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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 lifecycle
Analysis
Finance
Due Diligence
Multi Step
Request access
Pattern
Dag
Agents
3
Functions
0
MCP servers
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

    Required

    Target company name (e.g. Acme Corp)

    Type: String
  • Ticker

    Required

    Stock ticker symbol (e.g. ACME)

    Type: String
  • Deal Type

    Optional

    acquisition, 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.

  1. 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.

AI agent

Financial Analyst

You are a senior financial analyst performing due diligence on an acquisition target.

AI agent

Market Analyst

You are a market research analyst performing competitive due diligence.

AI agent

Memo Writer

You are an investment committee analyst.

MCP server

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:

Analyzer

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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