AI-native due diligence for PE teams
Turn data rooms, CIMs, and market signals into structured diligence output faster. Built for PE associates, VPs, and operating partners who need cited answers, not AI hallucinations.
Diligence workflows we automate
CIM synthesis
Extract business model, revenue drivers, risks, and key assumptions from CIMs with citations to specific sections.
Management-call prep
Generate targeted questions based on gaps in the data room and red flags from prior diligence.
Comparable analysis
Map the target against public and private comps using structured KPI extraction from filings and reports.
Market-signal tracking
Monitor news, earnings, and macro signals for a target or sector. Deduplicate and rank by relevance.
Deal memo drafting
Generate first-draft investment memos from the data room, comps, and diligence findings. Human review stays in control.
Security + provenance
Data-room-grade access control, full audit logs, and traceability to every source document. SOC 2 / NDAA-aligned architecture available.
Typical pilot scope
Most PE teams start with a 4–6 week pilot focused on one deal type or sector, then roll out firm-wide.
-
1
Discovery + data mapping
Identify the documents, signals, and output formats your team actually uses.
-
2
RAG + extraction pipeline
Ingest CIMs, filings, and sector reports with chunking, embedding, and citation tracking.
-
3
Evaluation + guardrails
Define correctness tests, approval gates, and NDAA/data-room access controls.
-
4
Deploy + handoff
Ship an internal diligence UI or API, plus runbooks and an optional support retainer.
Get a scoped diligence pilot plan
Tell me about your deal flow and current diligence bottleneck. I'll reply within one business day.