DiligenceOS

From data collection
to deal execution.

The operating system for high-stakes due diligence. It centralises fragmented material, auto-drafts a structured report that stays live as new documents land, and lets credentialed investors interrogate it in plain English — with every answer traced to its source.

Investor Q&A
Data-bank only

Investor asks

“What is the current cash runway and what assumptions drive it?”

Runway extends to Q3 2027 on the current burn of $410K per month, assuming headcount holds at 34.

Board deck p.12FY26 model p.4Cap table v9

Every claim traced to the exact page it came from.

95%
Data-room ingestion accuracy
100%
Answers cited to source
4–6 wks
To investor-ready deployment
Minutes
To republish an updated report
The diligence problem

The bottleneck isn't the data. It's that nobody can query it.

Founders re-answer the same questions every cycle and maintain data rooms that go stale. Investors wait days for answers, then receive documents they cannot trace back to a source. DiligenceOS closes both gaps with the same workspace.

For the target

  • Stop re-answering the same questions across every investor cycle
  • Keep one workspace that carries from round to round
  • See which questions investors ask most, and who is serious

For the investor

  • Ask the data room directly instead of waiting days for a reply
  • Trace any claim back to the page it came from
  • Raise clarifications and book time without leaving the platform
Core capabilities

Six things DiligenceOS does for a deal.

Built around the way diligence actually runs: ingest once, publish selectively, answer instantly, and keep control of the process throughout.

Unified ecosystem connectivity

Connects to the platforms your data already lives on — SharePoint, virtual dealrooms and proprietary internal servers — so nothing has to be migrated first.

Living reports

Months of manual audit collapse into a structured diligence report that keeps updating as new material is ingested, rather than going stale the day it is delivered.

The secure investor portal

Publish grants tiered, per-investor access, so the right people see the right sections at the right stage of the process.

Instant-answer chat

Investors ask complex questions directly of the data room instead of hunting through thousands of pages, and every answer arrives with its source attached.

Investor engagement workflow

Investors raise clarifying questions with the target inside the platform and book follow-up meetings through integrated scheduling.

Target analytics and control

See which questions investors ask most and which are engaging seriously, so the target keeps control of the process rather than reacting to it.

How it runs

Four steps from data room to investor answers.

Ingest into an isolated tenant

Financial statements, cap table, regulatory and clinical files, contracts and team material go into a private workspace and are indexed for retrieval.

Auto-draft the report

The platform generates a structured report across market, product, team, financials, regulatory and risk, with every claim linked back to its source document.

Set access and answer policy

Per-investor credentials rather than shared logins, section-level visibility controls, and a policy governing whether the agent may answer beyond the data bank.

Investors ask, in plain English

Credentialed investors query the data bank directly, get answers cited to the exact page, and message or book time with the founder in-app.

How it compares

Against consultants and static data rooms.

Traditional diligence trades speed for rigour or rigour for speed. A queryable, always-live workspace does not have to.

DiligenceOS compared with traditional diligence consultants and static data rooms
ParameterDD consultantsStatic data roomsDiligenceOS
Time to a usable answerWeeks per cycleFast to upload, nothing to queryReal-time, published in minutes
Evidence trailBuried inside an 80-page reportNoneEvery answer linked to its source page
FreshnessOut of date on deliveryOnly as current as the last manual uploadAlways live; updates within minutes
Repeat cyclesStarts from scratch each roundManual re-org each roundOne workspace carries across rounds
Owner control

The target decides who sees what.

Opening a data room should not mean losing control of it. Access, answer policy and section visibility all stay with the owner.

Isolated tenant

Each workspace is private to the owner, with no shared index across companies.

Per-investor credentials

No shared logins, so engagement is attributable and access can be revoked individually.

Answer policy you set

Restrict the agent to the data bank, or allow approved outside sources — the owner decides.

Republish in minutes

Edit, approve and push an updated report without rebuilding the data room.

Looking for the sector view instead?

See how DiligenceOS fits alongside our wider due diligence and investment work.

Due diligence solutions
DiligenceOS questions

What founders and investors ask first

Still have questions?

Our team is ready to help — let’s get you set up.

Contact our team