Investment Due Diligence Assistant

Performing due diligence on target companies can be complex, time-consuming, and prone to errors. Whether you're involved in equity investments, mergers and acquisitions (M&A), or venture capital (VC), the ability to quickly conduct thorough and efficient due diligence can make or break your investments.

The Investment Due Diligence Assistant brings the power of frontier Generative AI to simplify and accelerate your due diligence process. Connect your key data sources, and our advanced document extraction technology will surface key insights, automatically generate detailed due diligence memos and summary analyses, flag critical documents or sections for further human review, and provide detailed next-step recommendations.

• Automated Document Analysis
  Instead of spending hours pouring over prospect documents, our AI-driven assistant swiftly analyzes them, including financial statements, contracts, and business plans. The solution extracts key insights, highlights risks, and identifies red flags, so you don’t have to.

• AI-Powered Risk Assessment
  Automatically evaluate financial health, operational risks, and legal liabilities through fine-tuned frontier models to flag potential issues early. With these insights, your team can more quickly make smarter investment decisions backed by data-driven insights.

• Auto-complete Due Diligence Questionnaires
  Completing financial and legal due diligence questionnaires can be tedious and repetitive. The assistant pre-fills these questionnaires with relevant information extracted from the analyzed documents, ensuring accuracy while saving time.

• Enhanced Collaboration Across Teams
  The platform integrates seamlessly with your existing tools, enabling better collaboration between legal, finance, and compliance teams. It creates a unified environment where everyone has access to the same data and can work in sync, eliminating workflow bottlenecks.

• Scalable Solutions for Growing Deal Volume
  Whether you’re managing a few deals or hundreds, the assistant scales with your needs. As your deal flow increases, the assistant helps you maintain the same level of precision and efficiency without increasing headcount or operational costs.

This powerful Generative AI solution was built with:

• Advanced document extraction technology and fine-tuned extraction models that are pre-trained on a large corpus of financial documents for improved accuracy.
• Fine-tuned risk models to automatically surface any red flags for further investigation.
• Our state-of-the-art Text2SQL technology, includes fine-tuned embedding, reranking, and completion models.
• Bespoke prompt engineering and turning, including in-context learning, few-shot learning, and task decomposition.
• State-managed agentic workflows for reasoning against complex constraints.