Due diligence document intelligence
Structured extraction and summarization across data rooms and deal documents—reducing analyst prep time while standardizing coverage across transactions.
50%
Reduction in manual document review
Challenge
Analysts spent hours combing through data rooms, PDFs, and spreadsheets to assemble deal memos and flag risks—work that varied widely by deal team and analyst.
What we did
We deployed an AI workflow that ingests deal documents, surfaces material signals, and drafts structured summaries for analyst validation—integrated with existing diligence templates.
Results
Deal teams cut manual review time in half while improving consistency of coverage across transactions. Analysts retained final judgment on every recommendation.
Discuss a similar engagement
We typically start with a scoped proof of concept before production deployment.