The AI-native platform

Investment intelligence,
built for private markets.

One surface for the modern investment team — the screening read, the rebuilt financials, the call record, the valuation, and the committee memo, computed and reconciled as the deal moves toward committee.

01The walkthrough

A real deal, worked end to end.

From the CIM landing in the workspace to the memo leaving it — every module of the platform, in the order a deal actually uses them.

One deal, every modulefull-length film.
02The modules

Five modules, one reconciled record.

Each module runs on the same AI-native engine — reading documents, extracting figures, and reasoning across the deal the way a senior analyst would, then handing the arithmetic to a deterministic calculation layer that never guesses. One record, updated everywhere at once.

2.1

Screening

Every inbound deal gets the same disciplined first pass — a scored recommendation, the company snapshot, and the headline metrics. Triage stops depending on who happened to read the CIM.

  • Scored recommendation with stated reasoning
  • Company snapshot and headline metrics
  • Consistent read across the whole team
2.2

Financials

The adjusted-EBITDA bridge, rebuilt line by line from the source documents. Add-backs outside peer range get flagged before anyone anchors on a multiple.

  • Add-back review with flags and rationale
  • Earnings-quality grade per line item
  • Margin and revenue trends against the CIM claims
2.3

Management calls

Rough call notes come back structured — contradictions against the CIM, follow-up questions, and open items, tracked across every conversation on the deal.

  • Contradiction detection against the deal record
  • Follow-up questions ranked by materiality
  • Open items carried across calls
2.4

Valuation

A working valuation grounded in the rebuilt financials. Adjust assumptions and see the sensitivity move — with the arithmetic always visible.

  • Entry multiple sensitivity on adjusted EBITDA
  • Assumptions editable, arithmetic shown
  • Reconciles automatically when figures change
2.5

The IC memo

The committee document assembles itself from the diligence record — analysis, valuation, call log, and open risks — in the format committees expect to read. Editable to the end, printable when done.

  • Assembled from the live deal record
  • Every figure computed, never paraphrased
  • Print-ready for committee distribution
03A closer look
Revenue Explorer

The revenue line, pulled apart.

Growth is only as good as what sits underneath it. Revenue Explorer decomposes the top line — by cohort, by customer, by segment — so you can tell durable momentum from a business a few accounts away from a very different story.

  • Customer concentration and revenue at risk
  • Cohort retention and net revenue retention
  • Growth decomposed — new, expansion, and churn
Revenue quality, decomposedfull-length film.
04Computational discipline

Every number is calculated.
None of them guessed.

Diligenco is AI-native from ingestion to the memo — reading documents, extracting figures, and reasoning about a deal the way a senior analyst would. But investment decisions can’t rest on a model’s guess: the arithmetic itself runs on a deterministic calculation engine, not a language model paraphrasing your CIM. The adjusted-EBITDA bridge, the valuation, the recommendation score — each one is math you can rerun, not a summary you have to take on faith.

Adjusted-EBITDA computationProject Meridian
  • Reported EBITDA$8.40M
  • Owner compensation above market rateAccepted+$1.10M
  • One-time legal costsAccepted+$0.48M
  • “Market rate” rent adjustmentRejected+$0.32M
  • Adjusted EBITDA$9.86M

Every add-back carries a stated rationale, accepted or rejected — not a black-box adjustment.

05Against the manual process

The same work. A fraction of the calendar.

StageWith DiligencoManual process
First readScored recommendation in minutes, same rubric every timeDays of analyst reading, quality varies by reader
Earnings qualityBridge rebuilt from source; questionable add-backs flaggedSeller's adjustments taken at face value until QoE
Call recordStructured notes, contradictions surfaced automaticallyNotes scattered across notebooks and inboxes
VerificationDeterministic arithmetic — rerun the calculation, get the same answerFigures buried in one-off spreadsheets; trust by memory
The memoAssembled from the live deal record, always currentRebuilt by hand the weekend before committee
CoverageAI reasoning extends every analyst — deal volume scales without headcountAnalyst bench sets the ceiling on how many deals get real scrutiny

Data handling is covered under the same terms as everything else — see data & trust and the privacy policy.

Book a demo

Bring a deal from your pipeline.
We’ll run it live.

A working session on your own CIM — the first-pass read, the adjusted-EBITDA bridge, and the committee memo, produced in front of you. No canned demo. No public sign-up; workspaces are provisioned after the session.

  • Live analysis on your deal
  • 30 minutes
  • Provisioned within a day