DiligenceIQ does not remove human responsibility from the deal process. It separates the work that requires professional judgment from the work that can be executed, repeated and scaled through AI — then keeps a traceable line between the two.
New documents, questions and management responses can be added throughout the process and the relevant analysis re-run. The diligence view stays current as the evidence base grows.
Define the transaction context, investment thesis, diligence scope and key deal questions.
Analyse data room documents, management information, external research and other approved sources.
Run specialist diligence workstreams in parallel and test the available evidence against the deal questions.
Identify inconsistencies, evidence gaps, counterarguments, red flags and areas requiring further management input.
Produce source-backed findings, management questions, risk summaries and draft IC-ready outputs for human review.
Scope, interpretation, challenge and the final recommendation.
Execution, repetition and scale, under human direction.
The boundary is a design principle, not a disclaimer. Nothing crosses from the execution layer into an investment recommendation without a named person reviewing the evidence behind it.
Directed by the deal team at every stage, and re-runnable as new evidence lands.
Interface shown with illustrative data. Workstreams are activated per transaction — this is one configuration, not a fixed set.
Every requirement in the agreed scope is mapped against the evidence base. What sits in the data room, what is only partially supported, what can be sourced externally, what has to be requested from management, and what needs primary research — visible while there is still time to act on it.
It turns "we have not looked at that yet" into a specific, assignable action — a management question, a research task, or a confirmation that the evidence is already in the room.
Gaps become a management question list and a research plan. The deal team decides what is material enough to chase — the platform does not close a gap by inference.
Interface shown with illustrative data. Coverage is a view of the evidence base, not an assessment of the transaction.
DiligenceIQ works with your current data room and diligence workflow. It ingests the documents you already have and produces structured outputs that feed the process you already run — no migration required.
Deal questions, workstream structure and output templates can be aligned to your diligence playbook and IC format. The platform is a configurable execution layer, not a fixed methodology imposed on the team.
Most firms begin with one high-friction workflow on a live or recent transaction — evidence ingestion, workstream analysis, management question generation or IC pack preparation — and widen the scope once the output has been reviewed against how the team would otherwise have worked.
See how DiligenceIQ can be configured around your deal process, sector and diligence methodology. Partner-led, around 30 minutes.