Diligence pack review
Every transaction has the same two problems: nobody can find the document, and nobody is sure what is still outstanding. This agent indexes the whole data room, answers questions with the page cited, and keeps a running list of what your diligence checklist asks for but the room does not contain. The deal team stops trading emails about where things are.
Step by step
Connect the data room
The room is connected read-only, with rights limited to the deal team working on that transaction.
Load your diligence checklist
Your own checklist becomes the agent's list of required items, split by workstream: title, tenancy, planning, environmental, building.
It indexes every document
The whole room is read and mapped to the checklist, including the documents dropped in late and out of order.
The team asks in plain English
Questions are put the way they would be asked across a desk, and each answer arrives with the document and page behind it.
It lists what is missing
The gap list names each unanswered checklist line and what would satisfy it, refreshed as new documents land.
The transaction lead approves the list
Nothing is raised with the other side until the transaction lead has read the gap list and decided what to ask for.
Exactly what this agent can see, touch and change
The same five controls sit behind every ollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelTransaction managers and acquisitions surveyors running diligence on a deadline, and the lawyer who keeps being asked whether a document has arrived.
Escalation
When it asks a personThe transaction lead approves the gap list before anything is raised with the other side
Applications & Rights
Which tools it uses, and what it may do in each
DropboxRead only
SharePointRead only
Google DriveRead only
SlackWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Transaction managers and acquisitions surveyors running diligence on a deadline, and the lawyer who keeps being asked whether a document has arrived.
What you’ll need
- The data room connected read-only
- Your diligence checklist supplied
- A deal channel for the agent to post in
- A transaction lead to approve
What you get
- A searchable index of the room
- Cited answers to diligence questions
- A live gap list by workstream
What it doesn’t do
It reports what is in the room and what your checklist has not been answered by. It gives no legal or technical opinion, and a document it has not been given cannot be indexed, however confident the seller is that it was sent.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
Can it read the room if we only have portal access?
It reads what you can export or sync to a connected store. Where a portal blocks that, teams usually mirror the room into their own document store, which is what the agent then indexes. We work that out in the build rather than assuming access.
Does it flag risk, or just gaps?
Gaps against your checklist, plus anything that contradicts another document in the room. Judging whether something is a risk to the deal is the transaction lead's call and the agent does not make it.
What happens when documents arrive late?
The index and the gap list update as the room changes, so the outstanding list stays current instead of being rebuilt each Monday. The team sees what closed and what is still open.
Who can see the answers?
Only people with rights to that room. The agent inherits the underlying permissions, and each deal is scoped separately so one transaction's content is not reachable from another.