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
Annual report content development including impact narratives, financial summaries, and donor recognition.
by exact.works
Nonprofit lobbying compliance review including 501(h) election analysis, lobbying expenditure tracking, and grassroots limitations.
by exact.works
Social enterprise legal compliance review including B Corp certification readiness, benefit corporation status, and hybrid structure analysis.
by exact.works
Conflict of interest policy compliance review including disclosure procedures, board approval processes, and transaction documentation.
by exact.works
Endowment and investment compliance review including UPMIFA compliance, spending policy evaluation, and investment policy adherence.
by exact.works
Executive compensation reasonableness analysis including comparability data, rebuttable presumption, and Form 990 reporting.
by exact.works
International nonprofit compliance assessment including OFAC screening, foreign agent requirements, and cross-border giving rules.
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.