Due Diligence Automation: the same standard on every deal
The data room read and the core financial and commercial analysis done on every deal to the same standard: historical financials reconciled to the founder model, quality of earnings, unit economics, key contract terms, customer concentration, benchmarking, and valuation and returns cross-checks.
What it drives
Higher productivity · More from your team
01
What it does
Investment decisions stay with your team. The systems do the groundwork.
A red-flag register and management questions
First drafts of investment committee memo sections
Chronologies drafted, every claim linked to source
02
Where it fits
Due Diligence Automation is a lead app in these sectors.
Funds & investment
Indicative; every audit starts from your workflows.
03
A person stays in control, by design
Agents do the volume. People decide the exceptions, and every correction makes the rules better.
Step 1
Agent drafts
Step 2
Confidence check
Step 3
Exception to Loop
Step 4
Person approves or corrects
Step 5
Rule improves
Part of Funds & Investments
More in Funds & Investments
For investment funds, family offices, corporate venture and investment teams: the groundwork done to the same standard on every deal and every portfolio company.
Portfolio Intelligence System
Every portfolio company in one view, every figure sourced.
Explore Portfolio Intelligence System
Deal Screener
Every inbound deal scored against your thesis.
Explore Deal Screener
Next step
See it on your own workflow
A short walkthrough with the people who built it.
