Insight DDx · Product overview

AI-Powered Due Diligence. Smarter Insights. Faster Decisions.

Accelerate due diligence across financial, legal, operational, and technology domains with AI-powered document analysis, automated findings extraction, and intelligent risk assessment — for M&A, private equity, and compliance workflows.

How it works

From data-room upload to deal-ready report — in four steps

Secure ingestion. AI review. Reviewed findings. Auto-generated executive summary.

Step 1

Upload documents

Secure ingestion from your data room with role-based access controls.

  • Encrypted upload + storage
  • Role-based access controls
  • Audit trail per document
Step 2

AI analysis

Automated document review and risk identification across diligence domains.

  • Clause & obligation extraction
  • Risk identification
  • Cross-document consistency checks
Step 3

Review findings

Findings organized by domain, severity, and category — with reviewer annotations.

  • By domain / severity / category
  • Annotations & comments
  • Remediation tracking
Step 4

Generate reports

Comprehensive outputs with executive summaries, risk matrices, and recommendations.

  • Executive summary
  • Risk matrix per domain
  • Deal-ready DD report
Diligence domains

Coverage across the diligence stack — financial, operational, market

15 domains in three groupings — everything a typical mid-market or PE diligence covers.

Financial & legal

Financial & legal

Financial statements, contracts, regulatory exposure, tax, and IP — with red-flag detection and obligation extraction.

  • Financials & red-flag detection
  • Contracts & clause extraction
  • Compliance & regulatory exposure
  • Tax & IP review
Operational & tech

Operational & technology

Operations, tech stack, infrastructure, HR, and cyber — with stack profiling and risk scoring.

  • Operations & process review
  • Tech-stack & infrastructure profiling
  • HR & org structure
  • Cyber & security posture
Market & ESG

Market & ESG

Market, competition, ESG, regulatory, and reputation — with peer benchmarking and external signal tracking.

  • Market & competitive landscape
  • ESG scoring
  • Regulatory exposure
  • Reputation & news signals
AI capabilities

Three AI capabilities at the core

Document review, risk assessment, and automated reporting — not bolted on, built in.

Document review

AI document review

Automated extraction of contract clauses, financial-statement red flags, obligations, and liabilities — with cross-document consistency checks.

  • Contract clause extraction
  • Financial-statement red flags
  • Obligation & liability identification
  • Cross-document consistency checking
Risk assessment

Intelligent risk assessment

AI-driven risk scoring, multi-domain heat maps, and benchmarking against historical precedent.

  • AI risk scoring & prioritization
  • Multi-domain risk heat maps
  • Compliance gap analysis
  • Historical precedent benchmarking
Reporting

Automated reporting & insights

Executive summary, risk matrix, deal-ready DD reports — with collaborative review and full audit trail.

  • Executive summary & risk matrix
  • Deal-ready due-diligence reports
  • Collaborative review & annotation
  • Findings tracker with audit trail
Capabilities

Eight first-class capabilities

From AI agents to integrations — the platform the diligence team would build if they had time.

AI agents

Autonomous document review across the diligence stack.

Data rooms

Secure management with role-based access controls.

Playbooks

Templated checklists and frameworks per domain and deal type.

Knowledge base

Semantic search and AI Q&A across your diligence corpus.

Findings tracker

Severity scoring and remediation tracking with assignment.

Risk analytics

Heat maps and benchmarking across diligence domains.

Collaboration

Multi-team workspaces with role-aware reviews and comments.

API & integrations

RESTful APIs + connectors for SharePoint, OneDrive, Confluence, JIRA.

Built for

Four teams. One due-diligence platform.

Each role gets a tuned workspace — the same data, the right view, the right report.

M&A Teams

Close deals with confidence

  • Automated financial analysis
  • Contract extraction with key clauses
  • Synergy identification
  • Deal-ready DD reports
Private Equity & VC

Faster screens, sharper investment theses

  • Portfolio-wide risk assessment
  • Competitive analysis
  • Tech-stack evaluation
  • ESG scoring
Legal & Compliance

Compliance gaps, mapped and tracked

  • Compliance gap analysis
  • Contract mapping at scale
  • Litigation assessment
  • IP evaluation
Risk & Insurance

Underwriting-grade risk profiling

  • Operational risk profiling
  • Cyber security assessment
  • Coverage review
  • Claims analysis
Security & deployment

Built for confidential M&A and PE workflows

Your data never leaves your network. SOC 2 / GDPR / HIPAA-ready, with audit trails on every action.

In your environment

On-premise and private-cloud deployment. AI processing happens inside your infrastructure — confidential deal data never leaves your network.

Compliance-ready

SOC 2, GDPR, and HIPAA-ready out of the box. RBAC, full encryption at rest and in transit, audit trails on every action.

Slot into your stack

RESTful APIs + native connectors for SharePoint, OneDrive, Confluence, and JIRA — no migration required.

Ready to transform your due-diligence process?

Join leading firms accelerating deal execution and reducing risk. Tell us the diligence type and your data-room setup — we’ll set up a hands-on walkthrough within 2 weeks.

Request a demo Contact sales
On-premise deployment Confidential data stays secure SOC 2 / GDPR / HIPAA-ready Enterprise support