09 / 26 Research and reports · Example
Vet a company
The deal team’s memo shows where the seller’s files and the public record disagree, and cites both.
- Who it’s for
- Deal software whose users test a seller’s claims against what the company has filed.
- Why it’s hard
- The seller’s figures and the filings don’t always match, and the memo has to say where. The registry charges for older accounts, and spending the firm’s money is the deal lead’s call.
- You get back
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- A diligence memo, as a Word document
- The filings it read, saved as PDFs
The seller’s confidential files are opened on a computer sealed off for this target alone.
How it runs, in your product’s code
Pine’s AI reads the seller’s spreadsheets first, then the registry and the company’s own site. The 2022 accounts carry a fee, so the row turns to “Needs you: a fee” and the deal lead decides whether to buy them. The memo lists the disagreements in a section of their own.