The investment memo, sourced to the page.
Upload the data room. Eight specialised agents ingest your files, cross-check the public record, and return a structured DD memo with file-anchored citations. Built for M&A and PE associates who answer to an IC on Monday.
No credit card. One DD run is the 59-credit bundle. 50 free credits cover a partial run; top up from $9.
Three problems that disappear.
The data room is a maze and the deadline is Monday.
CIM, model, contracts, customer references, market sizing — an associate spends the first three days just orienting. Half the memo writes itself if you can get there fast enough.
Drop the room in. Get a structured first draft.
Files upload via a shared pipeline; document agents extract, chunk, and embed. The Researcher cross-references public sources. You receive a structured memo with citations into your own files.
An LLM that hallucinates a customer kills the deal.
An associate cannot put a number in the IC memo unless they can show where it came from. A confident summary without sources is worse than no summary.
Every claim cites a file or a URL.
The DD pipeline anchors each statement to a specific document chunk or a public source. Provenance hashes per agent let you audit the chain end to end.
Generic AI tools don't speak diligence.
Most "AI for deals" tools are wrappers around a single model. They cannot sequence document review, market validation, financial sanity checks, and risk flags in a single pass.
Eight agents with specific jobs.
Each agent owns one section: market, financials, customers, team, risks, comparables, integration, summary. The Compiler assembles a memo your MD can read.
Eight agents. One memo.
Files in. Sourced DD memo out. Each step writes to the provenance log so you can defend every number.
What an IC-ready memo looks like.
Rendered in-app and exportable to PDF. Below is a representative excerpt.
Quality of revenue is strong; customer concentration is the active risk.
Halcyon shows 142% net revenue retention across 87 customers, but the top three account for 38% of ARR — two on renewals within 9 months. Underwriting should price renewal risk and verify multi-year commitments.
High: Customer concentration as above. Medium: Pricing model assumes 7% net price uplift in FY27; competitor pricing data does not support it. Low: Two key engineers without retention agreements.
Credits, not seats. Use them on any swarm.
The DD bundle is 59 credits per run. Sign up for 50 free credits, then top up as needed.
~1 DD run plus follow-ups. Best for piloting on a real target.
- Full eight-agent DD pipeline
- Data-room file upload
- PDF + web memo export
- Provenance + file-anchored citations
~8 DD runs. Most popular for M&A and PE associates.
- Everything in Starter
- Run history + share links
- Larger document quotas
- Priority email support
~16 DD runs. For diligence pods and deal teams.
- Everything in Professional
- Cross-run intelligence
- API + webhook integration
- Shared workspace
DD run: 59 credits (bundle). File processing is included in the bundle.
We don't promise magic. We deliver clarity when it matters most.
Reasonable answers.
How long does a DD run take?
What file types can I upload?
Is the data room safe?
Can I cite specific pages in the memo?
What if a run fails?
Do you support custom DD checklists?
Explore other intelligence verticals.
The competitor brief, by Monday.
Five agents for VC associates and strategy teams.
Underwrite without 40 tabs open.
Six agents with ATTOM, RentCast, FEMA, EPA data baked in.
Your firm's research, compounding.
Cross-run intelligence, provenance, and shared knowledge graph.
Ready when you are.
Start free — 50 credits on us. No card. No noise.
Begin your first DD run