Accelerate Deals with Automated Due Diligence
Deals move fast, but due diligence often doesn’t. Manual reviews, scattered notes, and drawn-out timelines stall momentum and put opportunities at risk. Outdated methods pile on errors, waste valuable time, and hold you back.
With OakTech’s Due Diligence Co-Pilot, you get a smarter way forward. Our due diligence AI automates document review, scoring, and red-flag detection, cutting out repetitive tasks while surfacing real risks faster.
Backed by 20 years of combined industry experience, our due diligence company fuse proven industry know-how with intelligent automation to deliver sharper, faster outcomes. Analysts spend less time buried in files and more time making strategic calls that shape winning deals.
Don’t let due diligence be the bottleneck. With OakTech, it becomes your competitive advantage!
Why Automate Due Diligence?
Manual due diligence eats up time, drains resources, and leaves room for mistakes. By shifting to automated due diligence, you transform a slow, manual burden into a fast, scalable advantage that keeps you ahead of the deal flow.
Faster Deal Closures
Long reviews kill momentum. Automation trims timelines so you can move from first look to final close without unnecessary delays.
Cost Savings
Handle more deals without adding headcount. By automating the busywork, you scale smarter and keep overhead low.
Risk Protection
Mistakes in financial due diligence are expensive. Automated checks flag gaps and inconsistencies early, so you stay protected and in control.
Team Focus & Productivity
Your experts shouldn’t waste hours chasing documents. Automation clears the clutter so they can deliver sharper insights and stronger strategy.
Smarter Collaboration
No more scattered notes and endless email threads. A streamlined workflow keeps your team and partners aligned from start to finish.
Investor Trust
Show investors you’re thorough and efficient. With clean, professional reports, you demonstrate rigor and transparency that accelerates commitments.
The OakTech Advantage
Every deal comes with questions, risks, and moving parts. The challenge is in making sense of it fast enough to act. Due Diligence Co-Pilot combines next-generation technology with seamless workflows, making automated due diligence a true competitive advantage.
AI-Learned Insights
By learning from past decisions, our due diligence AI adapts its recommendations over time, giving you sharper insights, improved accuracy, and a growing advantage with each transaction.
Scalable Solution
Manual due diligence limits how many deals your team can handle. With automation, you can scale reviews effortlessly, handling more opportunities with fewer resources while allowing your analysts to focus on strategic analysis, negotiations, and closing.
Network Integration
Capital markets don’t operate in silos, and neither should your due diligence. Built-in syndication features make it easy to share findings, collaborate with co-investors, and align decisions quickly, accelerating opportunities across your network.
Faster Risk Detection
Red flags can’t wait. Our system identifies compliance issues, financial discrepancies, and operational risks in a fraction of the time, keeping deals on track and giving you confidence that nothing critical slips through.
Investor-Ready Outputs
Due diligence ends with reporting, not just analysis. We generate structured, audit-ready outputs that impress LPs, streamline compliance, and build credibility, so you walk into every investor meeting prepared.
Our Proven Process
Our process takes the complexity out of due diligence while keeping the rigor investors expect. With AI-powered automation and 20 years of combined deal-making expertise, we help you move from first screen to signed term sheet up to 80% faster than traditional methods.
Phase 1: High-Level Screening
We begin with automated screening based on investor-weighted questions and founder inputs. AI instantly flags risks, scores opportunities, and produces rejection summaries for deals that don’t fit, saving weeks of back-and-forth.
Phase 2: Detailed Review & Analysis
Promising deals move into deeper diligence. Our system runs detailed screenings, cross-checks founder and investor responses, and auto-generates remediation MOUs alongside rejection summaries if required. This ensures transparency and keeps both sides aligned.
Phase 3: Face-to-Face & Term Sheet
When a deal clears the first two phases, you step into the human side—direct founder engagement and term sheet discussions. OakTech auto-produces an investment memo with recommendations, giving your team clear, structured insights to negotiate and close faster.
