncher.ai/solutions/private-equity/) [Banks](https://kruncher.ai/solutions/banks/) [Corporate M&A](https://kruncher.ai/solutions/corporate-ma/) Resources [Video Guides](https://kruncher.ai/guide/) [Blog](https://blog.kruncher.ai/) [Integration Guide](https://docs.kruncher.ai/) [Help Center](https://updates.kruncher.ai/meetings/kruncher/team) [About Us](https://kruncher.ai/about-us/) Security [Terms and Conditions](https://kruncher.ai/terms/) [Privacy Policy](https://kruncher.ai/privacy/) [MSA](https://kruncher.ai/msa/) [Security](https://kruncher.ai/security/) © 2025 All rights reserved. Kruncher is a registered trademark in EU  |  Kruncher Inc. (United States) and Kruncher Pte. Ltd. (Singapore, UEN 202436012K) Kruncher is GDPR Compliant, ISO 27001 Certified and SOC 2 Type 1 Certified ([Trust Center](https://app.aus.vanta.com/kruncher/trust/9qexeddn6ytbwvjc476g3)) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Kruncher", "url" : "https://blog.kruncher.ai/master/author/kruncher" }, "dateModified" : "2025-12-05T19:32:03.248Z", "datePublished" : "2025-12-01T06:43:04.000Z", "headline" : "Kruncher for Due Diligence", "image" : [ "https://blog.kruncher.ai/hubfs/blank%20thumbnails%20for%20indexes.jpg" ], "mainEntityOfPage" : { "@id" : "https://blog.kruncher.ai/master/kruncher-for-due-diligence", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.kruncher.ai/hubfs/Screenshot%202025-01-13%20at%208.07.07%20PM.png" } } } ```