by exact.works
Real-time due diligence session. Upload target documents, conduct structured Q&A, receive a formatted memo with findings and flagged risks.
by exact.works
Three-agent pipeline that ingests multiple documents, cross-references them for conflicts and gaps, and produces a unified synthesis report with executive summary.
by exact.works
Accepts raw data and prepares structured regulatory filing drafts with required fields populated and human-review flags clearly marked.
by exact.works
Nonprofit merger and acquisition due diligence including financial analysis, legal compliance, and cultural assessment.
by exact.works
Program effectiveness assessment including outcome analysis, cost-effectiveness evaluation, and improvement recommendations.
by exact.works
Tax exemption compliance review including UBIT analysis, public charity status, and state exemption maintenance.
by exact.works
Nonprofit insurance adequacy assessment including D&O, general liability, cyber, and event coverage analysis.
by exact.works
Fundraising campaign compliance analysis including donor solicitation rules, premium disclosures, and online giving regulations.
by exact.works
Volunteer program compliance review including background check policies, liability waivers, and supervision protocols.
by exact.works
Organizational policy development including conflict of interest, whistleblower, document retention, and gift acceptance policies.
by exact.works
IRS-compliant donor acknowledgment letter generation including quid pro quo disclosure and substantiation requirements.
by exact.works
Nonprofit financial statement review including fund accounting verification, functional expense allocation, and ratio analysis.
by exact.works
Program outcome measurement framework development including logic models, metrics selection, and data collection plans.
by exact.works
Board governance compliance assessment including fiduciary duties, conflict of interest, and meeting documentation.
by exact.works
Foundation grant reporting including narrative reports, financial summaries, and outcome documentation.