Define the due diligence report
A company name is enough — context fields improve accuracy. Select modules for the full deck or just a section.
Target company
Modules to include the full analytical framework — deselect for a partial report
✓
1 · Executive SummaryThe investment-committee pitch — synthesized from all modules
✓
2 · Business Model OverviewOffer, value chain, revenue model, assets, management
✓
3 · Market Definition, Size, Growth & ProfitabilitySegmentation, sizing, forecasts, attractiveness
✓
4 · Industry Dynamics & TrendsPorter's five forces, competitive position, customer evaluation, trends
✓
5 · Competitor Market MapProfiles, benchmarking, market share trends
✓
6 · Customer AnalysisWho buys, concentration, retention, churn, price sensitivity
✓
7 · Distribution & Sales ChannelsDirect vs. indirect, channel economics, sales productivity
✓
8 · Cost & Margin Analysis & Cost Pass-ThroughCost structure, margins by segment, pricing power
✓
9 · Growth Opportunities & LeversOrganic/inorganic, new products, segments, geographies
✓
10 · Business Plan & P&L ForecastPlan credibility, scenarios, sensitivities
✓
11 · Potential Exit PathRoutes, buyer universe, valuation scenarios
Each module is analyzed along the relevant dimensions — by product, customer segment, channel, geography, end-market — as the evidence allows.
Report length target number of slides/pages
How the report stays evidence-grounded
Every figure in the deck is traced to the evidence ledger — built from the reference materials you upload
(industry reports, equity research, financials, statistics). The AI may only state facts present in that ledger;
anything else is labeled (Estimate). Scanned PDFs, Excel tables and slide decks are parsed automatically.
A bibliography is generated at the back of the deck, and export is blocked while any claim lacks a source.
Evidence & sources
Upload industry reports, equity research, statistics, or financial data. PDF · DOCX · XLSX · PPTX · TXT · CSV (max 25 MB each).
0documents
0extracted sections
0ledger sources
autoestimate labeling
0export blocks
Uploaded reference materials PDF · DOCX · XLSX · PPTX · TXT · CSV · images (OCR)
Drop files here or click to browse — documents are parsed, images are OCR'd, tables extracted
Proprietary databases one-off credentials — held in memory only, expire in 30 min, never stored
How it works
Documents & URLs enter the evidence ledger with section-level references; the AI may only state facts present in that ledger —
anything else is labeled (Estimate). Images (charts, tables, screenshots) are OCR'd and enter the ledger as low-confidence evidence.
Proprietary databases (Capital IQ, Mergermarket…): switch a database on and provide one-off credentials, or export the relevant reports/Excel from the database and upload them (often the most reliable route — automated logins usually violate provider ToS). Enabled databases appear in the bibliography; data not yet exported is flagged as a coverage gap.
Proprietary databases (Capital IQ, Mergermarket…): switch a database on and provide one-off credentials, or export the relevant reports/Excel from the database and upload them (often the most reliable route — automated logins usually violate provider ToS). Enabled databases appear in the bibliography; data not yet exported is flagged as a coverage gap.
Evidence review
What the AI will be allowed to cite, and where the evidence is thin.
Source ledger [S#] tags are used in slide footnotes
Coverage gaps reported by the AI after drafting
Choose the output format now — only the chosen format is drafted (saves tokens).
Review the draft — content preview
This is the exact content model that renders to slides. Edit headlines, bullets and sources; changes flow to the preview and export.
Headline (answer-first insight)
Bullets (text · source ref, e.g. S1 p.3, or "(Estimate)")
"So what?" takeaway
Footnote (sources)
edits saved before export
Preview slides
HTML rendering of the content model — the .pptx export uses the same structure with the Bain-style design system.
✓ answer-first headlines
✓ source footnotes
✓ confidentiality footer
✓ "so what?" boxes
✓ bibliography & appendix
Export
Final checks — export is blocked while any claim lacks a source reference or an (Estimate) label. You choose where each file is saved.
Export gates
Generate you choose where each file is saved
"PDF — slide deck" is the 16:9 deck; "Report PDF (A4)" is the portrait paragraph/essay-style report. In Chrome/Edge a "Save As" dialog lets you pick the location for every export.
Bibliography (auto-generated, last page)
Estimates, forecasts and valuations are indicative assumptions. This is an AI-assisted tool in a Bain-style format — not a Bain & Company deliverable.
Refine the report & ask questions
Give feedback to generate a revised report, or ask the consulting expert anything about the analysis.
Feedback → revised report
Describe what to change or deepen — e.g. "Add a customer concentration sensitivity", "Make the exit section more conservative",
"Analyze margins by geography", "Shorten module 2". The expert revises the full report on this basis.
Revision uses the same evidence ledger — every claim stays sourced. The revised report replaces the current draft.
Ask about this report
Ask me anything about the target, the market, the risks or the numbers — I'll answer with the same analytical approach and cite the evidence.