Due Diligence

Streamlined AI-Powered Investment & Business Analysis

Purpose

The Due Diligence module automates investment-grade analysis for businesses at any stage — from pre-seed to growth.
Upload relevant documents (financials, pitch decks, reports, etc.), select the analysis parameters, and YG3’s CLM runs a full-spectrum evaluation to identify strengths, key risks, and actionable insights.
This is ideal for investors, operators, or acquirers looking for quick clarity on a company’s positioning and health.

When to Use It

Use Due Diligence when you want to:

Evaluate potential investments or acquisitions rapidly.
Generate structured due diligence reports with minimal manual input.
Understand a business’s risks, opportunities, and overall market posture.
Create consistent and repeatable analysis templates for internal teams.

Inputs

Field	Description
Client / Target Company	Select the business being analyzed (pulled from your client list).
Valuation Stage	Choose from Pre-Seed, Seed, Series A, Series B, Growth — adjusts framework expectations.
Revenue Range	Defines operational scale (0–1M, 1–10M, 10–100M, 100M+).
Analysis Focus	Choose the area of analysis — Financial, Legal, Technical, Market, or Comprehensive.
Document Upload	Upload supporting files (P&Ls, pitch decks, market data, or internal docs). Multiple files supported.

Outputs

Output	Description
Due Diligence Insights	The CLM-generated assessment summarizing company context and risk/strength profile.
Strengths	Highlights of what the company is doing well (e.g., “Established operations,” “Market focus”).
Key Risks	Identified weak points or threats (e.g., “Execution challenges,” “High competition”).
Investment Analysis	Full exportable market or business analysis report summarizing all findings.

Example Workflow

Go to Operations → Due Diligence
Select the target company (e.g., Andromeda)
Set Valuation Stage → Growth
Choose Revenue Range → 1–10M
Select Analysis Focus → Market
Upload your documents
Review Due Diligence Insights (strengths, risks, recommendations)
Click Generate Market Analysis to export a formal due diligence report

Best Practices

Use Comprehensive mode for full-spectrum diligence across all categories.
Upload consistent documentation (financials, team bios, market decks) for best results.
Export the analysis for investor or board presentations.
Pair with Business Module to map due diligence insights directly to operational action plans.