Commercial DD Q&A
Due Diligence
Ask a diligence question, get a source-cited answer. We read the data room, contracts, CRM, tickets, calls, usage, and market comps, then draft follow-ups and track them to close.
Capabilities
Reads data room content: documents, contracts, CRM, tickets, transcripts, comps.
Answers DD questions with source citations and quantitative analysis.
Drafts follow-ups with suggested owners, due dates, and data 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
- →Flags follow-up questions, drafts data requests, assigns owners and dates.
- →Keeps a live, source-linked Q&A log so nothing is answered twice from memory.
- →Syncs with your tracker or CRM; exports IC 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 and competitor data for pricing, feature gaps, and share of voice.
What You Get
A live, searchable DD Q&A dashboard with citations and attachments.
Answers in hours when the sources are in the room, not a week later.
IC confidence: every statement is linked to source evidence.