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.
The workspace
Not just a chat bot — a workspace in your deal room
The Due Diligence Agent lives inside the room as a workspace to track checklist coverage and organise your documents, with a human-in-the-loop control to map or unmap what the agent categorised.
What it does
- 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.
What it produces
Coverage checklistOrganised foldersCited answersMissing-document list
Who it’s for
Ask the room. Get the page.
Early access comes with personal onboarding: a person from our team walks you through your room.