Due diligence

Data rooms at deal speed

Financial ServicesResearchRisk

What it does

  • Reads the full data room and extracts what matters
  • Flags contract, financial, and legal red flags
  • Drafts the diligence memo with citations to source docs

How it works

  1. 1Ingests the data room
  2. 2Extracts and cross-checks key terms
  3. 3Assembles a cited findings memo

Works with

Skills

  • Red-flag extraction
  • Citation memo
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, Snowflake, Notion
Outputs

A finished artifact with its work attached

  • Reads the full data room and extracts what matters
  • Flags contract, financial, and legal red flags
Approvals

Human control at the steps that matter

Route exceptions and controlled actions to the designated reviewer before anything is committed.

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 data room
    Source trace saved
  2. Extracts and cross-checks key terms
    Source trace saved
  3. Assembles a cited findings memo
    Output prepared
Rubric score, sources, and action log travel with the result

Deploy in days, not months.

Request demo