Generate investor-ready due diligence reports from pitch decks

Uploads a pitch deck, cross-checks the claims online, and delivers a polished due diligence PDF in minutes.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues.

Pattern: Parallel Split (2) ยท Synchronisation (3)

flowchart TD trig>"pitch deck or memo uploaded"]:::trig s0["parse document to text"]:::task s1["research company online"]:::svc s2["generate due diligence report"]:::task s3["deliver download link"]:::svc trig --> s0 s0 --> s1 s2 --> s3 gx{"+ analyze deal dimensions"}:::gate s1 --> gx p00["analyze financial history"]:::task gx -->|"revenue and risks"| p00 p10["analyze market position"]:::task gx -->|"business and competition"| p10 p20["analyze deal terms"]:::task gx -->|"management and terms"| p20 jn{"+ combine into report"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s2 out[/"branded due diligence pdf ready"/]:::out pay{{"hours of analysis done in minutes"}}:::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 serviceEvery pathWaits for allResultPayoff
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 Collection
Connects
OpenAIPineconeLlamaIndexCloudflare R2

The problem it solves

Reviewing a single deal by hand means reading the deck, checking claims online, and formatting a summary, which eats half a day. When a dozen or more deals arrive each week, your team gets buried in paperwork before real analysis even starts.

Who it fits

Investment teams, private equity firms, or M&A advisors who review multiple deals every week.

How it works

  1. A pitch deck or investment memo is uploaded
  2. The document is parsed into clean, organized text
  3. The system researches the company online to verify and add context to the claims
  4. AI analyzes revenue history, risks, business model, competition, management, and deal terms
  5. A branded PDF report is generated and a download link is delivered
What you get

Due diligence findings ready for review

You get a polished due diligence PDF built from any pitch deck, complete with verified research and a clear analysis.

What you get

A branded due diligence PDF report with verified findings and a download link.

What you need

Accounts for document parsing, an AI model, a vector database, web research access, and cloud file storage.

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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