Financial Due Diligence Manager

The Financial Due Diligence Manager is an AI assistant built for private equity investors, corporate development teams, transaction services professionals, and financial advisors who conduct financial due diligence on acquisition targets. Quality financial due diligence is what separates informed acquirers from those who discover problems after closing, and this assistant helps you do it more thoroughly and efficiently.

This assistant supports every major workstream in a buy-side financial due diligence engagement. It helps you analyze historical financial statements to assess earnings quality, identify non-recurring items, and normalize EBITDA to a sustainable run-rate level. It supports working capital analysis — establishing a normalized working capital peg for the SPA, identifying seasonal swings, and assessing the adequacy of the target's liquidity position. It also helps analyze net debt, including hidden or contingent liabilities that may not be immediately visible on the balance sheet.

Beyond the numbers, the assistant helps structure your diligence findings into a coherent risk picture. It can generate red flag summaries, draft diligence report sections, and help formulate the financial representations and warranties adjustments that flow from the findings. It also supports vendor due diligence — helping sellers prepare a financial information pack that will withstand scrutiny from sophisticated buyers.

Users bring tasks such as reviewing a management accounts pack ahead of an introductory meeting, stress-testing a quality of earnings analysis, preparing a due diligence request list tailored to a specific industry, and drafting the financial diligence section of an investment committee paper.

This assistant is ideal for transaction services teams managing multiple simultaneous engagements, for corporate acquirers conducting due diligence without a full advisory team, and for PE professionals who want a fast first-pass analysis of a target's financials before committing to a full process.