Data Room Q&A Agent
The agent reads every document in the virtual data room and answers deal team questions with responses cited to the source document and page. It builds the due diligence request list from your checklist, matches what the seller has uploaded and tracks what is still outstanding, so nothing slips before signing.
Ideal forDeal teams
The difference
From 30-60 minutes per diligence question to 2-5 minutes
Your advisers spend diligence time assessing risk and negotiating protections rather than searching folders.
Done by hand
30-60 minutes per diligence question
With the Vanine agent
2-5 minutes
Time returned to your team
90%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Answers you can verify
Deal teams lose hours searching folders for one clause or number. Every answer links to the document and page, so lawyers and advisers can check it immediately.
A request list that stays current
Keeping the request list up to date across legal, financial, tax and commercial workstreams is a full-time job. The agent updates status as documents arrive and drafts follow-ups for what is missing.
Fewer surprises at signing
Gaps such as missing B-BBEE certificates, SARS tax compliance status, POPIA documentation or change of control consents surface early, while there is still time to price or protect against them.
Capabilities
Ask the data room anything and get cited answers in seconds.
Built for private equity deal teams, corporate development, transaction advisers and M&A lawyers running buy-side due diligence on South African targets.
Cited Q&A
Answers questions such as which customer contracts contain change of control clauses, with citations to the exact document and page in the data room.
DD request list builder
Builds the request list from your standard checklist, tailored to SA items such as CIPC records, the MOI and shareholder agreements, B-BBEE certificates, SARS tax compliance status and POPIA compliance.
Outstanding items tracking
Matches uploads to request items and tracks what is received, partly received or outstanding from the seller, by workstream.
Key contract summaries
Summarises material contracts, leases and employment arrangements, highlighting change of control, exclusivity, termination and guarantee provisions.
Red flag detection
Flags matters such as litigation, SARS disputes, prior business rescue, competition exposure or labour disputes for the relevant adviser to investigate.
Seller Q&A log
Keeps a log of questions to the seller and their responses, links each answer to data room evidence and highlights inconsistencies.
How it works
From your systems to a result you sign off
Your lawyers and advisers verify findings and sign their due diligence reports, and access follows the data room's own permissions.
Connect the places your deal documents already live.
Documents in your virtual data room or SharePoint deal site, plus your DD checklist and the seller Q&A log. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- Copilot Studio
- Virtual data rooms (Intralinks, Datasite, Ansarada)
- iManage and NetDocuments
- CIPC and Windeed searches, through your subscription
Answers questions on request in Teams or OpenAI Frontier and refreshes the request tracker as new documents land, using the models your organisation approves.
Cited answers in chat, a live DD request tracker in Excel and red flag summaries for each workstream.
Step by step
- 01
The data room opens or the seller uploads new documents.
- 02
The agent indexes the documents and maps them to the DD request list.
- 03
Deal team members ask questions and receive cited answers.
- 04
It updates the outstanding items tracker and drafts follow-up requests.
- 05
Advisers review red flags and approve follow-up questions before they go to the seller.
- 06
Findings feed into the advisers' due diligence reports.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Find change-of-control clauses"
- deal
- Project Kudu
- documents
- 1,412
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your deal documents never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your deal documents stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your deal documents. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR DEAL DOCUMENTS NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
Precision AI for Institutional Workflows
