Deal OS · Diligence Automation
Due diligence automation for acquisition teams.
Read the data room in hours, not weeks. Due diligence automation software that actually reads your documents: the diligence layer of the AI Deal OS reviews documents, ranks red flags, and spots contradictions across every source, so weak deals die early and strong ones reach a decision faster.
Start now: first brief in minutesWhat it does
Seven capabilities, one source-linked record.
Document review at first-pass speed
CIMs, financial statements, tax returns, contracts, and management-call notes are read and summarized to your screening criteria in hours. Each summary cites the document and page it came from, so every line is verifiable rather than asserted.
Red-flag detection
Customer concentration, owner dependence, unsupported add-backs, declining unit economics, and going-concern signals are surfaced and ranked, the issues that quietly kill deals after you have spent weeks on them.
Contradiction spotting
Every material figure and claim is cross-referenced across the data room. Where the CIM, the financials, the tax returns, and what management said disagree, the conflict is flagged with citations to both sides.
Quality-of-earnings tie-out
The same figure is tied out across the CIM, the financial statements, and the tax returns, with every discrepancy flagged and cited. Each EBITDA add-back is judged likely, questionable, or unlikely to survive a sale, and the seller's adjusted EBITDA is haircut down to a defensible number, the first pass a QoE provider charges thousands for.
Management-call cross-check
Upload the call transcript and what management said is checked against what the documents actually support. Both the spoken statement and the documentary basis are quoted and verified to source, so the places where the room and the data room disagree are flagged, not glossed over.
IC memo draft
A buyer-ready investment-committee memo drafted from the verified findings and the tie-out: recommendation, thesis, financial summary, key risks, and conditions to close. Every figure carries its citation, and it is candid that the first pass still wants a formal QoE.
Shareable cited brief
Send partners, lenders, or your IC a private, read-only link to a brief, citations still clickable, no login. Links expire and can be revoked, so a confidential brief travels without leaving your control.
Data-room completeness
A living model of what a data room should contain for a business of this type and stage tracks what has arrived, what is missing, and what is stale, and produces the next request list automatically.
Question generation
Stage-appropriate question lists are built from the actual documents, management-call agendas, IOI clarifications, confirmatory requests, each item linked to the document that raised it, not pulled from a generic checklist.
Time savings that compound
Preliminary diligence that took a week per target takes hours. The deals you can review per month rise, the weak ones are killed earlier, and senior time concentrates on judgment and negotiation.
Where it is used
One diligence layer across every mandate.
Buy-side screening
Turn a stack of inbound CIMs into ranked, cited screening memos so the targets worth a real look rise to the top fast.
LOI-stage confirmatory prep
Assemble the document picture, surface the inconsistencies, and produce the confirmatory request list before counsel and your QoE provider start the clock.
Sell-side readiness
Advisors pressure-test a data room the way a buyer will, finding the gaps and contradictions before the other side does.
Portfolio monitoring
Apply the same review discipline to periodic reporting across owned companies, catching drift in the numbers early.
Running a search? See how search funds use the Deal OS to review more targets without hiring.
How it works
Ingest, analyze, surface, decide.
Ingest
Point the system at the data room or forward documents as they arrive. No re-formatting, no new portal for the seller to learn.
Analyze
Documents are summarized, red flags ranked, and every figure cross-checked across sources, with citations throughout.
Surface
A flagged-inconsistency register, a missing-document list, and a prioritized question pack are produced and kept current as new documents land.
Decide
You and your advisors work from one source-linked view instead of re-reading everything, and confirmatory diligence starts already organized.
How it compares
Due diligence automation software vs. the alternatives.
Most diligence tools are data rooms, they store files but never read them. Here is how a manual first pass, a generic virtual data room (VDR), and the Deal OS diligence layer differ in practice.
| Capability | Manual review | Generic data room (VDR) | Deal OS diligence |
|---|---|---|---|
| Reading & summarizing the data room | Analyst reads every document by hand | Stores and indexes files; no reading | AI summarizes each document to your criteria, with citations |
| Red-flag detection | Depends on who is reading and how tired they are | Not provided | Concentration, owner-dependence, add-backs, unit economics ranked |
| Contradiction checking across sources | Reviewer must hold the whole data room in their head | Not provided | Every figure cross-checked across CIM, financials, tax, calls |
| EBITDA quality of earnings | Reviewer rebuilds adjusted EBITDA by hand | Not provided | Each add-back judged on whether it survives a sale; adjusted EBITDA haircut to a defensible number, cited |
| Missing / stale document tracking | Manual checklist in a spreadsheet | File list only, no view of what should exist | Living model of what is missing, with an auto-generated request list |
| Speed to first-pass memo | Days to weeks per target | No memo produced | Hours |
| Auditability | Notes in a doc; hard to trace | Access logs only | Every line cites the source document and page |
Security & data
How we handle your data
Confidential deal documents deserve real care. Every workspace can sign a mutual NDA in-app, and every plan includes encryption at rest, recoverable deletes, and GDPR-aligned data handling.
