Investment due diligence

The first pass on every deal, sourced.

An operator reads the CIM and the data room, recomputes the numbers and drafts the IC memo, with the file and page beside each figure.

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Project LarchBrenner Industrial CoatingsIllustrative deal

1 / 5 The CIM against the files

The CIM says€8.9M
The files show€8.1M
Adjusted EBITDA FY24Financials_FY22-FY24.xlsx · Adj. EBITDA, rows 14–22A €0.8M add-back recurs in FY22 and FY23.
  • HighCustomer concentrationCustomer_Revenue_FY24.xlsx · Top 20
  • HighChange-of-control clauseSupply_Agreement_Vantrex.pdf · p. 14, §12.3
  • MediumRecurring add-backFinancials_FY22-FY24.xlsx · Adj. EBITDA
  • MediumPermit renewalEnvironmental_Permits.pdf · p. 3
  1. Which of the top three customers are under contract, and when do those contracts renew?
  2. Has Vantrex been asked to waive §12.3 for this sale?
  3. Why does the €0.8M restructuring cost recur every year?
  4. What drove receivable days from 52 to 67?
  • IC_memo_draft_Larch.docx12 pages · 9 sections
  • Databook_Larch.xlsxRecomputed P&L, customers, working capital
  • IC_deck_Larch.pptx14 slides
Waiting for a yesUpload the IC memo draft to SharePoint · Deals / Project Larch / IC

Illustrative deal. A fictional company and figures, shown to explain the output.

Enterprises running operators on Alomana

  • 60–70%faster deal and memo review
  • 2–3xmore deals handled by the same team
  • 15 minto a first-pass company report
  • 1–2 dayssaved per investment memo

One deal, six jobs

  • The CIMEach claim, tabled
  • The data roomFile by file
  • The numbersRecomputed in code
  • The red flagsWith file and page
  • The questionsFor management
  • The memoMemo, databook, deck

How it works

  1. Connect

    The CIM, the export, your memo.

  2. First pass

    Read, recompute, draft.

  3. Decide

    Filing waits for a yes.

The deal team decides.

Your IC decides.

  • Each figure and flag names the file and page it came from
  • Numbers computed in code, never guessed
  • Drafts for your team to review and change
  • The go/no-go stays with your IC

Nothing is filed or sent without a yes.

  • Uploads to SharePoint or Drive wait for a person's yes
  • A declined action is not retried
  • Every run logged: input, output, tools, user
Measured on
  • Deals given a full first pass
  • Hours to a first IC draft
  • Questions raised before management meetings
  • Analyst hours reading the data room
Works with
  • SharePoint
  • Google Drive
  • Google Sheets
  • Snowflake
  • PostgreSQL
  • Salesforce
  • Slack
  • Your data room via export or MCP
Trusted for
  • ISO 27001
  • GDPR
  • Never trains on your data
  • Single-tenant for enterprise

A custom operator typically goes live in up to 4 weeks.

Questions deal teams ask

What is a due diligence operator?

An autonomous agent that does the first pass on a deal. It reads the CIM and the data room, recomputes the key numbers in code, lists red flags and questions for management, and drafts the IC memo, databook and deck for your team to review.

Which files can it read?

PDF CIMs of up to 600 pages, Word, Excel, CSV and PowerPoint files, uploaded or read from SharePoint or Google Drive. A virtual data room connects through an export to SharePoint or Drive, or through a remote MCP server.

How do we check what it wrote?

Each figure and red flag in the draft names the file and page it came from, so an analyst can open the source. Numbers are recomputed in code rather than copied, and every run is logged: input, output, tools and user.

Does it make the investment decision?

No. It drafts and shows its sources. Your deal team reviews and your IC decides. Uploading a file to SharePoint or Drive, or posting to Slack, waits for a person's yes, and a declined action is not retried.

Can it follow our memo template?

Give it a memo you already use and it drafts in that structure, writing Word, Excel and PowerPoint files your team edits. Matching your house formatting exactly is part of setting up a custom operator, which typically goes live in up to 4 weeks.

Is our deal data private?

Alomana is ISO 27001 certified and GDPR-compliant, and your data is never used to train AI models. Enterprise deployments run single-tenant, in a dedicated instance.

Bring a deal you have closed.

Talk it over with sales: what the operator needs from your systems, and how it goes live.

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Alomana is a secure enterprise AI platform where autonomous agents, called operators, run business processes end to end. Every run is fully auditable.