AI Due Diligence Agent

Diligence on a mid-market deal can run weeks and cost six figures, most of it analysts reading documents under deadline. An AI Due Diligence Agent reads the data room, drafts the findings, and flags the risks in the firm's own format. It reads and drafts; the deal team decides.

Tecla builds it inside your environment and runs it, wired into the data room, deal systems, and templates your team already uses.

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The shift underway

Due diligence is one of the most expensive, time-boxed workstreams in a deal, and most of it is document review under deadline. AI is compressing that work, and deal teams are adopting it fast.

$150k–750k

typical due diligence spend on a mid-market deal, most of it analyst review time.

Source: DataRooms.org, 2026

100+ hrs

a week analysts work during live deals, much of it organizing and validating data.

Source: Keye PE research

25–35%

less adviser time on a deal when review is AI-assisted in a structured data room.

Source:

How it works

How the agent works

Diligence is reading a data room end to end against a checklist, then writing up what matters, exacting work done under deal-clock pressure. The agent does that reading for every document and drafts the findings, so the deal team starts from a memo, not a pile of PDFs.

01

Data Room Read

Ingests the full data room, financials, contracts, cap table, corporate records, and reads every document rather than sampling, so nothing material is missed under deadline.

Reads the room
02

Checklist Runner

Works the diligence checklist your firm uses, mapping each requested item to what the data room actually contains and flagging what is missing.

Works the checklist
03

Risk Finder

Surfaces what deals turn on: customer concentration, change-of-control clauses, revenue-recognition issues, unrecorded liabilities, and off-checklist red flags.

Finds the risk
04

Source Linker

Ties every finding back to the exact document and page it came from, so an analyst can verify each point before it reaches the investment committee.

Cites the source
05

Memo Draft

Assembles the findings into a draft diligence memo in your firm's own template and format, ready for the deal team to refine and present.

Drafts the memo

Human in the loop

Every finding traces back to the document it came from, so an analyst can verify each point. The agent reads and drafts; the investment decision, and the judgment on what a red flag means for the deal, stays with the deal team, not the model.

Scoped to you

This is a typical due diligence build. The exact parts are scoped to how your firm runs: your diligence checklist, which workstreams the agent covers, your memo template, and how findings route to the deal team.

See what this would look like built around your portfolio operation.
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Related agents

How it reaches production

Built, run, and owned, one phase at a time

A diligence tool that reads a clean sample can still miss what matters in a real, messy data room under deal-clock pressure. A scoped brief, a named team, and someone accountable at each stage are what make this one dependable on live deals.

Sprint

Scope, fixed price

We map your diligence checklist, the workstreams in scope, your memo template, and the data room setup, then return a plan and a price before you commit.

AI Solutions Lead
Build

Built into your environment

Senior engineers assemble the agent inside your environment, wired into the data room, deal management, and document systems your team already works in.

AI Systems Lead
Run

Monitored and improved

The agent adapts as your checklist and deal types change, and we report against the metrics set at scope: documents reviewed, diligence turnaround, findings surfaced per deal.

Systems Lead + Engineers
Own

Yours, improving

The system is yours to keep, and it learns your firm's diligence standards over time rather than staying a generic document reader bolted on the side.

Your team

A build starts with a fixed-price Tecla Sprint that scopes and prices it before you commit.

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How it holds up

Trustworthy enough to put in front of the IC

A diligence finding the deal team cannot trust is worse than none, because the investment decision rests on it. What makes this one dependable is that every finding is sourced to the document, checkable, and stops short of the investment judgment that belongs to a person.

Reviewed by trajectory

Every finding cites the document

Each finding links back to the exact document and page in the data room, so an analyst can verify it before it reaches the investment committee. The agent surfaces; it does not assert what it cannot source.

Human in the loop

It reads, the deal team decides

The agent reads documents and flags risks, but what a finding means for the investment, and whether to proceed, stays with the deal team. It informs the decision; it does not make it.

Tuned over time

It learns your diligence standard

As your checklist, memo format, and deal types change, the agent is kept current, so its output matches how your firm actually runs diligence.

Start the build

Turn the data room into a drafted memo

A scoping call maps your diligence workflow and returns what the agent would handle, how success is measured, and the fixed-price Sprint to build it.

Talk to us

Fixed-price AI Systems Sprint. No commitment until scope is confirmed.

What deal teams ask first

What is an AI due diligence agent?

It reads a deal's full data room, works your diligence checklist, flags the risks, and drafts the findings in your firm's memo template, with every point sourced to a document. Tecla builds and operates the due diligence AI agent inside your environment, so the deal team starts from a drafted memo instead of a pile of PDFs, and owns the investment decision.

How is an AI due diligence agent different from a data room or VDR?

A data room stores the documents; a diligence tool helps you search them. This does the review: it reads every document, runs your checklist, and drafts the memo. Tecla brings due diligence automation to the analyst work itself, not just the storage, connecting the data room to the write-up your firm actually produces.

Does the agent make the investment decision?

No. It reads and drafts, but what a finding means for the deal, and whether to proceed, stays with the deal team. Everything the agent produces is a sourced starting point the analysts verify and the investment committee owns.

How do you keep the findings accurate?

Every finding links back to the exact document and page it came from, so an analyst can verify it before it reaches the IC. The agent surfaces and cites; it does not assert what it cannot source, which is the failure mode that matters most in diligence.

What does Tecla's due diligence build cover?

Tecla scopes the build to your firm: your diligence checklist, which workstreams the agent covers, your memo template, and how findings route to the deal team. Built for AI for PE due diligence or corporate M&A alike, it runs inside your environment and Tecla operates it.

What workstreams and documents can the due diligence agent handle?

Financial statements and QoE, customer and supplier contracts, cap tables, corporate records, and more, flagging customer concentration, change-of-control clauses, revenue-recognition issues, and unrecorded liabilities. The build maps the deal due diligence AI workflow your firm actually runs.

How is sensitive deal data kept secure?

The agent runs in your environment, integrated with your systems, under your own access rules. Data room and deal data stays within the boundaries your firm already answers to, and you own and control the system Tecla operates.

How long does a build take?

A build starts with a fixed-price Tecla Sprint that scopes and prices it before you commit. The Sprint maps your checklist, workstreams, and memo template, so the agent that follows fits how your firm actually runs diligence.

We have analysts and associates already. Where does the agent fit?

It takes the document reading and first-pass write-up off the team, so analysts spend their time on judgment and the deal, not organizing and validating data at 100 hours a week. Tecla builds and operates the due diligence AI agent alongside them.

How do we get started?

A scoping call maps your diligence workflow and returns what the agent would read and draft, how success is measured, and the fixed-price Sprint cost. Book a scoping call with Tecla to start.

Have any questions?
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