Due Diligence Co-Pilot Success Stories
The Terra Rossa family office team faced 80+ hours of manual due diligence per deal, inconsistent evaluation methods, and limited deal flow due to analysis bottlenecks, making it difficult to maintain institutional-grade documentation.
OakTech implemented its AI-powered Due Diligence Co-Pilot (DDC) to automate data analysis, standardize evaluation frameworks, and streamline reporting, reducing manual work and enabling faster, higher-quality investment decisions.
Results Delivered
- 75%+ reduction in manual analysis time
- 60% faster investment decisions (4 weeks to 10 days)
- 40% increase in deal evaluation capacity
- 85% team satisfaction with automated workflows
Testimonial
“OakTech transformed our family office operations by automating 75% of our manual analysis work while improving decision quality. Our team can now evaluate 40% more deals with greater consistency and confidence.” — Jeff Luzzi, Deal Origination, Terra Rossa