AI due diligence
Use Papermark AI as an AI due diligence agent for data rooms in M&A and investments. Ask questions across entire data rooms, trace answers to documents and generate structured summaries without manual review.
Time to first summary
Minutes
Upload a data room and get due diligence summary in the same session.
Works with
All DD documents
Any due diligence material you already store in a Papermark data room.
Built for
M&A & investors
Use as a copilot to accelerate analysis, not replace judgment.
From weeks of reading to minutes with an AI due diligence agent
Traditional due diligence means reading through hundreds of documents across financial, legal, operational and commercial areas to understand a target company. With Papermark AI acting as an AI due diligence agent, you can ask questions across entire data rooms and get focused answers grounded in the exact documents inside your data room.
Instead of manually searching through folders, you can ask the agent to summarize key findings, identify risks or explain how different documents relate to each other. Papermark AI cites the passages it used so your deal team can verify everything quickly.
Because Papermark is already your secure place for M&A and investment data rooms, turning on the AI due diligence use case is as simple as enabling Papermark AI on those links and folders.
Analyze faster
Get due diligence summaries and key findings in minutes instead of spending weeks on manual review.
Ask across data rooms
Ask "What are the key risks?" or "How do financials compare to projections?" and get answers traced to specific documents.
Generate summaries
Turn AI answers into structured due diligence summaries that you can share with your deal team and stakeholders.
What an AI due diligence agent can do on top of your data room
Ask questions across data rooms
Ask Papermark AI questions that span multiple documents and folders in your data room, getting answers that trace back to specific files and pages.
Identify risks and opportunities
Use AI to identify key risks, opportunities and findings across financial, legal, operational and commercial documents stored in Papermark.
Generate structured summaries
Turn AI answers into structured due diligence summaries listing key findings, risks and open questions, all generated from documents already in your data room.
How to use Papermark AI as your AI due diligence agent
Step 1
Organize due diligence documents
Create a Papermark data room or folder for financial, legal, operational and commercial documents you want to analyze with AI.
Step 2
Open Papermark AI on your data room
Use the AI sidebar to ask questions across the entire data room, identify risks or request summaries, and review the cited documents.
Step 3
Turn answers into summaries
Turn AI responses into structured due diligence summaries for your deal team, then iterate with follow-up questions instead of re-reading entire data rooms.
See Papermark AI due diligence agent in action
Chat with data rooms and documents
Who uses Papermark AI as an AI due diligence agent?
Private equity firms
Speed up due diligence on acquisition targets by asking questions across entire data rooms, while keeping deal teams in control of final decisions.
Venture capital firms
Use Papermark AI on startup data rooms to quickly identify key risks and opportunities before deep analysis, keeping all activity tracked through Papermark analytics.
Corporate development
When evaluating acquisition targets, use the AI due diligence agent to understand key business metrics and risks before talking to the deal team.