Mutual NDA, self-serve
Sign a mutual NDA with Devaland from inside your workspace in a couple of clicks. Our side is pre-signed, so it executes immediately, and you get a downloadable signed PDF plus an electronic-signature audit trail (signatory, timestamp, IP, and a hash of the exact document signed).
Encrypted at rest
Uploaded documents are encrypted on disk, on EU infrastructure in France.
Isolated per workspace
Each client's workspace is separated at the database and file level, and your documents are not shared or used to train models.
Recoverable deletes
Deleting a document moves it to a recoverable trash first, so an accidental delete can be undone. It is permanently removed after a grace period.
Retention you control
Keep documents for the life of the deal, or set them to expire automatically.
Cited briefs you can export
Each claim carries a verbatim quote checked against your source page, and you can download the finished brief or IC memo as a PDF.
Encrypted backups
Backups run nightly, encrypted and off-site, with periodic restore checks.
GDPR-aligned
EU hosting, a Data Processing Agreement under Standard Contractual Clauses, and self-serve data export and deletion.
Questions
Diligence automation FAQs.
What is due diligence automation?
It is the use of AI to take over the repeatable, document-heavy parts of preliminary diligence, reading and summarizing the data room, ranking red flags, cross-checking figures for contradictions, and generating question lists, while the human team keeps the judgment calls. It compresses weeks of first-pass review into hours.
Can Deal OS screen a deal automatically when documents arrive?
Yes, optionally. Turn on auto quick-screen in your workspace settings and the first time a deal's documents finish processing, Deal OS runs a quick screen on its own, with no one clicking Generate. It runs once per deal, stays within your plan's usage, and never holds up an upload. It is off by default, so nothing runs until you choose it.
What should I look for in due diligence automation software?
The best due diligence software does more than store files like a data room (VDR) does. Look for tools that actually read the documents and summarize them to your screening criteria, rank red flags, cross-check every figure across sources for contradictions, track what is missing from the data room, and cite the source document and page for each finding so the output is verifiable rather than asserted.
How much does due diligence automation cost?
Deal OS is self-serve and tiered, starting at $750/month, with the diligence layer included. Compared with the analyst hours a single manual first-pass review consumes per target, automating the repeatable work typically pays for itself within the first few deals reviewed. See os.devaland.com/pricing for current tiers.
Does automation replace my accountant, attorney, or QoE provider?
No. It does the preliminary, repeatable work: an organized data room, a contradiction register, a ready question list, and a quality-of-earnings first pass that ties figures out across documents and scrutinizes the add-backs. That first pass is not a formal QoE engagement. The signed opinion and the confirmatory legal and accounting judgment stay with your advisors. The system just gets them there faster, from an already-flagged starting point.
How does it catch contradictions a person might miss?
Every material number and claim is cross-referenced across the CIM, financial statements, tax returns, contracts, and call notes. Disagreements, add-backs that do not reconcile, growth the statements do not support, are flagged with citations to both sources, so nothing depends on a reviewer remembering page 40 while reading page 4.
Is my deal data kept confidential?
Yes. Your documents and deal flow remain yours; Devaland is not a broker or marketplace and does not sit between you and the counterparty. You can sign a mutual NDA with us directly in your workspace, pre-signed on our side so it takes effect immediately, with a downloadable signed PDF and an electronic-signature audit trail. Engagements are configured to your confidentiality requirements.
How fast can preliminary diligence run?
A first-pass screening memo with red flags and a contradiction sweep typically comes back in hours rather than the days-to-weeks a manual first read takes, the exact turnaround depends on data-room size and document quality.
For the honest version of what automation actually catches, where it earns its keep, where it fails quietly, and the one standard that matters, read: What due diligence automation actually catches (and what it can't) →
Run your next data room through it.
Upload a live or recent data room and get back a cited screening memo, a ranked red-flag list, and a contradiction map, in minutes, so you can judge the deal, not the paperwork.
Not ready for a monthly plan? Run a single CIM for $99, credited to your first month →