Overview
Due Diligence is a workflow for performing comprehensive analysis of deal documents and investment materials to support a clear, evidence-backed investment decision.
It supports a structured diligence process — document review, financial and market analysis, risk identification, and investment recommendation — in one streamlined workflow.
What you get: a structured table of extracted diligence findings and deal metadata you can review, edit, and export.
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To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.
This page focuses on what’s specific to Due Diligence.
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When to use Due Diligence
Use this workflow when you need a consistent first-pass (or repeatable) diligence review of an investment opportunity, including:
- Organizing deal materials and extracting key company and deal facts
- Assessing financial performance and revenue quality
- Evaluating market size, positioning, and competitive dynamics
- Identifying legal/regulatory, operational, and deal-structure risks
- Summarizing key risks, mitigants, and an investment recommendation
Step-by-step usage
- Navigate to Workflows > Template gallery and select Due Diligence.
- Upload investment materials and deal documents (pitch deck, data room exports, financials, contracts, cap table, term sheet, legal documents).
- (Optional) Upload supporting market research, customer evidence, and product/tech documentation.
- Click Run to begin extraction and analysis.
- Review extracted fields and edit anything that is incorrect or incomplete.
- Export results (CSV or Excel) for IC memos, reporting, or downstream workflows.