Agent Actions

Full investment committee memorandum with risk analysis, financials, and recommendation

Comprehensive risk matrix with probability, impact, mitigation strategies

Outstanding items, information gaps, and next steps for the deal team

Key dates, milestones, and decision points extracted from all documents

Break down remaining DD into assignable tasks with owners and deadlines

Generate pointed questions based on detected contradictions and risk flags

What-if analysis: customer churn, contract loss, key person departure impacts

Automated monitoring for contract expirations, renewal windows, and change-of-control triggers