From Reports to Intelligence eBook

From Reports to Intelligence A Conversation on AI, Risk, and the Future of Due Diligence 

For years, due diligence has been a transactional requirement: commission a report, make a decision, move on. AI and institutional complexity are reshaping that model. 

Ed Montes, CEO of Intelligo, has spent his career studying how decisions get made based on incomplete information. That path took him from prosecution to AI-driven due diligence. In this conversation, he sits down with Stephanie Pries, Founder of Endowment Legal Services, a law firm representing university and healthcare endowments, to discuss where due diligence is headed next.

With nearly 30 years inside institutional investing, legal, and compliance, Stephanie raises questions the industry is only beginning to ask: 

• Why faster AI-generated diligence may be solving the wrong problem. 

• Why the real gap in due diligence is architectural, not product-based. 

• Why governance, not speed, is becoming central to how institutions adopt AI. 

• What is the Intelligence Graph and how can it flag risk before it becomes public.

• Why the next phase of due diligence depends on better reasoning, not faster answers. 

This is a conversation about reasoning, not automation, and what it takes for intelligence to hold up over time.