Agentic Deal Diligence Platform Human-led · AI-executed

Human-led,
AI-executed
deal due diligence.

DiligenceIQ analyses data room documents, market research and key deal questions to produce source-backed findings, red flags and IC-ready draft outputs in one workflow.

It helps deal teams manage more deals in parallel, improve consistency and give senior teams more time for judgement, challenge and client advice.

Built for private equity, corporate M&A and transaction advisory teams.

More capacity
Handle more diligence activity without scaling teams linearly
More consistency
Apply the same analytical rigour across every deal
More judgement
Give senior teams more time to challenge the investment case
DiligenceIQ  ·  Project Meridian  ·  Deal dashboard Illustrative deal data
Project Meridian
Data room, external research and deal questions in one controlled workflow.
Workstreams active
9
of 14 available
Documents ingested
318
data room + management info
Findings drafted
64
each linked to source
Awaiting review
11
held for human sign-off
Workflow — current phase
Deal context & objectivesFramingTransaction rationale, investment thesis and key deal questions.Complete
Scope & methodologyFramingWorkstreams selected, evidence sources and depth agreed with the deal team.Complete
Evidence ingestionIngestData room, management information and approved external research.Complete
Workstream analysisInvestigateNine workstreams running in parallel against the agreed deal questions.Running
Challenge & gap reviewChallengeInconsistencies, evidence gaps and management questions.Queued
Draft outputsDecideIC-ready draft outputs, released only after human review.Queued

Interface shown with illustrative data. No client or transaction information is used in these examples.

Built for
Private EquityVenture CapitalCorporate M&ATransaction AdvisoryInvestment TeamsDeal TeamsOperating PartnersInvestment CommitteesPortfolio CompaniesBoards & CXOs
The Starting Point An execution problem

More information. More questions. Less time.

The evidence keeps growing, investment committees expect more behind every conclusion, and deal timetables keep shortening. The work absorbs the analysts, and the synthesis reaches the partners too late to shape the deal.

01

More information

Data rooms, management information and external sources continue to increase in volume and complexity.

02

Less time

Competitive deal processes require teams to form and test an investment view more quickly.

03

Inconsistent execution

The depth, quality and structure of analysis can vary across workstreams, teams and transactions.

04

Senior capacity constraints

Experienced professionals spend too much time reviewing material and too little time applying judgement, challenge and client advice.

The Platform DiligenceIQ · Agentic Deal Diligence
One workflow

One platform for evidence-backed deal diligence.

DiligenceIQ brings deal documents, market research and key deal questions into a single controlled workflow. Specialist AI agents analyse information across defined diligence workstreams and produce source-backed findings, potential red flags, open questions and IC-ready draft outputs for human review.

The deal team remains in control throughout: setting the scope, defining the questions, reviewing evidence, challenging conclusions and owning the final recommendation.

The Workflow Inputs · workflow · outputs

One connected workflow — not a collection of AI tools.

In

Data room, financials, market research, management responses, the deal thesis and the IC's questions.

DiligenceIQ

Ingest · structure · analyse · challenge · trace · draft — directed by the deal team at every stage.

Out

Source-backed findings, red flags, evidence gaps, management questions and IC-ready draft outputs for human review.

See the five stages in detail →

The Operating Model

Humans lead. AI executes.

The deal team sets the scope, challenges the evidence and owns the recommendation. The platform reads the evidence base, runs the workstreams in parallel and drafts the outputs — with every material finding traceable to its source.

Where responsibility sits →

Diligence Workstreams Activated per transaction

Configure the platform around the deal.

Workstreams are activated per transaction against the scope agreed with the deal team. Not every workstream runs on every deal.

CommercialFinancialOperational TechnologyManagementRisk & compliance

What each workstream covers, and what it does not →

The Product Illustrative interface

Where the evidence is — and where it is not.

Every requirement is mapped against the evidence base as the deal runs, so gaps become management questions and research tasks early rather than late.

DiligenceIQ  ·  Project Meridian  ·  Evidence coverage & gap analysis Illustrative deal data
Evidence coverage & gap analysis
Every requirement in the diligence, grouped by theme and ordered by how much of it the data room actually answers. What is missing becomes a management question or a research task on day one, not in week four.
30
Requirements in scope
6
Answered in the data room
8
Partial — needs corroboration
16
To source outside the room
Company & Financials 5 of 6 in the room
The room settles the numbers.
Financial history (revenue / profit) Segment / go-to-market mix Unit economics / take rate / margin Customer KPIs (counts, retention, churn) M&A / acquisition track record Product roadmap (labelled as plans)
Competitive Positioning 1 of 7 in the room
Pricing aside, the comparison sits outside the room.
Price benchmarking Competitor landscape / archetypes Criteria performance vs archetypes Feature / module benchmarking NPS by provider type Competitor pain-point synthesis Willingness to pay / full-suite demand
Market Dynamics 0 of 4 in the room
Sized in the CIM, corroborated nowhere.
Market size (TAM / SAM / served) Market growth drivers Downturn / recession resilience Value-added / adjacent opportunity
Growth Opportunities 0 of 5 in the room
Asserted by the seller, tested by no one.
Growth-lever agenda Partner / channel whitespace Contestable / new-customer pool Partner adoption willingness Pricing optimisation / elasticity
Decision-Making 0 of 4 in the room
None of this can come from a document.
Switching triggers & lifecycle Decision process & stakeholders Purchase criteria & weights Switching complexity / friction
Customer Feedback 0 of 4 in the room
None of this can come from a document.
Satisfaction / NPS Strengths — customer evidence Churn triggers (beyond price) Development areas — customer evidence
In the data room Partial — needs corroboration Externally sourceable Primary research required
Open items raised for the deal team
Customer concentrationCommercialTop-10 revenue share inconsistent between the CIM and the FY management accounts.Contradiction
Working capitalFinancialSeasonality assumption unsupported by the periods provided.Evidence gap
Key-person dependencyManagementTwo named individuals referenced across product, sales and delivery.Flag
Regulatory exposureRiskPending licence renewal in one operating geography — question drafted for management.Question drafted
DiligenceIQ  ·  Project Meridian  ·  Outputs Illustrative deal data
Draft outputs
Generated from the deal evidence base and released only after human review.
Draft readyDOC
IC memo
Document
Investment committee memorandum — findings, risks, open questions and areas requiring judgement.
Draft readyDOC
Diligence deck
Slide deck
Provenance-tracked slides drawn from the data room and approved external research.
Draft readyDOC
Management questions
Document
Consolidated question list generated from contradictions and evidence gaps.
In reviewDASH
Workstream summaries
Document
One summary per active workstream, each finding linked to its supporting source.
In reviewDECK
Risk & opportunity view
Dashboard
Materiality-ranked flags with the underlying evidence attached.
Not startedDOC
Evidence appendix
Document
What was read, what was inferred, and what remains unevidenced.

