Coverage without the wait
- Eliminates rounds of manual document requests
- Continuous analysis across the data room and live systems
- Findings queryable in real time, with citations
- Briefs that update as new information arrives
Proprietary diligence technology · Holding Advisory
CortexDD™
The Intelligent Due Diligence Engine.
CortexDD goes beyond the data room — connecting directly to a target's financial systems, CRM, email, HR platforms, and operational tools to produce evidence-backed diligence briefs in days, not months. It deepens buyer coverage while reducing the target's data-room burden.
Data room + live systems
Cross-source analysis
Hidden-risk discovery
Contradiction detection
Evidence-backed briefs
Process transformation
Diligence that keeps pace with the deal — and reduces the burden on the target.
A lighter, faster process
- Reduced data-room scope
- Less document preparation
- Fewer back-and-forth requests
- Faster completion
Why it matters
More than a data room. Faster than a team. Adapted to your deal.
01
Deeper coverage than a data room alone
By reading both the curated data room and the target's live operating systems, CortexDD surfaces what a static document set never shows — the contradictions, the omissions, the patterns between sources.
02
Timelines compressed 50–75%
Ingestion, understanding, and cross-source analysis run continuously rather than as sequential manual passes — so the brief is ready in days, not months.
03
Adapted to every deal, not a generic template
Diligence is structured to the transaction in front of it, then queried with deal-specific questions — each answer traced to its source.
The pipeline
Five stages, ingest to brief.
01
Ingest
Data room, plus direct connections to financial systems, CRM, email, HR, and operational tools.
02
Understand
Every source read and structured into a shared, queryable understanding of the business.
03
Discover
Hidden risks, omissions, and patterns surfaced that a document set alone would never reveal.
04
Connect
Findings cross-checked across sources — names, numbers, and claims verified against the systems.
05
Brief
Evidence-backed diligence briefs, every finding traced to its source, ready in days.
Deep understanding across every source — the target's documents and live systems, read into one queryable space.
Deliverables
Every name, every number, every claim — verified against the source.
Standard diligence templates
Financial, legal, operational, commercial, technology, HR, and regulatory coverage — the full diligence surface, structured.
Deal-specific queries
Ask the questions this transaction actually turns on; answers return with source citations, at conversation pace.
Every finding traced to source
No assertion without evidence. Each conclusion resolves to the document or system entry it came from.
Through an engagement
See what CortexDD finds in your deal.
CortexDD is deployed on every Holding Advisory engagement that requires diligence. It is not licensed or sold separately — it comes with the advisory work, as part of AI-Enabled Execution.