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4.0 AI Due Diligence

AI due diligence, powered by agentic workflows.

Put AI agents to work across the deal - reviewing documents, surfacing risks, and updating the investment view as new evidence arrives.

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4.1Delegate

Assign agents to the work, not just the summary.

Let agents review documents, extract key signals, identify gaps, and prepare the next step. Instead of waiting for manual handoffs, diligence keeps progressing in the background.

DD Agent
3 tasks
Reviewing lease agreementsRunning
Extracting rent roll dataComplete
Flagging break clause riskFinding created
4.2Capture

Turn source material into structured outputs.

Highlight a clause, upload a document, or ingest a data room - the system converts it into traceable findings. Each issue stays linked to the underlying source.

Lease agreement.pdf

The tenant has a break option after year 7.

Landlord contribution to fit-out capped at CHF 180'000 — not reflected in underwriting.

Service charge reconciliation due annually.

Finding

Fit-out cap missing in model

Legal DDHigh
Source linked
4.3Interpret

Documents, market signals, and portfolio logic - together.

Agents don't just extract text. They interpret the deal in context - comparing asset-level facts against market conditions, regulatory considerations, and your investment criteria.

Deal Context

Asset facts

Net rent

CHF 1.2M

WAULT

4.8y

Market signals

Vacancy trending ↓ in ZH

Portfolio fit

Core Fund
4.4Surface

All findings. Prioritized. In one place.

Every document an agent reviews feeds a consolidated findings list. Risks ranked by severity, categories clearly separated, each finding linked to its source - so your team immediately sees what matters.

Surfaced findings
4 total
Break clause in year 7High
Fit-out cap not in modelHigh
WAULT below mandate minMedium
Title deed verifiedOK
4.5Act

Let changes in risk drive the next action.

When an agent detects a red flag, missing input, or contradiction, it triggers the right follow-up: request a document, assign a task, update a memo, or advance the deal.

Triggered workflow

Break clause detected

Trigger

Request lease extension terms

Auto-action

Update memo risk section

Auto-action

Explore the platform

01Deal Intake

Every deal, structured from the first email.

02Pipeline

Run your pipeline meeting from one live view.

03Analysis

One deal, one workspace. Everything in context.

04AI Due Diligence

Upload the documents. Get the findings.

05Collaboration

One place for your team and your counterparties.

06Reporting

Reports for management and board committees.

07CRM

Every email, in the context of your deal.

08Document Generation

IC Memos, NBOs/BOs, rejections. Generated, not drafted.

FAQ

You assign agents to specific tasks - reviewing lease agreements, extracting rent roll data, flagging inconsistencies. Each agent works through the documents and surfaces findings with full source context. Your team reviews and acts on the results.

See AssetOS in action

A short demo to show how AssetOS fits into your workflow.