Due diligence - Case study
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Due diligence
Cut days of manual work per deal by automating tedious analysis.
The challenge.
Investment teams engage in critical, time-consuming, and manual analysis that drives the investment process but creates bottlenecks that impact deal quality and decision timelines.
The solution.
Our Investment Due Diligence Agent continuously monitors data room uploads, automatically extracts insights, and pre-populates IC materials – all while maintaining a complete audit trail.
Core features.
Delivers fast, consistent insights for decision-making
Extracts KPIs and trends from contracts, financials, and decks
Surfaces critical risks early—before IC
Flags red risks across legal, financial, and operational materials
Standardizes outputs across teams without rework
Drafts structured IC materials with cited insights and visual summaries
Helps junior team members move faster; frees up senior time
Routes key outputs for human review, learning from your feedback
Maintains transparency and compliance
Tracks audit trails, review flow, and document history
Enterprise-grade security and compliance
Full audit trails and versioning
Human-in-the-loop approval
Deployable in a secure VPC or private cloud
Integrates with Dropbox, Excel, Snowflake, VDRs, and more
Transform your investment intelligence.
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