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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 it anything and it answers grounded in your files — every citation opens the source page. Map or unmap a document by hand and coverage recomputes instantly.

The workspace

Not just a chat bot — a workspace in your deal room

The Due Diligence Agent lives inside the room as a workspace to track checklist coverage and organise your documents, with a human-in-the-loop control to map or unmap what the agent categorised.

What it does

  • 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 from day one.
  • 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.
What it produces
Coverage checklistOrganised foldersCited answersMissing-document list
In your room
Is there a signed founders’ agreement, and does it include vesting?
Due Diligence Agent

Yes — a signed Founders’ Agreement with 4-year vesting and a 1-year cliff, equity split 55 / 30 / 15.

Founders’ Agreement + Vesting.docx · p.4

Run your next round on InvestConclave.

Spin up a secure deal room in minutes and let AI agents handle the questions you’d rather not answer for the hundredth time.