Drop a data room. Get an IC memo.
Needl.ai reads the documents, benchmarks the financials, flags red flags across ownership, margins, and concentration, and compiles a full, cited IC memo in hours. Causal AI simulates every assumption.
From data room to decision
How a deal moves through Needl.ai, start to finish.
Load the data room
Contracts, financial models, partnership agreements, employee docs, and investor decks go in. Needl.ai builds a connected view of the deal in minutes.
First-pass assessment
In about 24 minutes, Needl.ai delivers a first-pass diligence assessment and a go / no-go checklist across the business.
Validate the model
Needl.ai checks the financial model against the underlying data, catching inconsistencies, like a projected $20M revenue against a realistic $2M.
Surface the risks
Commercial drivers, partnership dependencies, legal and covenant exposure, and IP risks are reviewed automatically and consolidated into one view.
Compile the IC memo
A fully cited investment committee memo, with thesis, risks, financial validation, and recommendation, in your preferred format.
Ask and trace
Analysts dig deeper with follow-up questions, tracing every conclusion back to the supporting evidence.
One workflow, three levels of depth
From a fast first read to a full memo, with causal foresight on top.
Read, benchmark, flag
Needl.ai reads the documents, benchmarks the financials, and flags red flags across ownership, margins, and concentration.
3 days to half an hourThe complete workflow
Contracts, IP, call synthesis, and financial modelling across scenarios, all compiled into a complete IC memo.
Months to daysSimulate every assumption
Scenario simulation and risk surfacing that test how each assumption moves the outcome, before you commit capital.
Forward-lookingProven on live deals
Real diligence, run on Needl.ai.
"81 files became a connected view in minutes. A first-pass assessment landed in 24 minutes, and the platform caught a ~$20M revenue projection against a realistic ~$2M, plus $60-75K in external advisory and legal costs avoided."
"Leverage, interest coverage, free cash flow, asset coverage, and covenant health surfaced in a single view, with what-if scenarios and a cited IC memo in under 30 minutes."
Diligence completed 12x faster, with every conclusion traced back to the evidence.
What it works with
The sources it reads, and the output you get.
Inputs
- Full data rooms (contracts, models, decks)
- Financial models and projections
- Partnership and legal agreements
- Investor materials and disclosures
Outputs
- First-pass assessment and go / no-go
- Validated financial model with flags
- Consolidated risk and red-flag report
- Fully cited IC memo in your format
Explore related
Workflows teams pair with diligence.
Put this workflow to work
See it run on your own data, in your environment.