Flow 01
Target screening sweep
Run a first-pass screen over a list of targets with one rubric. Each company gets the same five-question pass and the same length, so the comparison is apples-to-apples rather than whoever-had-time-to-dig.
Use case · For deal teams
AI for due diligence that stays consistent.
Inconsistency is the bug; a repeatable workflow is the fix. Run the same question set, source breadth and output length across every target in a pipeline, and keep each finding traceable to the document it came from.
04
Workspaces
04
Moves
02
Workflows
askFinz · deal teams
01Apply one rubric to every target
02Read the document room
03Check the public record
04Keep the trail
research·search·news·storage
one workflowone workspace
What you can do
Four moves, one workspace.
- 01Apply one rubric to every targetBranch the same diligence question set per company so each gets the same depth — no target gets the thin treatment.
- 02Read the document roomUpload the data-room files and search across them semantically; pull the clause or figure, not the 200-page PDF.
- 03Check the public recordSweep deduped news clusters for litigation, leadership churn and the stories that don't make the management deck.
- 04Keep the trailEvery finding lands in versioned storage with its source attached — the diligence file defends itself in a later review.
The stack under the work
The workspaces this job runs on.
Example workflows
What it looks like end to end.
Flow 02
Red-flag pass
Before the IC, run a focused red-flag pass — litigation, related-party transactions, going-concern language and adverse press — with each flag linked to the page or article that raised it.
Questions
Frequently asked.
- Can askFinz read a data room?
- Upload the data-room documents and they become a searchable index; you can ask questions across the whole set and get back the specific clause or figure with its source.
- How does it keep diligence consistent across targets?
- You run the same question set as a repeatable workflow, so every target gets the same rubric, source breadth and output length — consistency is enforced by the workflow, not by memory.
- Is the output auditable?
- Yes. Findings are stored with their source documents attached and versioned, so a reviewer can trace any conclusion back to the page it came from.
For deal teams
Put it to work.
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