Meet the Diligents
Three AI gentlemen who vet your buyers, spread your financials, and guard your data room. They work nights, weekends, and holidays. They never forget a disclosure. And they're impeccably polite.
Three agents. One mission.
Each Diligent brings a unique skill set to your deal flow. Together, they form an uncompromising due diligence machine.
Spencer AI
Head of Financial Intelligence
Meticulous. Quietly brilliant. The type who notices when your expense report has a $12 discrepancy.
Aldrich AI
Director of Buyer Qualification
Courteous but immovable. The velvet rope incarnate. Smells a tire kicker from three emails away.
Whitmore AI
Your Deal Concierge
The tireless first responder. Answers buyer questions at 2 AM so you can sleep. Every response cites the source.
What they do for you.
From messy tax returns to tire-kicker detection, the Diligents handle the tedious work so you can focus on closing deals.
Ingest messy documents
Spencer processes tax returns, P&Ls, balance sheets, and leases in any format. PDF, scan, or spreadsheet chaos—he handles it all.
Spread financials automatically
Raw numbers become standardized charts. Year-over-year comparisons, trend analysis, and SDE calculations—done in minutes.
Identify add-backs & anomalies
Spencer spots that suspicious spike in owner discretionary expenses. Every add-back is flagged, documented, and ready for review.
Automate buyer vetting
Aldrich handles NDA execution, ID verification, and background checks. No more chasing signatures or wondering who you're dealing with.
Verify Proof of Funds
Real-time verification via Plaid and open banking. Know exactly what your buyers can afford before wasting time.
Deliver qualified buyers
Badged, verified, and ready to transact. Aldrich delivers only serious buyers to your inbox—tire kickers need not apply.
Whitmore keeps the record.
Every click, every download, every second spent reviewing documents. Whitmore maintains the institutional memory your deals deserve.
Secure data rooms
Granular permissions down to the document level. Control who sees what, when, and for how long.
Buyer behavior tracking
Know exactly what Buyer #7 downloaded at 2:43 PM on Tuesday. Time spent, pages viewed, questions asked—all logged.
Immutable audit trails
E&O protection built in. Every action timestamped, every disclosure documented, every trail preserved.
Ready to meet the gents?
Request a demo or join our waitlist to be first in line when we launch. The Diligents are ready to work.