Due Diligence Document Automation

Cut due diligence timelines by 50% with automated document collection

ComplexPrivate EquitySaves 35 hrs/deal

What This Automation Does

When a deal moves into due diligence, this automation generates a comprehensive DD checklist customized to the deal type and sector. It sends automated document requests to the target company, tracks what has been received vs. outstanding with escalation reminders, organizes documents in a virtual data room, and runs AI preliminary analysis on key documents (financials, contracts, customer data) to flag potential issues before the deal team reviews.

How It Works

DD Checklist Created

Triggers when a deal is moved to the due diligence stage and a DD checklist is generated.

Automated Doc Requests to Target

Sends structured document requests to the target company with clear deadlines and upload instructions.

Track Received vs Outstanding

Monitors document submissions, updates the DD tracker, and sends escalation reminders for overdue items.

All Docs In?

Checks whether all required documents have been received or flags critical gaps to the deal team.

AI Preliminary Analysis

Pricing

Monthly Subscription

$199/mo

Standard plan

3 automations included at no setup cost
GHL sub-account with full configuration
Ongoing platform access & support

One-Time Setup Fee

$1,499

per automation (standalone)

Sub-account provisioning & snapshot
Workflow configuration & testing

Schedule a Free Consultation

No payment required — our team will finalize scope and pricing during the call.

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