Generate M&A due diligence reports automatically from deal documents

Reads deal documents and produces a full due diligence report with financials, risks, and business summary automatically.

How the work actually flows

A straight line. Runs once per each deal document.

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

flowchart TD trig(("deal documents submitted for review")):::human s0[["parse each deal document"]]:::mi s1[("store extracted text for search")]:::store s2["AI agent extracts key facts"]:::svc s3["generate due diligence report"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"structured due diligence report"/]:::out pay{{"faster 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
A stepAn outside serviceRuns once per itemA personA 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
LlamaIndexPineconeOpenAI

The problem it solves

When you're evaluating a potential acquisition or investment, you and your team spend days manually reading through financial statements, contracts, and filings to pull out the key facts. Important details get missed or take too long to surface, slowing down decisions that need to move fast.

Who it fits

An investment analyst, private equity associate, or M&A advisor evaluating deal documents.

How it works

  1. Deal documents like PDFs, Word files, and spreadsheets are submitted for review
  2. Each document is parsed and its content extracted
  3. The extracted text is stored so an AI agent can search it for specific facts
  4. The AI agent, acting as a senior analyst, pulls out the company profile, financials, risks, and business model
  5. A complete due diligence report is generated and delivered
What you get

Deal risks summarized before you decide

Deal documents get turned into a complete due diligence report covering financials, risks, and business summary.

What you get

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

What you need

A document parsing service, a vector database account, and an OpenAI API key.

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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