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Overview

Due Diligence is a workflow for performing comprehensive analysis of deal documents and investment materials to support a clear, evidence-backed investment decision. It supports a structured diligence process — document review, financial and market analysis, risk identification, and investment recommendation — in one streamlined workflow. What you get: a structured table of extracted diligence findings and deal metadata you can review, edit, and export.
To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.This page focuses on what’s specific to Due Diligence.

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When to use Due Diligence

Use this workflow when you need a consistent first-pass (or repeatable) diligence review of an investment opportunity, including:
  • Organizing deal materials and extracting key company and deal facts
  • Assessing financial performance and revenue quality
  • Evaluating market size, positioning, and competitive dynamics
  • Identifying legal/regulatory, operational, and deal-structure risks
  • Summarizing key risks, mitigants, and an investment recommendation

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Step-by-step usage

1

Select the template

Navigate to Workflows > Template gallery and select Due Diligence.
2

Upload deal materials

Upload investment materials and deal documents (pitch deck, data room exports, financials, contracts, cap table, term sheet, legal documents).
3

Upload supporting materials (optional)

Upload supporting market research, customer evidence, and product/tech documentation.
4

Run the workflow

Click Run to begin extraction and analysis.
5

Review extracted fields

Review extracted fields and edit anything that is incorrect or incomplete.
6

Export results

Export results (CSV or Excel) for IC memos, reporting, or downstream workflows.

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Inputs

  • Required: access to alk.wamiri.com
  • Required: stable internet connection
  • Required documents: deal and company materials (as available)
  • Optional: market reports, customer references, product/architecture docs, diligence checklists

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What’s specific to Due Diligence

  1. Separate facts from judgments. Keep extracted facts (numbers, terms, entity details) distinct from assessments (quality, risks, recommendations). This makes review and auditability easier.
  2. Be explicit about assumptions. If an analysis relies on assumptions (e.g., normalized margins, growth drivers, churn estimates), state them clearly in the relevant assessment fields.
  3. Recommendation is advisory. The investment recommendation is decision support — final approval remains with the investment committee.

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Standard fields (default columns)

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Customising due diligence columns

You can tailor columns to match your investment committee checklist.
  • Add columns for ESG considerations, valuation comps, cohort analysis, pipeline quality, security review outcomes, reference call notes, and post-investment plan.
  • Rename columns to be explicit (for example, “Revenue concentration (top 5)”).
  • Keep column names clear and unambiguous to improve extraction quality.

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Important Notes

  • Always cross-check key numbers and deal terms against source documents.
  • If a field is consistently wrong, simplify the column name or add a short instruction to the column prompt.
  • Track open questions and unresolved items in the relevant assessment/risk fields.

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Need help?

If you run into issues, contact the Wamiri support team at support@wamiri.com. Include:
  • What you were trying to do
  • What happened instead
  • Any error messages
  • Steps to reproduce
  • Screenshots or recordings (if available)