Private Equity Due Diligence Agent
The agent reads the whole data room, extracts and normalises IFRS financials, and identifies commercial, legal, tax and regulatory risks under SA law. It then drafts your investment committee memo in your firm's template, letting your team focus on the final 10% of strategic analysis.
Ideal forPrivate equity deal teams
The difference
From 1-2 weeks to hours
Your deal team can assess more opportunities and reach investment committee faster, with more time spent on value creation and negotiation.
Done by hand
1-2 weeks
With the Vanine agent
Hours
Time returned to your team
95%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Every deal, same rigour
Your firm's checklists and risk parameters are codified once and applied to every opportunity, so no deal skips a step under time pressure.
SA-specific risk coverage
B-BBEE ownership lock-ins, SARS tax compliance status, POPIA exposure and likely Competition Commission notification are flagged as standard.
A head start on the IC memo
Findings are synthesised into a first draft in your template, so the deal team refines the investment case rather than assembling it.
Capabilities
From data room to draft investment committee memo, with every finding cited.
Built for SA private equity deal teams, transaction services advisers and investment committees.
Automated data room analysis
Reads, classifies and indexes every document in the virtual data room, turning thousands of files into a structured, searchable knowledge base.
Financial and commercial due diligence
Extracts and normalises historical IFRS financials, calculates metrics such as customer concentration and churn from source data, and flags commercial red flags.
Legal, tax and regulatory review
Scans contracts for change of control, assignment and liability terms using your playbook, and flags B-BBEE lock-ins, SARS tax compliance status, POPIA exposure and likely Competition Commission notification.
Investment memo drafting
Synthesises financial, commercial and legal findings into a first draft of your investment committee memo in your firm's template.
Custom due diligence playbooks
Codifies your firm's process in a knowledge base of checklists and risk parameters so every deal is evaluated with the same rigour.
Cited and defensible output
Links every finding to its source document in the data room with a visual citation, creating a fully auditable due diligence file.
How it works
From your systems to a result you sign off
The draft memo lands ready for the deal partner to review, edit and approve before it goes to the investment committee.
Connect the places your deal data already live.
The virtual data room, your due diligence playbooks in SharePoint and company data from CIPC through licensed providers. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Word, Excel)
- Copilot Studio
- Virtual data rooms (Ansarada, Datasite, Intralinks)
- Deal CRMs
- CIPC data via licensed providers
Microsoft Teams, Copilot Studio or OpenAI Frontier for live questions on the data room, or as a scheduled run as new documents arrive.
A cited findings register, normalised financials in Excel and a draft IC memo in Word, saved to the deal folder.
Step by step
- 01
The deal team opens a new opportunity and connects the data room.
- 02
The agent indexes documents and normalises financials.
- 03
It runs your legal, tax and regulatory playbook.
- 04
It drafts the IC memo with cited findings.
- 05
The deal partner reviews and approves the memo for committee.
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.
"Run the growth playbook over Project Baobab"
- deal
- Project Baobab
- playbook
- Growth DD
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your deal data 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 data stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your deal data. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR DEAL DATA 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.
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