Investment due diligence agent
Transform your due diligence process with an autonomous agent that monitors data rooms, extracts critical insights, and prepares IC notes in real-time - enabling investment teams to make faster, more informed decisions with less manual work.
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The challenge
Investment team wastes critical weeks on manual data extraction instead of strategic analysis. Hidden risks go undetected, insights arrive too late, and decisions suffer—directly impacting your fund's performance while competitors move faster.
Data overload
Investment teams struggle to process massive volumes of financial and legal documents in compressed timeframes
Manual extraction
Critical insights remain buried in spreadsheets and documents, delaying informed decision-making
Missed red flags
Human reviewers can overlook important risk indicators and anomalies in company financials
Inconsistent analysis
Different team members apply varying methodologies, creating blind spots in diligence
Delayed insights
Time-consuming financial and legal data analysis means delayed company insights
Incomplete documentation
Key findings may not make it into IC notes, impacting decision quality
The solution
Our Investment Due Diligence Agent continuously monitors your data room, extracts and normalizes critical information, identifies risks, and prepares draft IC notes — allowing your team to focus on strategic analysis and decision-making.
Real-time monitoring
Continuously track data room submissions and generate alerts for new documents, missing information, and anomalies
Automated extraction
Immediately normalize financial data across various formats into consistent, usable structures
KPI dashboard
Instantly visualize core performance metrics, trends, and benchmarks in our proprietary AI Control Room
Risk identification
Automatically flag financial anomalies and high-risk legal clauses that require deeper investigation
IC note preparation
Pre-populate investment committee notes with structured findings and direct citations to source documents
Institutional memory
Create a searchable knowledge base across all deals that improves over time
Technical implementation
Our agentic solution combines document intelligence, financial analytics, and LLM-powered analysis into a modular system that integrates with your existing data room and workflow tools.
Tech stack
Financial and Legal specialized LLMs with RAG-based workflows
Data extraction and parsing tools (PyPDF2, Tesseract)
Secure VPC deployment with end-to-end encryption
Human verification applications for oversight and correction
vLLM with LiteLLM for model deployment
Human-in-the-loop interfaces (Retool)
Our providers
Anthropic Claude
OpenAI GPT models
Langchain
Pinecone
HuggingFace
Weights & Biases
Solution playbook
Phase 1
Discovery
2 weeks
Analyze existing workflows, data sources, and identify high-value automation opportunities.
Phase 2
Foundation Development
4 weeks
Build foundational AI application to monitor data room submissions, generate alerts, and prepare analysis.
Phase 3
Agent Integration & Testing
4 weeks
Train specialized agents for financial analysis, document review, and IC note preparation with human verification.
Phase 4
Deployment & Evaluation
4 weeks
Deploy agents with real data, measure performance against benchmarks, and refine based on feedback
Experts matched to your needs
Our network of 11,000+ highly vetted practitioners includes technology leaders with deep expertise in environmental engineering, regulatory compliance, and automated document processing, precision-matched to your specific challenges and led by a senior AI Architect.
Adrian Tineo
ML/LLM Engineer
17 years of experience
ML Engineer specialized in LLM optimization and deployment using vLLM for high-performance inference
Theodore Van Rooy
Data Scientist
17 years of experience
Data Scientist with strong background in machine learning for financial predictions and analysis
Richard Abrich
ML Engineer
16 years of experience
Specialist in AI-powered document processing with expertise in risk identification systems
Nicholas Sedlazek
Product Designer
20 years of experience
Product Designer with expertise in financial dashboards and reporting interfaces
Nik Laufer-Edel
Product Manager
10 years of experience
Product Manager specialized in machine learning applications for investment decision support
Start building your project today
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