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AI-Powered Document Intelligence

Every Deal Document,
Processed by AI

Upload hundreds of deal documents. Our AI reads, categorizes, extracts insights, and surfaces what matters—so your team focuses on decisions, not paperwork.

Auto-extract key terms & financials
AI categorization into PE data room folders
Instant document summaries
Natural language Q&A across all docs
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Platform

One Platform, End-to-End DD

Every tool your deal team needs — from document ingestion to IC memo generation — in one secure platform.

Diligence Request Tracker

Auto-match docs to your 200+ item checklist

Import your diligence request list from Excel. As documents enter the data room, AI matches them to open items and tracks completion — Satisfied, Partial, or Open — in real time.

Bulk import Excel/CSV request lists
AI auto-matching with confidence scores
Real-time completion tracking
Team assignments & inline discussion
Native VDR Integrations

We meet you where your deal docs already live

OAuth-native two-way sync. Pick a folder, hit connect, and Diligence ingests + AI-categorizes every doc automatically.

Datasite
Native sync
Box
OAuth connect
OneDrive
Microsoft Graph
Google Drive
Shared & My Drive

Connections are scoped per deal. Disconnect any time — we purge cached tokens immediately.

Workflow

Upload to IC Memo in Three Steps

Built for how PE deal teams actually work — from day one of DD to the investment committee presentation.

Step 01

Import Your Request List

Upload your diligence checklist (Excel/CSV). AI organizes 200-400+ items into categories and sets up tracking.

Step 02

Load the Data Room

Upload deal documents or connect your VDR. AI auto-categorizes, matches to requests, and detects versions.

Step 03

Run AI Analysis

Generate PE Top 20 answers, red flags, gap analysis, org intel, and IC memos — all from your documents.

Security

Built for Confidential Deal Data

Your CIMs, financial models, and legal agreements deserve the highest security standard. Every document is encrypted and stored in an isolated deal vault.

Encrypted in Transit

All data transmitted over TLS 1.3. Documents stored securely with access controls

Full Audit Trails

Every document view, download, and action logged with user identity and timestamp

One-Click Purge

Irreversible data deletion when DD is complete — required by many LPAs

Role-Based Access

Four permission levels with scoped external contributor access per deal

Document Vault

Fully Encrypted

Protected
Financial Model Q3.xlsxEncrypted
CIM_Final_Draft.pdfEncrypted
Legal_DD_Report.docxEncrypted
Testimonials

Trusted by PE Professionals

"Diligence cut our due diligence time by 70%. The AI analysis is incredibly thorough and catches things we might miss."

Sarah Chen

Sarah Chen

Managing Director, Summit Capital Partners

"The secure data room with one-click purge gave our LPs confidence. The red flag detection has saved us from two bad deals."

Michael Roberts

Michael Roberts

Partner, Horizon Growth Equity

"IC memo generation alone is worth the per-deal price. What used to take our associates days now takes minutes."

Jennifer Liu

Jennifer Liu

Principal, Elevate Partners

Ready to Transform Your Due Diligence?

Join leading PE firms already using Diligence to close better deals faster.

See Pricing