Due diligence

CDD summaries under deadline

ConsultingResearch
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What it does

  • Produces commercial due-diligence summaries under deadline
  • Synthesizes market, customer, and financial evidence
  • Flags the risks that move the deal

How it works

  1. 1Ingests the diligence materials
  2. 2Synthesizes findings by question
  3. 3Drafts the CDD summary

Works with

Deployment contract

What goes in, what comes out, and where people review.

Inputs

The systems and standard your team chooses

  • Runbook, source material, and definition of done
  • Records from Box, Notion, Snowflake
Outputs

A finished artifact with its work attached

  • Produces commercial due-diligence summaries under deadline
  • Synthesizes market, customer, and financial evidence
Approvals

Human control at the steps that matter

Choose which steps run automatically and which stop for a named reviewer before deployment.

Evals

Quality measured against your rubric

Score completed runs against accepted examples and task-specific criteria. Review failures with the source trace before changing the runbook or model.

Example result

The result is reviewable, not a black box.

A completed run keeps the task, sources, actions, approvals, and eval result together. Open any step to inspect what happened or send it back with a correction.

RUN
Due diligence
Ready for review
  1. Ingests the diligence materials
    Source trace saved
  2. Synthesizes findings by question
    Source trace saved
  3. Drafts the CDD summary
    Output prepared
Rubric score, sources, and action log travel with the result

Related agents

Market analysisSizing & segmentationConsultingDue diligenceData rooms at deal speedFinancial Services

Deploy in days, not months.

Request demo