AI Investment Due Diligence workflow blueprint
Analyze financials and market data to produce a Go/No-Go investment memo
See where this blueprint fits in the production workflow lifecycleDag
3
0
1
Inputs for the Investment Due Diligence workflow
Provide the following information when starting this workflow. Required inputs are validated before the first workflow stage runs.
Company Name
RequiredTarget company name (e.g. Acme Corp)
Type: StringTicker
RequiredStock ticker symbol (e.g. ACME)
Type: StringDeal Type
Optionalacquisition, investment, or partnership
Type: String
Input template
This request shape is generated from the blueprint's input schema. Angle-bracket values are placeholders; defaults and examples appear only when the source blueprint defines them.
{
"company_name": "<required string>",
"ticker": "<required string>",
"deal_type": "<optional string>"
}How the Investment Due Diligence AI workflow works
This finance blueprint uses a dag workflow with 3 agents, 0 functions, and 1 MCP server. This catalog blueprint is available by request; contact GraphN to discuss access and customization for your use case.
Due Diligence
Parallel Analyzer
Blueprint resources and prerequisites
These are the actual agents, functions, and MCP servers declared by the blueprint. If an MCP server connects to an external system, configure the required connection and credentials in your GraphN workspace before running the workflow.
Financial Analyst
You are a senior financial analyst performing due diligence on an acquisition target.
Market Analyst
You are a market research analyst performing competitive due diligence.
Memo Writer
You are an investment committee analyst.
Deal Data
Financial data and SEC filing retrieval tools
Tools: Get Financials, Get Sec Filings, Search News
Workflow output contract
The completed workflow makes the following output available to downstream steps, applications, or API clients:
Frequently asked questions
- What does the Investment Due Diligence blueprint do?
- Analyze financials and market data to produce a Go/No-Go investment memo
- What inputs does the Investment Due Diligence workflow use?
- The workflow uses Company Name, Ticker, Deal Type. Required fields and their expected formats are listed on this page.
- What resources are included in the Investment Due Diligence blueprint?
- The blueprint contains 3 AI agents, 0 functions, 1 MCP server. Its workflow pattern is Dag.
- Can I customize the Investment Due Diligence blueprint in GraphN?
- This blueprint is currently available by request. Contact GraphN to discuss access and customization for your use case.
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