CoAgentorFinance
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DueDiligence
DueDiligence is a live AI agent for consulting CFOs and financial advisors running financial due diligence calls and financial model review sessions. When a management team presents projections, makes an assumption claim, or references a historical figure, the agent cross-references the stated number against your working model and flags discrepancies in real time. It tracks every assumption introduced during the call — whether formally presented or casually mentioned — and builds a running list of items requiring validation. The talking AI agent built for deal teams where the most dangerous number is the one nobody thought to question.
ConsultingDue DiligenceCFOM&A
What this agent does
- Cross-reference stated financial figures against working model assumptions in real time
- Flag projection discrepancies and unsupported claims as they're introduced
- Track all financial assumptions spoken during the call for post-session validation
- Surface prior period benchmark data when historical figures are discussed
- Generate a structured diligence open items log with context at call close
Connected data sources
Google DriveAirtableNotionGoogle Sheets
Best for
- Consulting CFO financial due diligence calls with target management
- M&A deal team financial model review sessions
- Private equity buy-side diligence calls
- Financial advisory client financial review meetings
- Management consulting financial assessment workshops
Deploy this agent
Launch the DueDiligence in your Google Meet calls in minutes. No engineering required.
Get Early Access →