Generate an M&A due diligence report from one company name

Submit a company name and five AI researchers build a full due diligence report for you automatically.

How the work actually flows

From the manual situation today to what runs on its own.

flowchart TD trig>"Company name submitted"]:::trig s0["Five AI researchers dig in"]:::task trig --> s0 s1["Findings combined"]:::task s0 --> s1 s2["Report drafted"]:::task s1 --> s2 out[/"Report saved to Docs"/]:::out s2 --> out pay{{"Deal decisions come faster"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineEmail AutomationSpreadsheet & Database OpsResearch & Market IntelligenceAPI & Webhook IntegrationFinance & Accounting
Connects
Google DocsSlackOpenAI

The problem it solves

When you're evaluating a deal, due diligence means digging through financials, news, legal filings, market data, and leadership backgrounds, often across several people and days. Pulling it all together into one clear report eats into time you don't have during an already tight deal timeline.

Who it fits

An investment banker, private equity or venture firm, or corporate development team evaluating a potential acquisition.

How it works

  1. You submit a target company name to start the process
  2. Five AI researchers each dig into one area: financials, news, legal, market, and leadership
  3. Each one runs web research and AI analysis on its assigned topic
  4. The findings are combined into one due diligence report
  5. The report is saved to Google Docs and your team is notified in Slack
What you get

Due diligence findings organized before the meeting

You receive a complete due diligence report on a target company, covering financials, legal, market, and leadership.

What you get

A complete due diligence report saved to Google Docs, with your team alerted in Slack.

What you need

Google Docs, Slack, and OpenAI accounts.

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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