AI for Deal Diligence (Private, Evidence-Based)
Upload CIMs, NDAs, customer contracts, and financial exports. Extract key clauses, build a risk list, and ask questions with citations inside a private Vault + Desk workspace.
Built for private equity deal teams (and corp dev) running due diligence across contracts, NDAs, and debt docs.
Where This Fits in the Deal Workflow
Zedly accelerates document review at every stage.
CIM Review
Initial screening and key metrics
NDAs
Confidentiality terms and residuals
Customer/Vendor Contracts
CoC, assignment, termination risk
Debt Docs
Covenants, defaults, cure periods
IC Memo Outputs
Summaries, issue lists, exhibits
What It Does
Upload your deal documents and surface what matters for diligence.
Clause + Term Extraction
Pull Change of Control, Assignment, Termination, Indemnities, and other key provisions from contracts across the deal room.
Cross-Document Comparison
Find inconsistencies across contracts and exhibits. Compare customer agreements side-by-side to spot deviations and missing protections.
Diligence-Ready Outputs
Export summaries, issue lists, and deal memo inputs. Structured outputs you can share with the investment committee or outside counsel.
Why Zedly for Diligence
Built for deal teams who need speed, privacy, and verifiable outputs.
Private Vault + Desk
Keep deal docs organized in isolated workspaces. Return to a deal later with full context. Audit-friendly structure for compliance reviews.
Evidence / Citations
Every answer links back to the source passages. Click through to verify findings before adding them to your diligence report.
Repeatable Workflows
Save sessions and reuse prompts or checklists across deals. Build a playbook for NDAs, customer contracts, or debt docs.
Works Across File Types
PDFs, Word documents, Excel/CSV exports, and scans (where supported). No need to convert everything to a single format.
How It Compares
Not all AI tools are built for deal diligence.
| Feature | Generic Chatbots | Document AI Tools | Zedly Vault + Desk |
|---|---|---|---|
| Source citations | No | Sometimes | Yes (click-through) |
| Retention controls | No | Varies | Configurable per workspace |
| Cross-document comparison | No | Limited | Yes (portfolio-wide) |
| Saved sessions | No | Rarely | Yes (return to deals) |
| Exportable outputs | Copy/paste only | Some formats | Structured exports |
| No model training on your data | No guarantee | Check ToS | Never trained on |
Diligence Use Cases
Common workflows PE teams run with Zedly AI.
NDA Review
The Problem
Every deal starts with NDAs, but reviewing confidentiality terms, residuals clauses, and permitted disclosures across multiple counterparties takes hours. Miss a carve-out and you risk inadvertent disclosure.
What Zedly Does
Upload your NDAs and extract confidentiality scope, residuals provisions, term length, and permitted disclosure exceptions. Compare across counterparties to identify outliers or missing protections.
Example Prompts
Output
A table showing each NDA's confidentiality term, residuals treatment, and permitted disclosure carve-outs, with citations to the source language.
Change of Control + Assignment Risk
The Problem
Customer and supplier contracts often include change-of-control provisions that could let counterparties terminate or renegotiate post-close. These clauses hide in different sections with inconsistent language.
What Zedly Does
Scan all customer and supplier contracts for change-of-control triggers, assignment restrictions, and consent requirements. Surface which contracts require notification or consent before closing.
Example Prompts
Output
A risk matrix showing each contract's change-of-control treatment: silent, notice required, consent required, or termination right. Prioritized by revenue concentration.
Covenants & Defaults (Debt Docs)
The Problem
Credit agreements and debt documents contain complex covenant structures. Missing a financial covenant, change-of-control default, or cure period deadline creates post-close surprises.
What Zedly Does
Extract financial covenants, events of default, cure periods, and prepayment provisions from credit agreements. Summarize triggers and timelines in a structured format.
Example Prompts
Output
Covenant summary table with thresholds, testing dates, and cure periods. Events of default categorized by type with cross-references to related provisions.
Customer Concentration
The Problem
Revenue concentration in a few customers is a deal risk. Understanding renewal terms, termination rights, and auto-renewal provisions across top customers requires reading dozens of contracts.
What Zedly Does
Upload customer contracts and extract term length, renewal provisions, termination for convenience rights, and notice periods. Map contract stability across the customer base.
Example Prompts
Output
Customer contract matrix showing term expiration, renewal type, termination rights, and notice windows. Sortable by contract value or expiration date.
Commercial Terms
The Problem
Pricing structures, escalation provisions, MFN clauses, and service level commitments vary across contracts. Understanding the commercial landscape requires extracting and comparing terms across the portfolio.
What Zedly Does
Extract pricing terms, escalation mechanisms, most-favored-nation provisions, and SLA commitments. Identify contracts with unusual terms or aggressive customer protections.
Example Prompts
Output
Commercial terms summary showing pricing structure, escalation caps, MFN exposure, and SLA commitments by customer or contract.
Litigation / Compliance Review
The Problem
Compliance obligations, notice requirements, and data handling clauses create post-close liability. Litigation-related provisions (indemnities, dispute resolution, venue) affect deal risk allocation.
What Zedly Does
Extract compliance obligations, data handling requirements, indemnification provisions, and dispute resolution mechanisms. Surface contracts with unusual liability exposure or jurisdiction risks.
Example Prompts
Output
Compliance and litigation summary showing data obligations, indemnity scope, liability caps, and dispute resolution terms with risk flags.
Diligence Prompts (Copy/Paste)
Start with these prompts. Click to copy.
Free Diligence Resources
Download these to accelerate your next deal.
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We just sent the Prompt Pack to your email.
📝 Diligence Prompt Pack (PDF)
50+ copy/paste prompts for NDA review, change-of-control analysis, covenant extraction, customer contract triage, and more.
We'll email the download link. No spam.
✓ Check your inbox!
We just sent the Checklist to your email.
📋 Change of Control Checklist
One-page checklist for identifying CoC and assignment risk across customer and vendor contracts. Print it, use it on every deal.
We'll email the download link. No spam.
Trust & Security
Deal documents require serious data handling.
Encryption
Data encrypted in transit and at rest. Your deal documents are protected throughout the analysis workflow.
Retention Controls
Configurable retention policies. Delete deal workspaces when diligence is complete, or keep them for reference.
Access Controls
Workspace isolation and team permissions. Deal documents stay within your organization's boundaries.
SOC 2 aligned controls. Your documents are not used for model training. Zedly AI provides document analysis tools, not legal or financial advice. Always verify extracted information and consult qualified professionals for legal and investment decisions.
Frequently Asked Questions
Run One Deal Doc Set Today
Upload your CIM, customer contracts, or debt docs and see what Zedly extracts. Private workspace included.