Use case
Use case3 min readBy The Data Workers Team

Due diligence data, run by agents

Data rooms arrive as exports, spreadsheets and dumps, and the deal team spends weeks making them comparable. Here is how Data Workers runs it instead.

Key takeaways

  • •The problem today. Data rooms arrive as exports, spreadsheets and dumps, and the deal team spends weeks making them comparable.
  • •What changes. Agents profile every data room file, map it to a standard diligence model and flag anomalies for the team.
  • •What stays with your people. Investment memo figures: the committee relies on them.
  • •The result. Diligence analysis starts on day two, not week three.

The problem today

Data rooms arrive as exports, spreadsheets and dumps, and the deal team spends weeks making them comparable.

What changes with Data Workers

Agents profile every data room file, map it to a standard diligence model and flag anomalies for the team.

The workflow: Data Ingestion agent (get_connector_status) → Schema Evolution agent (generate_migration) → Quality Monitoring agent (get_anomalies) → Data Context & Catalog agent (generate_documentation).
Fig. 1:The workflow: Data Ingestion agent (get_connector_status) → Schema Evolution agent (generate_migration) → Quality Monitoring agent (get_anomalies) → Data Context & Catalog agent (generate_documentation).

The workflow, step by step

  1. 1.The Data Ingestion agent calls get_connector_status and profiles data room files.
  2. 2.The Schema Evolution agent calls generate_migration and maps them to the diligence model.
  3. 3.The Quality Monitoring agent calls get_anomalies and flags anomalies.
  4. 4.The Data Context & Catalog agent calls generate_documentation and documents what was found.

The impact metrics we move

  • •Data room profiled: from about a week to 4 h
  • •Cohort and revenue model: from about 2 weeks to 1 day
  • •Anomaly flagged: from about 3 days to under 1 h
Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.
Fig. 2:Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.

What goes on autopilot

  • •Data room files are profiled on upload, so nothing hides in an export.
  • •The diligence model is standard, so deals compare.

Where your people stay in charge

Investment memo figures always go to a named approver, because the committee relies on them. Everything starts at L1, observing only, and autonomy rises only on evidence.

The pilot

  • •Scope. One live deal's data room.
  • •First week. Agents run at L1, observing only, and show the fixes they would have made, with receipts.
  • •By week two. The routine work above runs on its own; anything sensitive stays with a named approver.
  • •At day 30. We review the impact metrics against your baseline:
  • •Data room profiled: from about a week to 4 h
  • •Cohort and revenue model: from about 2 weeks to 1 day
  • •Anomaly flagged: from about 3 days to under 1 h
  • •Cost. Start with a pilot ($7,500 one-time, credited in full against the first year). Scale is from $1,000 a month and Enterprise from $3,000 a month, billed annually, with unlimited seats, no usage meter and no markup on model spend. See pricing.

Related: The private equity hub · The full team playbook

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