Diligence WorkstreamsActivated per transaction

Configure the platform
around the deal.

No two transactions need the same combination of questions, evidence and specialist analysis. The deal team activates the groups the deal turns on, and adapts them as the thesis develops.

01 / The Workstreams Six groups, activated per deal

Deal diligence is more than commercial.

Commercial analysis is one group among several. The platform is designed around the broader deal diligence process — and around the fact that no two transactions need the same combination.

Scope, not a feature list. Workstreams are activated per transaction against the scope agreed with the deal team. Depth varies by workstream, by sector and by the evidence available — not every workstream runs on every deal, and the combination is confirmed at onboarding rather than assumed.

01 · Commercial & market

Market and customer evidence

Market size and growthCompetitive position Customer behaviourPricing Revenue qualityGrowth opportunities
02 · Financial & value

Trends, drivers and sensitivities

Financial trend analysisMargin and profitability Cash flowWorking capital Forecast assumptionsValuation sensitivities

Supports analysis. It does not replace formal financial due diligence or an independent valuation where one is required.

03 · Operational

How the business runs

Operating modelProcess maturity ScalabilitySupply chain ProcurementDelivery capability
04 · Technology & product

What the business is built on

Technology architectureProduct capability Technical debtCyber and data risks AI capability and readinessTechnology scalability

Supports assessment and question generation. It does not replace formal technical or cyber due diligence.

05 · Management & organisation

Who has to deliver the plan

Leadership capabilityOrganisation structure Talent dependenciesGovernance Execution capacity
06 · Risk & compliance

What could stop the deal

Regulatory exposureLegal and compliance questions ESG considerationsKey dependencies Red flags and deal-breakers

Surfaces exposure and drafts questions for specialist review. It does not replace legal, tax or regulatory due diligence.

02 / Scope What the platform does not do

It enables specialists. It does not stand in for them.

Being explicit about the limits is what makes the rest of the platform credible to an investment committee, a risk function and a procurement team.

Where it helps

Structuring evidence and surfacing questions earlier

Organising the evidence base, testing it against the agreed deal questions, flagging contradictions and gaps, and drafting the questions a specialist would otherwise construct from scratch. Specialists arrive at a structured position rather than an empty page.

Where it does not

Formal specialist due diligence and professional opinions

DiligenceIQ does not replace formal financial, legal, tax, regulatory, cyber or other specialist due diligence, an independent valuation, or the qualified professionals who perform them. It does not issue an opinion, and it does not own a recommendation.

03 / Configuration How scope is set and changed

Scope is a deal-team decision, revisited as the thesis moves.

Step 01

Set the context

Transaction rationale, investment thesis and the questions the deal turns on.

Step 02

Activate workstreams

Select the groups and individual analyses relevant to the asset, sector and deal type.

Step 03

Set depth and sources

Agree which evidence sources are in scope and how deep each workstream should go.

Step 04

Adapt in flight

Add, remove or re-run workstreams as findings land and the thesis develops.

Coverage follows scope

Once workstreams are activated, every requirement inside them is tracked against the evidence base — what is in the data room, what is partial, and what has to be requested or researched. See the coverage map →

Recommended 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.