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AI agent for vp of business developments

Acquisition Diligence Request Agent

A current map of which diligence requests are answered, partly answered or contradicted.

Document handlingManagementFinanceExecutives and strategySales
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Acquisition Diligence Request Agent: what goes in, what the agent does and what you get

What it does

During acquisitions, diligence requests pile up, documents get duplicated and dependencies stay unanswered. Deal teams lose track of what the seller has really provided. This agent reads each new data-room document itself, not just its title, and matches it to outstanding requests with references. It checks whether the document contains the requested evidence or only refers to it. A summary memo instead of the actual contracts keeps the request open, and the agent drafts a precise follow-up. It updates the request tracker, marks completeness and flags contradictions between documents. The deal team approves follow-ups before they go to the seller. Edge case: the same document uploaded twice under different names is linked once.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN New data-room files 2 USES A TOOL Read the new documents 3 DOES Match each document to outstanding requests 4 CHECKS THE RESULT Does the document contain the requested evidenceitself? If not: keep the request open and draft a precisefollow-up. Back to step 3. 5 USES A TOOL Update the tracker and flag contradictions 6 YOU APPROVE Deal team approves sending follow-ups to the seller 7 RESULT Updated diligence request map and exception queue
Read the steps as a list
  1. New data-room files
  2. Read the new documents
  3. Match each document to outstanding requests
  4. Does the document contain the requested evidence itself?If not: keep the request open and draft a precise follow-up. Back to step 3.
  5. Update the tracker and flag contradictions
  6. Deal team approves sending follow-ups to the sellerThe agent waits here for your OK.
  7. Updated diligence request map and exception queue

How it decides

It tests each new document against the requests it might answer, reads the content, and keeps requests open when only summaries arrive.

  • Answered: only when the evidence itself is present, not just referenced or summarized.
  • Contradiction: flag when figures differ between documents for the same item.
  • Duplicates: link one copy and note the others.
  • Follow-ups: group by seller contact and send only after deal team approval.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Request list format and tracker used
  • Materiality level for flagging contradictions (default $50,000 or 1% of revenue)
  • How often the data room is checked (default every 2 hours)
  • Follow-up template and grouping (default one message per seller contact per day)
  • Who approves follow-ups (default the deal lead)

What keeps you in control

It always asks you first

  • Sending seller requests
  • Legal, valuation or deal decisions

Hard limits

  • Read-only access.

It stops when

  • Done: all new files processed.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn August 7 the seller uploads 'Customer contracts summary memo' against a request for the top 10 customer contracts. The evidence check fails because the memo only lists them. The agent keeps the request open and drafts a request for the contracts themselves. It also flags that the memo's revenue for one customer differs from the management accounts by $210,000. Deal lead Oscar Lind approves both follow-ups.

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