Generate M&A due diligence reports automatically from deal documents

Feeds your deal documents through AI to extract financials, risks, and key facts into a ready due diligence report.

How the work actually flows

A straight line. Runs once per deal document.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig>"new deal documents arrive"]:::trig s0[["Parse and extract documents"]]:::mi s1[("Store extracted facts")]:::store s2["Query stored data for report"]:::svc s3["Synthesize due diligence report"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"Finished due diligence report"/]:::out pay{{"Faster, more thorough deal evaluation"}}:::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 serviceRuns once per itemA record or sheetResultPayoff
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
OpenAIPineconeLlamaIndexAmazon S3

The problem it solves

Reviewing deal documents by hand eats up days you don't have during a live deal. Your team pulls financials, risks, and business details out of PDFs and spreadsheets one file at a time, and it's easy for something important to get missed under deadline pressure.

Who it fits

M&A advisors, private equity firms, and financial analysts evaluating acquisition targets.

How it works

  1. New deal documents arrive and get read and parsed automatically
  2. Key facts are pulled out and stored so they can be searched later
  3. An AI analyst queries the stored data for financials, risks, and business details
  4. The findings are synthesized into a full due diligence report
  5. You receive a finished report ready for review
What you get

Diligence findings ready before you ask

You get a draft due diligence report pulling financials, risks, and key facts from your deal documents, ready for your team to review.

What you get

A structured due diligence report covering financials, risks, and business overview for a target company.

What you need

Accounts with OpenAI, Pinecone, LlamaIndex, and Amazon S3.

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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