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Workflows

Choose the review that matches the decision.

Choose one review for your documents. A human reviewer checks its findings before the memo is released.

Discuss a pilot →

One decision. One review. One memo.

  1. 01

    Your documents

    PDF, Word, and Excel for one decision.

  2. 02

    One selected review

    The review uses the documents you provide.

  3. 03

    Human review

    A human reviewer checks the findings.

  4. 04

    Your decision memo

    Inspect the sources and download the released PDF.

Each engagement uses only its own documents and selected workflow. A different decision starts a separate engagement.

01

Risk Analysis

What could change your decision?

Output
A severity-ranked risk register drawn from the uploaded data room.
Evidence standard
Each supported finding links back to its source excerpt. Unsupported material findings are withheld.

02

Investment Diligence

What does the evidence say about the investment?

Output
A cited investment memorandum covering commercial, financial, contractual, and operating evidence, with a recommendation and material risks.
Evidence standard
A human reviewer checks the recommendation and material findings before approving the memo for release.

03

Operational Due Diligence

Where could day-to-day operations break down?

Output
A cited operational memorandum covering controls, governance, service providers, and operational dependencies, with control gaps and follow-ups.
Evidence standard
Each finding links to the page or row it relies on, so you can inspect the source.

More ways to review a decision.

More workflows, coming soon

Planned additions. Not available in the current pilot.

  • Manager Diligence

    Understand a fund manager’s track record, terms, and risks.

  • Co-investment

    Examine the deal, sponsor, and terms of a shared investment.

  • Secondaries

    Review an existing fund interest and the assets behind it.

  • Governance

    Inspect decision rights, oversight, and accountability.

  • Tax Brief

    Organize tax considerations for review with your advisers.

Specialist reviews,
coming soon.

Planned reviews for the documents and questions specific to an industry or investment type.

  • Coming soon

    Energy & Data Centres

    Power, grid connection, and site dependencies.

  • Coming soon

    Private Credit

    Repayment, covenants, and liquidity.

  • Coming soon

    Commercial Real Estate

    Leases, valuation, and property records.

  • Coming soon

    Emerging Managers

    Team history and track-record attribution.

  • Coming soon

    Nuclear & SMR

    Licensing, construction, and operating milestones.

Future plans, not current pilot offerings. Release dates are not set.