AI Technical Due Diligence Assistant
Problem
Before capital is committed, a deal team has to judge a target’s technology from whatever exists (technical and non-technical, often incomplete), and the target frequently doesn’t know what it doesn’t know about AI. Reading it all and turning it into a defensible view is slow, and generic AI tools produce vague memos that don’t hold up in the investment committee.
Use case
PE and family-office deal teams and technical due-diligence leads running an AI roll-up / buy-and-build strategy, plus the operating partners who will own value creation post-close.
Demo
- Ingest the target’s documents (architecture notes, GitHub summary, product docs, website text, commercials), labeled technical or non-technical.
- Each document is chunked, embedded, and stored in a per-company knowledge base (RAG).
- For each diligence dimension, the most relevant passages are retrieved and passed to Claude as grounded context.
- Claude returns a structured memo whose findings cite the evidence, with the gaps turned into follow-up questions.
Output
| Area | Finding | Risk | Evidence | Follow-up Question |
|---|---|---|---|---|
| Architecture | Heavy vendor lock-in | Medium | AWS-only inference stack | What is the monthly infra cost? |
| Data | No clear data moat | High | Uses public datasets only | What proprietary data exists? |
| AI Model | No evaluation framework | High | No benchmark shown | How is model quality measured? |
Illustrative output. The memo also covers strengths and weaknesses, the best AI path forward, and roll-up fit. An early-stage screen, not a substitute for confirmatory diligence.
Tech stack
- Next.js
- TypeScript
- Claude (Opus 4.8)
- RAG
- Postgres
- pgvector
- Prisma
- Voyage embeddings
Business value
- Turns a pile of mixed target information into a defensible, IC-ready diligence view in minutes.
- Grounds every finding in the target’s own documents, so the memo is specific rather than generic.
- Surfaces the best AI path forward (value creation) alongside the risks, in one pass.
- Assesses roll-up fit: platform vs bolt-on, integration risk, and how cleanly the stack consolidates across a portfolio.