AI Ethics Investment Screening Form

Assess AI Investment Opportunities with Confidence

Investing in artificial intelligence companies requires more than financial due diligence—it demands a thorough evaluation of ethical practices, governance frameworks, and responsible development standards. This AI Ethics Investment Screening Form helps investors, fund managers, and financial advisors systematically assess AI companies against critical ethical benchmarks before committing capital.

As AI technologies become increasingly autonomous and influential, investors face growing pressure to ensure their portfolios align with responsible innovation principles. This template addresses algorithmic bias detection capabilities, autonomous systems governance structures, data privacy practices, and compliance with emerging AI regulations.

Built for modern portfolio management, this screening form helps you identify red flags early, compare investment opportunities on standardised criteria, and demonstrate ESG commitment to stakeholders. The structured evaluation covers fairness testing protocols, explainability standards, human oversight mechanisms, and alignment with international AI ethics frameworks.

Use Paperform's conditional logic to automatically route different types of AI investments (machine learning platforms, autonomous systems, generative AI tools) through relevant screening criteria. Built-in calculations can generate weighted ethics scores based on your firm's priorities, while custom success pages provide immediate next-step guidance for investment committees.

For investment firms managing multiple screening workflows, connect this form to Stepper to automatically create due diligence tasks, notify relevant analysts, update your CRM with ethics scores, and maintain audit trails across your entire investment pipeline. Add Papersign to collect eSignatures on investment committee recommendations or client acknowledgments that ethical screening was completed.

Whether you're a venture capital firm evaluating AI startups, an institutional investor screening public AI companies, or a wealth management firm offering ESG-focused portfolios, this template provides the foundation for responsible AI investment decisions that balance innovation with accountability.