Product preview · Example investment
Approved for releaseCredit agreement.pdf
Clause 11.4 · Minimum liquidity
Exact requirement$5.0m
Next: Test forecast liquidity against the $5.0m minimum.
For family-office investment teams
Every finding should survive the meeting.
Deal documents become a source-linked memo, checked before release by a Diligence OS reviewer.
Discuss a pilot- Documents ready. PDF, Word, and Excel files stay together for one decision.
- Review running. One selected review examines the documents for this decision.
- Finding traced. The finding links to the exact source row.
- Human review. A human reviewer checks the findings before the memo is released.
- Memo released. The memo is approved for release. Your team makes the investment decision.
Approved for release is not investment approval. Your team decides.
Available for the pilot
Choose the review.
Prioritized risk register
Key-person dependencyHigh
Refinancing exposureHigh
Supplier dependenceMedium
A severity-ranked risk register drawn from the uploaded data room. Each supported finding links back to its source excerpt. Unsupported material findings are withheld.
- 01One team
One room for the pilot.
- 02Evidence linked
Finding to exact source.
- ✓Reviewer checked
Before release.
Access and release controls are verified before documents are accepted.
Founded by Alex Ouellet, drawing on investment-review experience at Mayker Capital (opens in a new tab).
Start with one decision