
Download our AI Vendor Checklist
Every AI vendor looks good in the demo.
Our buyer's checklist gives your team 32 plain-English questions to ask before you sign, what a good answer sounds like, and a scoring sheet to line vendors up side by side.
What you'll get:
32 questions, in plain English. Grouped into the eight things that decide whether an AI tool works at a fund, from security to adoption.
What a good answer sounds like. Every section ends with the answer you should expect, so you'll recognise a strong response when you hear one.
Six warning signs. The red flags that show up in demos, references and pricing before a pilot stalls.
A scoring sheet you can share. Score each vendor out of 64 and weight the sections that matter most to your firm.
Built for multi-strategy firms. Written for firms where deal, IR, finance, portfolio and compliance teams all need a say.






