Generate AI-powered investment due diligence PDF reports with OpenAI, LlamaParse and Decodo

Transform raw investment memorandums and financial decks into comprehensive, professional Due Diligence (DD) PDF reports. This workflow automates document parsing via LlamaParse, enriches internal data with real-time web intelligence using Decodo, and utilizes an AI Agent to synthesize structured financial analysis, risk assessments, and investment theses.


Why Use This Workflow?

- Time Savings: Reduces initial deal screening and report generation from 6–8 hours of manual analysis to under 5 minutes. - Accuracy & Depth: Employs a multi-query RAG (Retrieval-Augmented Generation) strategy that cross-references internal deal documents with verified external web evidence. - Cost Reduction: Eliminates the need for expensive junior analyst hours for preliminary data gathering and document summarization. - Scalability: Effortlessly processes multiple deals simultaneously, maintaining a consistent reporting standard across your entire pipeline.

Ideal For

- Venture Capital & Private Equity: Rapidly assessing incoming pitch decks and CIMs (Confidential Information Memorandums). - M&A Advisory Teams: Automating the creation of standardized target company profiles and risk summaries. - Investment Analysts: Generating structured data from unstructured PDFs to feed into internal valuation models.

How It Works

1. Trigger: A webhook receives document uploads (PDF, DOCX, PPTX) via a custom portal or API. 2. Data Collection: LlamaParse converts complex document layouts into clean Markdown, preserving tables and financial structures. 3. Processing: The workflow generates a unique "Deal ID" based on filenames to ensure data isolation and implements a caching layer via Pinecone to avoid redundant parsing. 4. Intelligence Layer: - Web Enrichment: The workflow derives the target company name and uses Decodo to scrape official websites for "About" and "Commercial Risk" data. - Multi-Query RAG: An OpenAI-powered agent executes six specific retrieval queries (Financials, Risks, Business Model, etc.) to gather evidence from all sources. 5. Output & Delivery: Analysis is mapped to a structured template, rendered into a professional HTML report, and converted to a high-quality PDF using Puppeteer. 6. Storage & Logging: The final report is uploaded to Cloudflare R2, and a public, secure URL is returned to the user instantly.