Features
Everything you need to run DD, in one platform
Purpose-built for business buyers. Each module replaces a spreadsheet, a consultant, or a week of late nights.
Analysis
AI agents that actually read every document
Purpose-built models for financial, legal, and operational analysis — not a generic chatbot.
Document analysis
Auto-classify contracts, financials, tax returns, and operational docs. Extract key terms, obligations, dates, and anomalies in minutes.
Red-flag detection
Critical risks — lease renewal clauses, customer concentration, pending litigation, related-party transactions — surfaced with exact source citations.
Financial quality checks
EBITDA adjustments reviewed, working capital trends analyzed, and owner add-backs verified against supporting documentation.
Industry-specific templates
9+ industry playbooks — restaurants, healthcare, SaaS, manufacturing, and more — each with tailored checklists, DD questions, and required documents.
Workflow
From deal intake to closing, managed in one place
A structured process that keeps every deal moving — no more scattered spreadsheets and email threads.
Phase-gated DD checklist
Intake → Analysis → Q&A → Closing. Nothing gets dropped between phases. See exactly what's blocking the deal at any moment.
Data Room List (DRL)
Always know which documents are received, pending, or missing. Auto-updated as the seller uploads — no manual tracking spreadsheets.
AI-generated Q&A
Targeted questions drafted for the seller based on what's unclear or missing in the data. Track responses in one shared thread.
Investment memos & reports
One-click export of a deal summary, findings report, or full investment memo. Branded, structured, and ready to share with partners or lenders.
Agent runs in the background
Upload documents and keep moving. Diligent Path's AI agents analyze in the background and notify you when findings are ready for review.
Phase transitions on your schedule
Move from Analysis to Q&A — or back — whenever the deal calls for it. The platform adapts to your process, not the other way around.
Collaboration & Security
Built for teams, hardened for enterprise
Invite collaborators, onboard sellers, and rest easy knowing data is isolated and encrypted.
Seller-side data room
Send a secure magic link. Sellers upload documents into a structured data room — no account signup required on their end.
Automated seller communications
Document requests, Q&A follow-ups, and status updates sent on your behalf — each with your branding and voice.
Deal archive & search
Every closed deal stays searchable. Reference past DD findings, reuse templates, and compare risk profiles across your portfolio.
Tenant isolation & access control
Each deal is isolated per tenant. Team seats scoped by role. No cross-deal data leakage, ever.
Enterprise security defaults
TLS 1.3 in transit, AES-256 at rest, SSO on Professional plan, and SOC 2 Type II audit in progress.
See it in action on your next deal
Start your 14-day trial today. Upload your first deal in under five minutes and watch every feature come together.