Deal Co-Pilot - Agentic Due Diligence

Overview

Deal Co-Pilot is a modern SaaS application designed to streamline the investment due diligence process. By leveraging an agentic AI architecture, the platform automates the gathering and synthesis of market data, competitor landscapes, and company specifics to produce comprehensive investment committee (IC) memos.

Technical Architecture

• Agentic Orchestration: Implemented a multi-agent system using LangChain and OpenAI/Gemini. The system utilizes specialized agents for market sizing, competitive moats, and financial sentiment analysis.
• Real-time Web Intelligence: Integrated Tavily Search API to provide agents with real-time browsing capabilities, ensuring all generated reports include verifiable citations and the latest market news.
• Full-Stack Implementation: Built with a Next.js 15 frontend for a reactive user experience and a FastAPI backend to handle long-running asynchronous research tasks.

Features

• Natural Language Input: Users simply provide a company name and website to trigger a deep-dive research cycle.
• Dual-Model Support: Support for both OpenAI (GPT-4o) for high-reasoning accuracy and Gemini 1.5 Pro + Tavily for cost-effective, high-volume research.
• Live Progress Tracking: A WebSocket-enabled dashboard allows users to monitor the research agents' thoughts and progress in real-time.
• Professional IC Memos: Generates formatted Markdown reports covering Market Dynamics, Competitive Landscapes, and Team Overviews.

Technical Implementation

| Layer | Technology | | --- | --- | | Frontend | Next.js 15, Tailwind CSS, TypeScript | | Backend | FastAPI, Python 3.11 | | AI Orchestration | LangChain, Agentic Workflows | | LLMs | OpenAI GPT-4o, Google Gemini 1.5 Pro | | Search Engine | Tavily AI | | Environment | Docker, Vercel |

Key Outcomes

• Reduced Research Time: Automated the initial 4-6 hours of manual market research into a 2-minute agentic workflow.
• Data Integrity: Achieved 100% citation coverage for market claims by forcing agents to provide URL sources for every key metric.
• Modular Design: Created a flexible backend where new research agents (e.g., ESG Agent or Regulatory Agent) can be plugged into the pipeline with minimal configuration.

Demo : *deployment private for client Repo : here