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Financial due-diligence consultancy.

An AI pipeline for a Nordic financial due-diligence consultancy that turns due-diligence interview transcripts into structured findings — answering every question on the DD agenda, checking each answer against the transcript, and surfacing what management revealed without being asked. Built privacy-first, so confidential deal data never leaves the firm's own cloud.

Industry
Financial due diligence / AI analysis
Timeline
2025–present
Outcome
Every interview, fully analysed — privately

The problem

This Nordic consultancy does financial due diligence — and much of what a deal hinges on comes out in interviews. Every engagement works through a structured due-diligence agenda of questions, and each interview produces a long transcript. Between the two sits an analyst, reading every transcript line by line to find where each question on the agenda was answered: slow, expensive work that varies from analyst to analyst, and that can quietly miss the moments that matter most in a deal — the things management volunteers without being asked. And because these are confidential, deal-sensitive interviews, the obvious shortcut of pasting transcripts into a public AI chatbot was never an option.

What I built

A pipeline that reads interviews the way a diligent analyst would — only automatically, and entirely in private. An analyst uploads the due-diligence agenda and the interview transcript through a simple form and gets back a finished, structured findings report, without a transcript ever leaving the firm's systems:

The outcome

What used to mean an analyst combing through every transcript by hand is now an automated step — more consistent from one interview to the next, and with a safety net for the disclosures that surface without being asked. Because everything runs inside the firm's own cloud, that speed comes with a privacy posture strict enough for confidential deal work. The system has run in production since 2025, processing interviews end to end with daily backups.

//Contact

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or write: romuald@aiadvisors.pl · +48 695 263 884