Plans for controlled diligence infrastructure.

Analyst, Advisor, and Firm — priced for the volume and deployment your House requires.

Generic AI tools charge per seat and optimize for prompt volume. Diligence OS is implemented around workflows, evidence, and review.

Value drivers for teams justifying infrastructure spend — no invented customer statistics.

Compress diligence cycles

Run the same workflow stages every time without compressing the evidence standard.

Increase partner leverage

Partners review structured drafts instead of rebuilding analysis from raw documents.

Improve consistency of review materials

Memoranda and committee packs render from a single set of facts.

Reduce duplicate analyst work

Analyst time moves from document triage to judgment — challenge, approve, and sign.

Preserve institutional memory

Locked memoranda, audit trails, and versioned workflows create a defensible record.

Improve source traceability

Every claim points back to a source chunk by hash.

Reduce missed evidence

Contradiction checks surface gaps before the committee meets.

Accelerate go/no-go decisions

Decision-ready artifacts arrive with citations intact.

Improve investment committee preparation

IC materials share source spans — they cannot drift from the memorandum.

Create a defensible review record

Every material action is logged against the engagement.

Diligence OS is workflow-first diligence software for capital teams — citation-anchored memoranda, versioned review, and audit history. Priced for serious work, not per-prompt document chat.

Every House begins with an introduction — there is no public signup. Enterprise buyers can request a partner call first.

1. 01

   Request an introduction

   Tell us about your House and the first workflow you have in mind. We review every request for fit before granting product access.

2. 02

   Choose a plan

   Compare Analyst, Advisor, and Firm on principals, engagement volume, and support tier. Published pricing, no hidden figures.

3. 03

   Get set up and confirm

   Once accepted, your House is provisioned and principals confirm the plan and complete a secure checkout on the billing page. Advisor and Firm include a one-time setup fee on the first invoice.

4. 04

   Run your first engagement

   Upload sources, select a workflow, and produce a citation-anchored memorandum through the review console.

Even the entry path is serious infrastructure — not a stripped-down trial.

• Controlled source intake
• Closed-system workflow
• Citation-anchored claims
• Versioned review
• Audit trail
• Workflow-specific artifact output
• Sector fixtures as they ship — included on every plan
• Human review and challenge
• Security-conscious deployment
• No training on your documents — ever, by anyone
• Published pricing on Analyst, Advisor, and Firm

Pricing is rational when the drivers are explicit. These are the dimensions we assess during introduction and scoping.

01Principals included

Each plan includes a fixed number of principals. Additional seats are negotiated on Enterprise.

02Engagement volume

Monthly engagement quota scales from 30 on Analyst to unlimited on Firm.

03Workflow access

All eight workflows — manager DD, direct IDD, ODD, co-invest, secondary, governance, tax brief, and risk analysis.

04Sector fixtures

Asset-class-calibrated workflows, each gated by a published Releasability Score before it reads as live. Energy and data centres and private credit are in practice; three more are in development. Included on every plan.

05Artifact output

Citation-anchored memoranda, risk registers, source maps, PDF export, and share links on every tier.

06Support response

From next-business-day email on Analyst to dedicated partner on Firm.

07Deployment

Shared chamber on Analyst and Advisor. Data residency and single-tenant chamber on Firm.

08Setup fee

Waived on Analyst. One-time setup on Advisor and Firm, billed on the first invoice.