Diligence Sigma sits above the VDR, above the checklist, and above point AI tools. It turns fragmented diligence work into a single, decision-ready view for the PE deal team—legal, financial, commercial, tech, and people findings synthesized into what actually matters for investment committee.
Each workstream is powered by a specialized AI agent that reasons through a structured framework—then findings converge into a single cross-functional view for the deal team.
Market sizing, competitive landscape, customer analysis, revenue quality
Architecture, code quality, IP assets, engineering health metrics
Revenue verification, earnings quality, cash flow & working capital
Material contracts, litigation risk, regulatory compliance gaps
Leadership assessment, workforce analysis, culture & retention risk
Attack surface analysis, compliance certs, incident history review
Not another VDR like Datasite, M&A suite like DealRoom, or DDQ platform like DiligenceVault. This is the layer that answers: what does the deal team believe, what worries them, what's missing, and should they do this deal?
Surface risks by theme, not by document. Legal, financial, commercial, tech, and people issues converge into one prioritized view so nothing falls between the cracks.
Deep research synthesizes all evidence—docs, transcripts, questionnaire responses—into publication-ready memos with sourced findings, not hallucinated summaries.
Track new uploads, updated responses, and evolving risk ratings across every workstream. See exactly what changed since the last review.
Gap analysis across all six workstreams flags open questions, missing data room items, and claims that haven't been independently verified.
Voice interviews with management via specialized assistants, automated questionnaires via secure links. Responses flow directly into the deal team's evidence base.
Built for the deal team's table—not seller-room administration. Multi-portfolio workspace with isolated data, dedicated workstreams, and full team control.
Upload data room documents or connect live integrations. Agents ingest, index, and cross-reference every file, surfacing the questions that matter before anyone asks.
AI-driven management interviews, automated questionnaires via secure links, and custom follow-ups generated from gaps in the evidence. Findings are mapped to the firm's diligence framework and investment thesis.
Cross-functional synthesis rolls legal, financial, commercial, tech, and people findings into a single IC-ready memo with cited evidence, gap analysis, and prioritized red flags.
Download six Claude skills that turn Cursor into a due diligence analyst. Run high-level commercial, tech, financial, legal, people, and cyber scans on any company in minutes.
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