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Agent library / Data and reporting / RFP and due diligence questionnaires

RFP and due diligence questionnaires

PitCrew drafts answers to RFPs and due diligence questionnaires from your library of approved answers and firm documents, updates figures, and flags questions that need a person.

When it runsWhen a questionnaire arrives
Who approvesThe owner of the response
Works withYour answer library, firm documents
Get in touchDescribe your version of this task

How it works

5 steps. A person decides at the end.

  1. Reads the questionnaireEvery question
  2. Finds approved answersFrom past responses and documents
  3. Drafts and updatesIncluding current figures
  4. Flags the restQuestions needing a person
  5. A person approvesOwner reviewsBefore it goes out

What it reads and what it produces

Reads

  • The questionnaire
  • Approved past answers
  • Firm documents

Produces

  • A draft response
  • Questions needing a person
  • Sources for each answer

Rules it follows

  • Uses approved answersNot new claims.
  • Flags what's newQuestions without an approved answer.

Questions firms ask

Last updated: October 2026

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

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