New Feature Release: AI Due Diligence, Powered by Complēre

By Maya Kuppermann, CEO & Co-founder of Temelio

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For years, the largest foundations have had a secret weapon: dedicated research staff. When a $500M foundation is evaluating a grant applicant, it doesn't just read the proposal. It commissions deep organizational analysis — researchers who comb through peer-reviewed literature, assess impact evidence, and flag risk indicators before a single dollar goes out the door.

Smaller foundations are doing the same extraordinary work with far fewer tools, and that gap has real consequences on impact. It means the rigor of grantmaking has historically been a function of budget rather than values.

To address this problem, Temelio has partnered with Complēre, an AI research platform built specifically for philanthropy, grounded in thousands of peer-reviewed studies and developed in collaboration with leading researchers, to change that. With this integration, any foundation on Temelio can now run a deep, evidence-based organizational analysis on any grant applicant in seconds, without ever leaving their workflow.

This isn't just for foundations starting a due diligence process from scratch. For teams that already have a diligence process in place, Complēre acts as a powerful complement — surfacing citations, impact assessments, and risk indicators that enrich your existing review, stress-test your assumptions, and help your team ask better questions. It's not replacing human judgment; it's making it sharper. 

The video below showcases Temelio's AI due diligence functionality, built in partnership with Complēre, which generates structured, data-backed analysis on any grantee directly inside your existing pipeline. The feature functionality includes:

• Built into your pipeline: Due diligence appears as an option directly on a grantee's proposal page in Temelio, at any stage of your workflow; no need to leave the platform or start research from scratch.
• Multiple data layers, one analysis: Complēre combines IRS filing data, tens of thousands of peer-reviewed academic studies, program evaluations, foundation-funded reports, and verified news and government sources into a single output.
• Four types of analysis:
  
  • Summary — a high-level overview of the organization and its work.
  • Financial Analysis — a deep dive into verified financials, including revenue composition, private versus government funding, reserves, sustainability, and an overall financial health score.
  • Landscape Analysis — an ecosystem map of the issue area and geography an organization works in, including comparable organizations, funding trends, themes and opportunities, and the underlying theory of change and evidence base.
  • Leadership Analysis — insights into the people running the organization, including compensation and prior experience.
• Built-in strategic prompts: Each analysis includes suggested follow-up questions and strategic discussion prompts, designed to be raised with your team or with the grantee directly.
• Copy directly into your workflow: Any section of an analysis can be copied and pasted into notes or comments on the proposal, so findings become part of the permanent grantee record rather than a one-off report.

This is the first release of a deeper Complēre integration. Additional analysis types are on the roadmap, and a chat interface that lets users ask follow-up questions of Complēre directly was released last week. 

For a more detailed walkthrough, watch the full video below.

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Frequently Asked Questions

What is Temelio's AI due diligence feature? It's a due diligence tool built into Temelio's grants management platform, powered by Complēre, that generates AI analysis on prospective and current grantees using IRS filings, academic research, financial data, and news sources.

What data sources does Complēre use for due diligence? Complēre draws on IRS filing information, peer-reviewed academic research, program evaluations, foundation-funded reports, verified financial data (via Candid), and verified news and government sources.

How long does it take to generate an analysis? Generation can take up to a few minutes, since Complēre runs each request through a validation process. A background task lets users keep working elsewhere in Temelio while the analysis completes.

Does this replace a foundation's existing due diligence process? No. Complēre is designed to complement human judgment, not replace it — surfacing citations, impact assessments, and risk indicators that enrich an existing review process and help teams ask sharper questions, whether they're starting diligence from scratch or already have a process in place.

Why does this matter for smaller foundations specifically? Historically, only the largest foundations could afford dedicated research staff to conduct deep organizational analysis on grant applicants. The Temelio-Complēre integration gives any foundation, regardless of size or budget, access to the same caliber of research-backed, evidence-based analysis.

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