Ask the room. Get the page.
InvestConclave presents CADO — Corporate AI Diligence & Orchestration — a virtual data room where AI agents answer diligence questions from your own documents, with a citation to the page.
CADO launches on Friday 9 October CADO is liveEncrypted in transit and at rest · Exportable audit trail · Personal onboarding
Specialised in Indian deals, ready for any deal
We start from how Indian deals run and keep diligence on the record.
Built for Indian diligence
Know what is missing before the other side asks. Uploads are matched to the India due-diligence checklist for the deal’s stage and industry, and missing mandatory documents are flagged.
Diligence on the record
View links, downloads, invitations, role changes and deletions are logged and export to CSV or PDF. No one sees a document before accepting the room’s NDA.
Answers you can check
Every claim in an answer links to the page, slide or spreadsheet row it came from, and when nothing in the room answers the question, it says so.
Ready for any deal: rooms in INR, USD, EUR or GBP, cited answers from any English-language document, and an NDA gate, roles and audit trail that work for any deal.
Agents that run diligence with you
Not a chatbot: each agent is a workspace in your deal room, with a dashboard, a chat, and the tools to review and correct what the AI extracted.
Due Diligence Agent
The Due Diligence Agent turns a pile of uploads into a reviewed data room. It auto-sorts documents into folders, maps them to a diligence checklist across corporate, financial, legal, tax and IP domains, and shows exactly what’s covered and what’s still missing. Ask a question in plain English and it answers from your files, and every citation opens the source page. Map or unmap a document by hand and coverage updates.
- Checklist coverage Maps documents to a mandatory / recommended requirements checklist by domain, and flags what’s still missing.
- Auto-categorised documents Sorts uploads into folders and tags each file’s type, so the room is organised.
- Grounded Q&A with citations Answers diligence questions from your files — every citation opens the exact source page in a drawer.
- You stay in control Map or unmap a document by hand and coverage recomputes — human-in-the-loop, not a black box.
Financial Analyst Agent
The Financial Analyst Agent reads financial statements and reconciles them across periods and documents. It shows the source of every figure, flags conflicts across documents, and lets a person correct any figure with a required reason. Derived metrics recompute, and every correction is recorded.
- Reconciled statutory figures Extracts and normalises P&L and balance-sheet figures into one dashboard of KPIs, trends and ratio health.
- Conflict detection Flags where the same figure disagrees across documents, for example revenue from operations in the audited accounts against the MIS pack.
- Human-verified, with an audit trail Correct any figure with a required reason. Derived metrics recompute, and every correction is recorded and traceable to the printed line.
- Traceable to the source line Every figure links back to the exact statement line or page it was read from.
From an empty room to live diligence
Four steps, and a person from our team beside you in your room.
- 01
Create a room
Set the funding stage, industry and currency (INR by default), and the room’s checklist follows. We set up your room with you.
- 02
Upload and organise
Documents file themselves into the right folder and are mapped to the checklist. PDF, Word, PowerPoint and Excel open in the browser.
- 03
Invite with the right role
Invite the company, investors and advisors by email as Owner, Manager, Co-founder, Founder, Investor or Legal. Members accept the room’s NDA before they see a document.
- 04
Ask in plain English
Every answer links to the page, slide or spreadsheet row it came from.
CADO
Create secure deal rooms, invite each party with the right role, and let AI agents answer diligence questions from your own documents, with citations.
- Secure deal rooms Roles enforced on the server, an NDA before access and an exportable audit trail.
- Teams & roles Invite founders, advisors, and investors with the right permissions.
- AI agents Ask questions; get answers grounded in the room’s documents, with citations.
- Financial Analyst Reconciles financial statements across documents and flags where they disagree.
Roles enforced on the server, an NDA before access and an exportable audit trail.
Invite founders, advisors, and investors with the right permissions.
Ask questions; get answers grounded in the room’s documents, with citations.
Reconciles financial statements across documents and flags where they disagree.
Built for everyone at the table
Founders, advisors, investors, and legal teams — each gets a room shaped to how they work.
Where your documents live
The CADO application and document storage are hosted in Mumbai, India; some AI processing uses third-party AI providers. Your documents are not used to train AI models.
Ask the room. Get the page.
Early access comes with personal onboarding: a person from our team walks you through your room.