Due Diligence Workspace Overview

Streamline deal reviews, surface key insights, and generate investment-ready outputs all in one place

• What is the Due Diligence Workspace?
• Why use the Due Diligence Workspace?
• How the Due Diligence Workspace works
  • Phase 1: Review VDR content
  • Phase 2: Run live diligence
  • Phase 3: Generate outputs
• Agent types in the Due Diligence Workspace
  • Pre-built diligence agents
  • Custom agents
  • AlphaSense Workflow Agents

What is the Due Diligence Workspace?

The Due Diligence Workspace helps deal teams review virtual data room (VDR) files and other internal content, identify key materials, run AI-powered due diligence analysis, query against AlphaSense's premium content library, and generate outputs for investment committee materials.

The workspace guides you through a structured diligence process: upload deal documents, review the available VDR content, run purpose-built diligence agents, and create outputs you can use in investment memos or follow-up requests.

The Due Diligence Workspace is designed for teams that run structured deal due diligence workflows, including:

• Private equity teams
• Corporate development teams
• Consultants
• Investment banking teams.

Why use the Due Diligence Workspace?

Due diligence often requires teams to review hundreds or thousands of documents, understand what the seller provided to identify missing materials, conduct deep analysis of a potential opportunity, and prepare findings  for investment decisions.

The Due Diligence Workspace helps you:

• Get oriented quickly across a large VDR.
• Understand what documents are available.
• Identify potential gaps or missing materials.
• Run standardized diligence analyses.
• Create reusable custom agents for firm-specific workflows.
• Generate outputs that support investment memos and follow-up requests.

The workspace uses uploaded VDR content as context for its agents. This context helps the agents produce deal-specific outputs instead of generic analysis.

Note: Access to the Due Diligence Workspace is currently available through the AlphaSense Agents cards at the bottom of the Generative Search homepage or from the AlphaSense Workflow Agents Library.

How the Due Diligence Workspace works

The workspace follows three phases of the diligence process.

Phase 1: Review VDR content

In the first phase, you upload or ingest the documents you want to analyze. The VDR Content Overview agent reviews the uploaded materials and helps you understand:

• What content the VDR contains
• Which document categories are available
• Which documents may require immediate review
• What materials may be missing
• What follow-up diligence requests you may need to send

The VDR Content Overview can generate a follow-up diligence request list that you can copy into an email to request more information from the sell-side team.

Phase 2: Run live diligence

In the second phase, you run analysis agents against the VDR content. These agents help you understand the opportunity and prepare for an investment decision.

The initial set of prebuilt diligence agents includes:

The Business Overview agent helps teams get a first-pass understanding of the business without manually reading every VDR document. Users can then drill into specific documents or sections for deeper analysis.

The Customer Overview agent helps teams quickly understand the acquisition target's customer base, covering ICP, industry verticals, revenue, and customer concentration. Users can flag missing data and generate a follow-up diligence request.

The Risks Analysis agent helps surface potential blind spots and provides supporting rationale and document citations for risk areas.

Phase 3: Generate outputs

In the third phase, you generate outputs based on the uploaded VDR content and prior analysis. These outputs can support investment committee materials, investment memos, or other deal documents.

The initial output-generation agents include:

• Expert Insights & Quotes
• Key Customer Profile
• Management Team Profile

When you turn on these agents, the workspace generates outputs you can review, edit, and copy into your own materials.

Ready to get started? Read our article to learn how to kick off a due diligence workspace, then put it into practice with our step-by-step course.

Agent types in the Due Diligence Workspace

The workspace includes three types of agents.

Pre-built diligence agents

Diligence agents are prebuilt agents designed specifically for the Due Diligence Workspace. You can only use these agents inside the Due Diligence Workspace because they rely on the VDR content you ingest during setup.

Custom agents

Custom agents let you tailor the workspace to your firm’s diligence process. Use a custom agent when the prebuilt agents do not cover a specific workflow, market focus, investment strategy, or recurring question set.

For example, you can create a custom agent for:

• Financial analysis
• Competitive analysis
• Private credit analysis
• Sector-specific diligence questions
• Firm-specific investment committee checks
• Deliverables, such as a report of Investment Memo presentation

To create a custom agent, click New Agent and add a title, enter instructions, choose the content source, select the due diligence phase, and save the agent. You can also use Enhance instruction to refine the prompt.

Note: Custom agents remain available in future Due Diligence Workspaces, so teams can reuse firm-specific workflows across deals. These agents remain specific to the Due Diligence Workspace and do not appear in the main agent library.

AlphaSense Workflow Agents

You can also access the broader workflow agent library from inside the Due Diligence Workspace. This helps when you want to combine private deal materials with public market or company context.

For example, if you review a private direct-to-consumer company, you may use workflow agents to research public comparables or related market insights. When you launch a workflow agent from the Due Diligence Workspace, the thread stays inside that workspace instead of appearing separately on the Generative Search homepage.