Turn investment documents into a due diligence PDF report

Reads pitch decks and financial documents, checks facts against the web, and produces a full due diligence report.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"investment document submitted"]:::trig s0["parse document into text"]:::task s1["look up company online"]:::svc s2["cross-check claims against sources"]:::task s3["generate due diligence report"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"due diligence report produced"/]:::out pay{{"hours of analyst research saved"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGDocument Processing & OCRReporting & AnalyticsWeb Scraping & Data CollectionFinance & Accounting
Connects
OpenAILlamaParseDecodo

The problem it solves

Reviewing a new investment opportunity means reading through dense pitch decks and financial memos, then cross-checking claims against outside sources, work that can eat up most of a day. Junior analysts often spend hours on this groundwork before a partner even looks at the deal.

Who it fits

Venture capital, private equity, or M&A teams who need a fast first-pass analysis of an investment opportunity.

How it works

  1. A document like a pitch deck or financial memo is submitted
  2. The document is parsed into clean, structured text
  3. The target company is looked up online for added context
  4. AI cross-checks financials, risks, and business model claims against internal and external sources
  5. A structured due diligence report is generated as a PDF
What you get

A due diligence report drafted for your review

Pitch decks and financial documents turn into a structured due diligence report with facts cross-checked against outside sources.

What you get

A structured due diligence PDF report covering financials, risks, and business model.

What you need

An OpenAI API key and accounts with the document parsing and web research services used.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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