Case Study: Due Diligence Agent

The Challenge

Northscale Capital's investment team was spending 15-20 hours per deal on initial due diligence research. They needed to analyze financial documents, competitor landscapes, market trends, and risk factors for every potential investment. This manual process was creating a bottleneck in their deal flow and preventing the team from evaluating enough opportunities.

Our Solution

We built a comprehensive Due Diligence Agent that automates the research workflow. The agent integrates with multiple data sources including Crunchbase, LinkedIn, news APIs, and financial databases. It analyzes pitch decks and financial documents, generates competitor analysis, and produces structured research reports with risk assessments.

Implementation

Document parsing and analysis pipeline
Multi-source data aggregation
Competitor identification and analysis
Risk factor extraction and scoring
Structured report generation
Human-in-the-loop review workflow

"The Due Diligence Agent has transformed how we evaluate opportunities. What used to take days now takes hours, and the quality of our research has actually improved."

— Avery Chen, VP Product, Northscale Capital

Key Results

The agent delivered measurable impact within the first month of deployment:

70% reduction in research time per deal
3× increase in deals evaluated per quarter
$200K/year in cost savings

Due Diligence Agent for Northscale Capital