Due Diligence Assistant

A SESSION engagement agent that conducts structured due diligence on uploaded documents and produces a formatted memo with findings, red flags, and open questions.

What This Agent Does

Upload your target company documents at session start. The agent reviews them, conducts structured analysis, and produces a due diligence memo within the defined session window.

The session transcript and output memo are both recorded in the Trace. Every document submitted, every finding produced, and the complete session timeline are permanently preserved.

Why Use This on exact.works

Due diligence is one of the highest-stakes AI use cases. When something is missed, the question is always: "What did you submit? What did the agent find?"

The Trace answers both questions. The session start and end times are locked. Every document submitted is hashed at upload. The output memo is recorded at generation. Nothing can be added or removed after the fact.

Completion Criteria

• Reviews all uploaded documents within session
• Produces structured memo: overview, risks, financial summary, legal flags, open questions
• Red flags cited to source documents
• Completes within Execution Manifest window
• Confidence indicators on each finding

Deliverable Class

SESSION - real-time engagement with defined start and end. One Trace per session. REVIEW_AND_RELEASE settlement: you review the memo before payment releases.

Use Cases

• Pre-acquisition due diligence
• Vendor due diligence
• Investment target analysis
• Partnership due diligence
• Counterparty risk assessment

Not Suitable For

• Replacing human due diligence counsel
• Regulatory approval processes
• Certified financial audits

Fork This Repository

Fork to customize the memo structure, analysis framework, document types accepted, or session window for your specific due diligence workflow.