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Diligence · Deal Operations

Diligence Engine, A 200-page CIM to a one-page memo in minutes.

A 200-page CIM to a one-page memo in minutes.

Automated document review, risk flagging, and first-draft memo generation across the data room, so your team spends its time on judgment, not reading.

Request a walkthroughReferences under NDA
diligence-engine
stage
Diligence
pilot
4 to 8 wks
data
yours
runs
24/7
Live replay

What a single run of Diligence Engine actually looks like.

Anonymized sample. Numbers and company names are illustrative. The shape of the run, sources, scoring, routing, is what you'd see on your own data.

The problem it solves

Diligence is where deal teams drown in reading. A data room can hold thousands of pages, and the first pass, finding the numbers, the risks, the red flags, is slow, manual, and easy to do inconsistently under time pressure.

The judgment is the valuable part. The reading is the bottleneck.

Cost of standing still

What manual diligence work actually costs.

  • 01Hours to read a 200-page CIM8 to 12Reading is the bottleneck, the judgment comes after.
  • 02Time to first-draft memo1 to 2 wksAfter the data room is finally organized.
  • 03Diligence findings missed in the first pass30%+Because reading under time pressure is reliably incomplete.
Step-by-step

How Diligence Engine runs.

  1. S01

    Ingest the data room

    Securely take in the CIM, financials, contracts, and supporting documents.

  2. S02

    Extract the numbers and terms

    Pull key financials, customer concentration, contract terms, and other structured facts automatically.

  3. S03

    Flag risks

    Surface anomalies, concentrations, unusual clauses, and gaps for human review.

  4. S04

    Draft the memo

    Generate a first-draft one-page summary your team edits, rather than writes from scratch.

See it on your numbers

Move the slider to your scale. Watch the manual cost collapse.

An illustrative model, on your own numbers, not a sales chart. The real figures come from a pilot on your data.

Real-world examples

Anonymized · NDA-protected

EX-01

200-page CIM to a one-page memo

A deal team turned an exhaustive information memorandum into a structured first-pass summary in minutes, freeing the team for analysis.

EX-02

Contract risk sweep

Across a stack of customer contracts, the engine flagged change-of-control and termination clauses for legal review.

What you get

What we hand over at the end of the pilot.

01
Structured extraction of key financials and terms
02
A risk-and-anomaly flag list for human review
03
A first-draft investment memo
04
An auditable trail back to source documents
Ready to scope?

A 30-minute, NDA-protected walkthrough on your own process.

Tooling & economics

Costs scale with document volume but remain a fraction of the analyst hours saved, typically low-thousands per deal in compute for a large data room.

Detailed line items shared during scoping.

Engagement model

We typically pilot Diligence Engine over 4 to 8 weeks on your own data. References available under NDA. Engagement letter, scope, and SLA provided before kickoff.

Standard
NDA
Under NDA
References
4 to 8 wks
Pilot
Yours
Data
Cloud / on-prem
Deployment
On engagement
SLA
Working with us
Questions
  • Data-room documents, CIMs, financial statements, contracts, and cap tables. It extracts key terms, flags inconsistencies and risks, and drafts a first-pass investment memo with citations back to the source pages.

Next

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A 30-minute, NDA-protected walkthrough on your own process. We bring the working system. You bring the questions.