With AI Search in Insight, your team has a faster, more reliable way to find answers across your fund documents, credit agreements, and obligation data. Instead of searching manually across multiple agreements, ask natural-language questions and get direct answers, with citations to the source text.

How it works

AI Search in Insight uses a three-step process to find and synthesize answers from your fund documents:

Retrieve	When you submit a question, the system searches documents in your Insight account using a hybrid model combining keyword and semantic search. Results are ranked and fused to surface the most relevant passages.
Synthesize	The top-ranked passages are read and a direct, plain-language answer is generated. The system is designed to stay grounded in the source text, so if the answer isn't in the documents, it says so.
Cite	Every answer includes citations linked to the exact source language in the original document. You can click through to verify the language yourself.

Supported Documents

AI Search searches across all fund documents in your Insight account, but is optimized to support LPAs, side letters, and credit agreements.

Limited Partnership Agreements (LPAs)
Side Letters
MFN Forms
PPMs
Subscription Agreements
Investor Obligations Data
Credit Agreements
Credit Term Sheets
Amended Credit Agreements
Covenant Data

AI Search respects existing user permissions so users will only see answers sourced from documents they have access to.

Start a new AI Search chat

Click the button on the top-left corner of any page (also available on the Funds and Obligations dashboards)
Review the Query suggestions, Tips, and Examples on the page
Use the drop-down filters to specify Document Types, Funds, and Investing Party
Type in your search query and include your desired output format (summary, table, list, etc.)
Review the answer
1. Click the in-line citation to view the source document the answer was crafted from.
2. Use the thumbs up/down icons to provide feedback on the answer to our Product team.
3. Click the copy icon to copy and share the answer outside of the app (e.g., in a PowerPoint presentation or Word document.)
Continue asking related follow up questions in the same chat as needed
When finished, click the X in the top left corner to exit the chat

All chat history will appear along the left side of the AI Search page to refer back to. If needed, hover over a historical chat and click X to remove it.

Common queries

The queries below are examples of what you could ask AI Search for your specific fund documents, credit agreements, and obligation data. If you are only using one product, review the specific section below or if using both products - all listed examples are applicable.

Use the Document Type, Fund, and Investing Party filters to narrow down results as needed.

Insight for Funds

Role	Sample Queries
Investor Relations	Which investors have management fee breaks? Which investors have co-invest rights? Who has MFN Election rights?
Accounting	An investor defaulted on the capital call. What remedies are available? What are our investment restrictions? Do we have capital concentration limits? What are our management fee breaks?
Legal and Compliance	Which investors have ESG policies? Pull all the relevant MFN provisions for the latest Fund. Do we have any co-investment rights or obligations? Are there any restrictions on borrowing? Please show me all AML-related provisions. Have I been compliant with all of my obligations?
Funds Counsel	Do my MFN clauses focus on the automatic right to receive additional rights unless otherwise elected? Show me all material economic terms. Provide a list of all excuse rights.
Investment Team	Do we have any limitations in investments concerning ammunition Which geographic areas can we not invest in? We are investing in an LLC that generates pass-through taxable income. Is there anything we need to do about that?

Insight for Credit

Role	Sample Queries
Legal	Is an acquisition by company ABC of $X allowed without lender consent? Can I pay for this acquisition using new debt without lender consent? What approvals do I need to bring on subordinated debt?
Deal Team & Portfolio Management	What basket terms have we agreed to with [recurring lender] in past deals? What were the leverage covenants in our last three deals in the flagship fund? What is the security package under this deal? Confirm what assets are pledged, which entities are guarantors and what is excluded.
Credit Operations & Loan Administration	What deliverables are due for monthly / quarterly / annual reporting, and what are the differences? If xyz happens, am I breaching any covenants? When does my rate step up?

Walkthrough our interactive AI Search demo

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