Organize the packet
Index seller-provided documents and identify what is missing before reviewing a deal.
In development · Acquisition diligence
Understand the business behind the data room.
We’re building a diligence copilot for independent business buyers. Organize seller documents into an evidence-linked view of the business, its open questions, and the next request to make.
Source-linked findings · Human review at each step
REVIEW BRIEF / 001ILLUSTRATIVE EXAMPLE
Revenue concentration needs clarification
Fictional documents · sample findingHuman review
What the sample evidence says
A fictional customer schedule lists one account as a large share of sales; the sample contract does not establish renewal terms.
Planned output: links to supporting passagesA specific next step
Request the customer agreement, revenue history, and renewal dates before drawing a conclusion.
Workflow preview · Illustrative documents and findings
Sources → findings → reviewed actions
DESIGNED FORIndependent sponsors and entrepreneurs buying a small business
The product workflow
Make the evidence easier to use.
Planned inputs: Seller financial statements, customer schedules, contracts, and data-room documents. The first release will focus on one repeatable workflow, with people reviewing the result.
Connect the evidence
Claude will summarize contracts, compare claims across documents, cite sources, and surface questions for the buyer.
Prepare the next conversation
Review a draft diligence memo and document-request list. Financial calculations are planned as separate, inspectable code.
Built around evidence
Every finding should be reviewable.
The planned Claude integration will read source documents, reason across relevant passages, and produce structured drafts with references and open questions.
Clear sourcesLink the reasoning to the document passages that support it, and flag missing evidence.
A deliberate review stepBuyers will review the diligence packet and retain responsibility for financial and acquisition decisions.
A focused first releaseDocument uploads and reviewed exports first. Connected-system integrations will be considered after the core workflow works.
Product development
A focused first release.
What is the product designed for?
Independent sponsors and entrepreneurs buying a small business. The workflow brings relevant documents, source-linked findings, and reviewed next steps into one packet.
What is on the roadmap?
The first release will support seller financial statements, customer schedules, contracts, and data-room documents, structured findings with citations, and reviewed exports. Connected-system integrations will follow the core document workflow.
How can I help shape the workflow?
Share the document review, questions, and handoffs your team repeats. We’re focusing development on a practical workflow that fits how your business operates.
A clearer workflow starts here.
Share the documents, questions, and handoffs that slow your team down.