CFO Agent
CFO Agent · DD SuiteSelf-serve diligence

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By signing in you agree that all outputs are draft, software-assisted work product — not an audit and not professional advice — that they may contain errors, and that they are not to be relied upon without your own independent professional (e.g., CPA) review. You use them at your own risk.

CFO Agent · DD SuiteSelf-serve diligence
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Start a diligence run

Upload the data room. It's queued, the DD engine runs, a reviewer signs off, then you download the pack.

Deal context

Data room

Your data stays local to this app and is never committed to a repository.

Source runs to consolidate

Pick 2 or more DELIVERED workstream runs on the same target. The IC pack consolidates their data contracts into one classification map and one equity-value bridge — no double-count, no upload needed.

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Acknowledgment — please read. These outputs are draft, software-assisted analyst work product — not an audit, review, compilation, or assurance engagement, and not accounting, tax, legal, or investment advice. They may contain errors, including AI-generated inaccuracies, and are for your evaluation only. You must independently verify them against source records and have them reviewed by your own qualified professional (e.g., a licensed CPA) before relying on them. You use the outputs at your own risk, and to the fullest extent permitted by law the operator accepts no liability for any decision made in reliance on them.
Runs asynchronously — you can watch status under “My engagements”.

My engagements

Click a row to see status and download the pack.

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Team & access

Invite-only. People can't self-register — you send an invite, they activate with a one-time link and then sign in via emailed links (no passwords).

Invite someone

They get an email with an activation link (expires in 7 days).

Access requests

People who asked for access from the marketing site. Review, then send them an invite below.

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Members

Disabling a member blocks sign-in and revokes their active sessions and pending links immediately.

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Invites

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Phone alerts

You get a push when a run is ready for your review, and a high-priority alert if a run fails. This sends a test push through the same path so you can confirm it reaches your phone.

Backups

The database is backed up automatically every night. Each snapshot captures every table and is kept for the most recent set; older ones roll off. Use this to take a backup right now or to confirm the latest one.

Latest backup: …

Review queue

Every engagement across all users. Sign off to release the pack to the client, or send it back with notes.

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