Commercial DD Q&A
Due Diligence
Ask any diligence question and receive a source‑cited answer efficiently. Our proprietary systems process the data room, contracts, CRM, support tickets, customer calls, product usage, and market intelligence—then facilitate follow‑up drafting and tracking through closure.
Capabilities
Processes data room content: documents, contracts, CRM, tickets, transcripts, comparables.
Answers DD questions with source citations and quantitative analysis.
Facilitates follow‑up creation with suggested owners, due dates, and draft requests.
Example Workflow
Example Query
Where is revenue concentrated and what's churn sensitivity by cohort?
Parsing contracts, CRM, and 18 cohorts…
Source-Cited Answer
Top 3 customers = 27% ARR; concentration highest in Enterprise‑West. 2022‑H1 cohort shows 8% churn sensitivity to a 5pp NRR decline; SMB segments amplify impact, Enterprise buffers via multi‑year terms. See citations in DRA‑12, CRM‑cohort.csv, MS‑comp‑pricing.xlsx.
Follow-Ups Generated
- →Facilitates follow‑up question identification, draft data requests, and owner assignment with due dates.
- →Maintains a live, source‑linked Q&A log ensuring systematic coverage.
- →Synchronizes updates with your tracker/CRM; exports IC‑ready summaries on demand.
Response time: Hours, not days
Commercial DD Intelligence
Questions Answered:0/ 0
Sources Parsed
Data room docs and contracts, customer transcripts, product usage logs, and support tickets.
CRM + billing exports for cohort curves, concentration, ACV mix, and pipeline conversion.
Market/competitive data for pricing, feature gaps, and share of voice—kept fresh.
What You Get
A live, searchable DD Q&A dashboard with citations and attachments.
Efficient, reliable answers—significantly faster than traditional analyst cycles.
IC confidence: every statement is linked to source evidence.