Screens are representative of the DiligenceIQ interface and use illustrative data throughout. All outputs are drafts for human review.

The Outcome What changes for the team

More coverage and capacity, with less execution effort.

The value chain runs: more evidence coverage, faster answers, less analyst effort, more senior judgement — and, over a portfolio, more deals in parallel.

01

More evidence coverage

A larger share of the evidence base actually read and tested, rather than the share that fitted the hours available.

02

Faster answers

A first view early enough to redirect the workstreams while the scope can still change.

03

Less analyst effort

Finding, reading, reconciling and drafting move to the platform. The analysis stays with the analyst.

04

More senior judgement

Partner time spent on challenge, management engagement and client advice rather than catching up with the evidence.

Same quality bar. Less execution time.

Indicative, from internal task-level testing.

CIM first-pass screening 75%+

Under 1 hr, against 3–4 hrs today.

KPI extraction 70–90%

1–3 hrs, against 2–3 days today.

Market & competitive synthesis 50–80%

2–6 hrs, against 1–2 days today.

IC memo first draft 60–70%

4–8 hrs, against 20–40 hrs today.

Representative tasks, measured before quality assurance. Not a warranty of outcome on any given deal — the review step stays with your team.

Who It Is For Three buying centres

Same platform. Different problem to solve.

01 · Private equity & investment teams

Analyse more, across more deals

Analyse more information across more active deals without increasing the diligence burden on senior investment professionals.

Key outcomesFaster first view of a target · more consistent deal analysis · better-supported IC discussions · more time for thesis development and challenge.

02 · Corporate M&A teams

A repeatable diligence capability

Create a repeatable diligence capability across transactions, geographies and business units.

Key outcomesStandardised diligence questions · greater continuity between diligence and integration · improved evidence management · stronger internal governance.

03 · Transaction advisory firms

Capacity without diluting the bench

Increase deal capacity and execution consistency while keeping senior advisers focused on judgement, challenge and client advice.

Key outcomesMore concurrent engagements · reusable firm methodologies · consistent workstream execution · faster production of evidence-backed outputs · more time for senior client interaction.

For advisory firms, DiligenceIQ is an enabler rather than a substitute. The methodology, the client relationship and the professional opinion remain the firm's.

Security & Deployment Your deal data, your control

Your deal data. Your control.

The questions your legal and infosec teams ask first: where did this finding come from, who approved it, and what happens to our data.

Data

How deal information is handled

Secure ingestion, encryption in transit and at rest, client data isolation, defined retention and deletion, and hosting and data-residency options agreed at onboarding.

Control

Access control

User and role-based access, audit trails across the workflow, and NDA and data-processing agreements as part of engagement.

Evidence

How outputs are checked and evidenced

Source traceability from finding back to document, human approval before any output is used, and client data not used to train shared models.

Reference Common questions

Questions deal teams ask first.

A human-led, AI-executed platform for deal due diligence. It analyses data room documents, market research and key deal questions to produce source-backed findings, red flags and IC-ready draft outputs in one workflow.

No. Commercial diligence is one of the workstreams that DiligenceIQ can support. The platform is designed around the broader deal diligence process and can bring together commercial, financial, operational, technology, management, risk and other specialist analyses in one workflow. The precise scope is configured around the requirements of each transaction.

No. It is designed to enable advisers and internal teams, not substitute for them. The methodology, the professional opinion and the client relationship remain with the firm or the deal team.

Material findings are linked back to the supporting source — document, page, table or extract — wherever it is available. Where evidence is partial, contradictory or absent, that is recorded as a gap or an open question rather than presented as a conclusion.

Through secure ingestion, encryption in transit and at rest, client data isolation, role-based access, audit trails and defined retention and deletion. Hosting, data residency and deployment options are agreed at onboarding and covered by NDA and data-processing agreements.

Licensing is based on users, workload and support requirements, with deployment options confirmed during technical review. The clearest starting point is a demo, followed by a scoped pilot on a live or recent transaction.

How it works in detail →    Security & data handling →    Diligence workstreams →

Next step

Put DiligenceIQ to the test.

Run it against a deal you have already completed, or start with one workstream on one live transaction. Compare time saved, evidence coverage, analyst effort, finding quality and IC readiness.