Finance
Faster review and synthesis of data rooms, filings, contracts, and reports.
- Large document sets
- Slow diligence review
- Missed risk signals
Ease to start
From effort and risk. Higher is easier.
- Effort
- High
- Risk
- High
- Time to value
- 4-8 weeks
- Tools mapped
- 4
Tool shortlist
Pilot plan
Run a tightly scoped pilot. A person approves every output that reaches a customer, an employee or the books.
Steps
- 01Define a narrow diligence question
- 02Upload a reviewed document subset
- 03Compare findings against expert review
You need
- Document collection
- Issue checklist
- Source citation rules
Measure
- Review time
- Issues found
- Source traceability