Agents that run diligence with you
Not a chatbot. Each agent is a workspace in your deal room — a dashboard, a chat, and the tools to review and correct what the AI extracted.
Meet the agents
Each agent is a workspace for a distinct part of diligence — pick one to see how it works in the room.
Due Diligence Agent
The Due Diligence Agent turns a pile of uploads into a reviewed data room. It auto-sorts documents into folders, maps them to a diligence checklist across corporate, financial, legal, tax and IP domains, and shows exactly what’s covered and what’s still missing. Ask a question in plain English and it answers from your files, and every citation opens the source page. Map or unmap a document by hand and coverage updates.
- Checklist coverage Maps documents to a mandatory / recommended requirements checklist by domain, and flags what’s still missing.
- Auto-categorised documents Sorts uploads into folders and tags each file’s type, so the room is organised.
- Grounded Q&A with citations Answers diligence questions from your files — every citation opens the exact source page in a drawer.
- You stay in control Map or unmap a document by hand and coverage recomputes — human-in-the-loop, not a black box.
Financial Analyst Agent
The Financial Analyst Agent reads financial statements and reconciles them across periods and documents. It shows the source of every figure, flags conflicts across documents, and lets a person correct any figure with a required reason. Derived metrics recompute, and every correction is recorded.
- Reconciled statutory figures Extracts and normalises P&L and balance-sheet figures into one dashboard of KPIs, trends and ratio health.
- Conflict detection Flags where the same figure disagrees across documents, for example revenue from operations in the audited accounts against the MIS pack.
- Human-verified, with an audit trail Correct any figure with a required reason. Derived metrics recompute, and every correction is recorded and traceable to the printed line.
- Traceable to the source line Every figure links back to the exact statement line or page it was read from.
Answers you can defend
Diligence runs on trust. Every agent is built so a reviewer can check the source behind any answer.
Grounded in your room
Every answer is drawn only from the documents inside the deal room — never the open web.
Always cited
Each claim links back to the exact source document, page, or slide so reviewers can verify.
Human-in-the-loop
Correct a figure with a required reason, or re-map a document by hand. Coverage and metrics recompute, and every correction to a figure is recorded.
Put the agents to work on your next deal
A person from our team sets up your room with you.