Kicking Off a Due Diligence Workspace

The Due Diligence Workspace helps deal teams review virtual data room (VDR) content, identify key materials, run AI-powered diligence analysis, 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.

Follow the steps below to begin:

Step 1: Launch the Due Diligence Card

• Open Generative Search.
• Find the Due Diligence Workspace card under AlphaSense Agents.

Step 2: Upload VDR Documents

• Select the VDR documents you want to analyze.
• Click Add Documents.

Step 3: Review the Live Diligence phase

• Review and Select the agents you want to run.

Step 4: Review the Output Generation Phase

• Review and select the agents you want to run.

Step 5: Create the workspace

• Select Run Agents & View Workspace. 

After you complete the setup, the workspace opens automatically. Agents show a loading state while the agents run. When an agent finishes, open the result to review the generated output.

How to Review VDR content

• Open your Due Diligence Workspace.
• Select View under VDR Content Overview.
• Review the document categories, key documents, and coverage summary.
• Review the critical items surfaced for immediate review.
• Review the potential gaps or missing materials.
• Copy the follow-up diligence request list into your own email or working document.

Run diligence agents

• Open your Due Diligence Workspace.
• Go to the live diligence phase.
• Choose one or more diligence agents, such as Business Overview, Customer Overview, or Risks Analysis.
• Run the agent.
• View the output.
• Use the cited documents to drill into the underlying VDR materials.

Create a custom agent

• Open your Due Diligence Workspace.
• Select + New Agent to create a custom agent.

• Enter a clear title, such as Financial Analysis or Competitive Analysis.
• Add instructions that describe the analysis you want the agent to perform.
• Choose the content source.
• Select the diligence phase where the agent belongs.
• Save and run the agent.

Learn more about how to effectively craft Custom Agents in AlphaSense.

Use AlphaSense Workflow Agents in a diligence workspace

• Open your Due Diligence Workspace.
• Select All Workflow Agents to access the Workflow Agent Library from inside the workspace.

• Choose the workflow agent you want to run.
• Run the agent.
• Review the thread inside the workspace.

Use workflow agents when your diligence process requires external or public-company context, such as public comparables, company primers, or market research.

Notes and limitations

• The Due Diligence Workspace is currently accessed from the Due Diligence Workspace card on the GenSearch homepage.
• The prebuilt deal agents are only available inside the Due Diligence Workspace.
• The prebuilt agents rely on ingested VDR content for context.
• Custom agents created in the Due Diligence Workspace remain tied to that workflow.
• The first version focuses on qualitative diligence. Additional financial analytics capabilities may be added over time.