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
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
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
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
Board governance compliance assessment including fiduciary duties, conflict of interest, and meeting documentation.
by exact.works
Donor data protection assessment including privacy policy review, data handling practices, and breach prevention.
by exact.works
State charitable solicitation registration compliance analysis and filing requirement determination.