Targeted automation for specific tasks.
Dive deep into how Underlying executes standard industry workflows with perfect accuracy and source-linked citations.
Financial Due Diligence
Verify EBITDA add-backs and model inputs against source contracts.
Secretarial Diligence
Unroll complex corporate registries to find missing board resolutions.
AML / KYC Investigations
Map Ultimate Beneficial Owners (UBO) across global sanctions lists.
Legal Contract Review
Automate playbook-driven risk scoring for vendor MSAs and NDAs.
Portfolio Monitoring
Extract KPIs from unstructured quarterly board decks.
SEC / EDGAR Analysis
Auto-extract risks and numbers from 10-Ks, 10-Qs, and 8-Ks.
IC Memo Generation
Ingest CIMs and models to automatically generate formatted 40-page IC memos.
Comparables Analysis
Aggregate financial metrics across peers using Cap IQ and PitchBook data.
Target Screening
Screen thousands of M&A targets against exact investment criteria.
Lease Abstraction
Extract key terms and dates from massive commercial real estate repositories.
Expert Call Analysis
Cross-analyze transcripts to surface hidden market dynamics.
Insurance Underwriting
Automate commercial property underwriting from loss runs and SOVs.
Ready to upgrade your firm's diligence?
Stop relying on black-box AI tools that you can't trust. Bring accountability back to your workflows.