Weeks of research, compressed to minutes.
We built an agentic due-diligence platform for private equity firms, VCs and family offices — automating the process of answering hundreds of investment questions across data rooms, with every answer linked to its exact source document.
The platform ingests documents from data rooms, drives and local files, learns each firm's checklists and scoring criteria, and delivers answers directly inside the firm's existing spreadsheet, document and presentation tools.
Every deal required weeks of manual review — and every answer had to be audit-proof.
Investment teams spent weeks per deal reading through data rooms, searching for the right paragraph in the right document, and manually compiling answers to due-diligence checklists. The bottleneck wasn't analysis — it was retrieval.
And every answer had to be individually traceable. Regulators, LPs and internal governance all demanded that no claim go uncited — which made automation with any risk of hallucination categorically unacceptable.
Agents that ingest, reason, and cite every answer.
Multi-Source Document Ingestion
Connects to data rooms, cloud drives and local file systems — ingesting PDFs, spreadsheets, presentations and contracts into a unified knowledge base per engagement.
Firm-Specific Checklist Learning
Each firm's diligence frameworks, scoring criteria and question templates are learned upfront — so the agent answers according to the firm's own methodology, not a generic one.
Source-Linked Answer Generation
Every answer is generated with a direct link to the exact paragraph, page and document it came from — hallucination is structurally prevented by requiring a citation for every claim.
Native Office-Suite Integration
Answers are delivered directly inside the spreadsheets, documents and presentations teams already use — no new interface to learn, no copy-paste from a separate tool.
Audit-Ready Output
Full SOC 2 Type II and GDPR-compliant infrastructure with end-to-end encryption — every answer, every citation, every session is logged and auditable.
Hundreds of questions answered. Zero hallucinations. Full audit trail.
Per Diligence Cycle
Full due-diligence question sets that used to take weeks of analyst time now complete in a single session.
Answers Source-Traceable
Every answer links to its exact source — paragraph, page and document. No claim without a citation.
Questions per Engagement
Entire diligence checklists answered in one run, across multiple documents and data sources simultaneously.