House · Beta
How an engagement runs.
One introduction, one chamber, one memorandum. Seven steps between.
Diligence OS is software. The introduction is hand-read by a partner; the rest is the chamber. After the first engagement, the chamber stays. The next engagement begins when your House begins it; a partner is reachable when you have a real question.
ENG · ONBOARDING · BETA-2026-04
Onboarding ledger · three days, as recorded
- PARTNER.01 · INTRODUCTION.READref_2c7e4b
- PARTNER.01 · INTRODUCTION.ACCEPTEDref_2c7e4b
- PARTNER.01 · NDA.COUNTERSIGNEDdoc_8f3d10
- PARTNER.01 · INTAKE_CALL.HELDcall_4d2a08
- SYSTEM · CHAMBER.PROVISIONEDtenant_house
- ADVISOR.14 · SOURCES.ADMITTED27 × pdf
- ADVISOR.14 · SOURCES.SCANNED27 × clean ✓
- SYSTEM · WORKFLOW.RUN.MANAGER-IDDrun_b21e04
- ADVISOR.14 · REVIEW.OPENEDreview_e0f7c1
- PARTNER.01 · MEMORANDUM.LOCKEDsig_3c9a7b ✓
- ADVISOR.14 · IC_PACK.EXPORTEDshare_a1f9c2
- PARTNER.01 · SHARE_LINK.ISSUEDshare_a1f9c2
Introduction · NDA + intake · provisioning · intake · workflow · review + lock · IC pack.
Introduction
A warm introduction reaches us through an existing partner, a counsellor, or a House we already work with. A partner reads it and replies within three business days. There is no public sign-up — and no waiting list.
Mutual NDA and intake call
A mutual confidentiality agreement is signed before any document changes hands. A short call follows — about thirty minutes — to confirm fit, walk through the chamber, and choose data residency. We describe the audit trail and what the system will not do.
Chamber provisioned
The chamber stands itself up. Each House is single-tenant: documents, prompts, and outputs sit behind a House-scoped boundary that no other session can cross. Data residency (US, UK, or EU) is selected at provisioning. Inference runs under enterprise zero-retention contracts; nothing is retained for training. Members sign in by magic link; the chamber is theirs from that moment.
Document intake
Documents arrive through direct upload or through a connector to the House’s existing virtual data room — Box, SharePoint, or Intralinks. Other providers can be requested from the connector page. Each source is fingerprinted on arrival; the SHA-256 becomes the identity of every citation that depends on it. Nothing is re-uploaded elsewhere.
Workflow runs
The workflow for the engagement type loads and inference runs against the ingested documents. Draft sections are produced against the memorandum structure, with citations at the span level. Every model call is recorded — the prompt by version, the model, its token counts and duration, and the source chunks the retriever returned. The reviewer can re-run a step at any time.
Memorandum reviewed and locked
The reviewer at the House reads the draft against the audit trail. Uncited claims are refused by the renderer. Claims with a contested source are flagged for the reviewer. Claims the reviewer disagrees with are rewritten or deleted. When the reviewer locks the memorandum, the version is immutable from that moment.
IC pack exported
The investment-committee pack is generated from the locked memorandum, structured to the committee’s reading habits. The House issues a view-only share link that expires in thirty days; every open is logged. When the committee meets, they read the memorandum they were expecting, on the schedule it was promised.
The introduction is hand-read by a partner; the rest is the chamber.
The work, divided
What we look after, what your House runs.
What we look after
The introduction. The chamber and its boundaries. The audit trail. Enterprise zero-retention contracts with the model providers. A partner reachable when you have a real question.
What your House runs
The data room and what enters it. The schedule. The reviewer who locks the memorandum. The committee pack and who you share it with. The next engagement, when you begin it.
A first engagement, from introduction to IC pack, takes days. The audit trail survives the engagement. The memorandum, once locked, is immutable.
After the first, the chamber is yours to run. The next engagement begins when your House uploads the next set of documents.
A question before the introduction: write to us.