The challenge
Due diligence requires analysts to trace figures and disclosures across documents with different formats, reporting periods, and definitions. The project brings evidence gathering and comparison into a consistent analyst workflow.
The solution
Document extraction captures tables, dates, currencies, and key terms with page references. Research agents retrieve relevant evidence, prepare comparisons, and flag inconsistencies. Calculations use explicit rules, while an analyst reviews interpretations and decides which findings belong in the diligence report.
Project scope & evaluation
The scope includes a source-linked comparison workspace, an open-questions register, and evidence briefs for authorized document sets. Evaluation focuses on extraction accuracy, reconciliation exceptions, citation completeness, and analyst review effort. Investment judgments remain with the review team.