Investables.ai
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Due diligence · Due diligence software

AI due diligence software for investment and financial due diligence on any asset

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Thesis, bull and bear case, key metrics, comparables and risk flags, synthesized into one structured tear-sheet.

Thesis

Bull case

Bear case

This name is not publicly listed, so there is no market data to show. The card covers the thesis, both sides of the argument and the risk flags.

Key metrics

Comparables

Risk flags

Market data from public sources. Informational only, not financial advice. Qualitative card, no public market data for this name. Informational only, not financial advice.

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Angel investor meeting two startup founders across a table

Diligence done well is methodical: understand the business, check the numbers, map the competition, and surface every red flag before you commit. Done by hand across many opportunities, that discipline is hard to keep, and shortcuts creep in exactly where they hurt most.

There is a second problem, which is that "due diligence software" describes at least four different products. A virtual data room moves documents between a seller and a buyer. A document-intelligence platform answers questions across those documents. A deal CRM tracks the pipeline. And a research tool like this one builds the analytical case on the asset itself. Buyers who compare them on one feature list end up disappointed, because they were never solving the same job. The table further down maps the categories so you can work out which one you are actually shopping for.

Investables.ai is the analytical layer. Point it at any investable asset, a stock, ETF, crypto token or startup, and it returns a consistent diligence card: the thesis, the bull and bear case, the key metrics and comparables, and a clear list of risk flags. You run more diligence with the same rigor on every name. It is informational research to support your own diligence, not investment advice.

STOCKS ETFS CRYPTO STARTUPS

Both sides bull and bear

Risk flags on every card

The short answer

What is AI due diligence software?

AI due diligence software uses language models to read source material and produce structured diligence output instead of a pile of documents. In practice it splits into two jobs: reading a private data room and answering questions across it, or analyzing a public asset and building the case for and against it. Investables.ai does the second, turning any ticker, ETF, crypto token or startup into a diligence card with thesis, bull case, bear case, metrics, comparables and risk flags.

Why it works

What structured due diligence software gives you

Consistent every time

Every asset runs through the same structured diligence card, so nothing gets skipped because you were short on time. The tenth name of the week gets the same treatment as the first, which is exactly where manual process breaks down.

Red flags up front

Leverage, concentration, governance and disclosure risks are surfaced early, so problems show up before, not after, you commit. Each flag is a question to answer rather than a verdict, and the card says which line item it came from.

Any asset class

Stocks, ETFs, crypto and startups all flow through the same process, so your diligence standard holds across your whole pipeline instead of varying by what you happen to be looking at.

What you get

The analytical layer, not another document repository

A data room moves files between a seller and a buyer and a deal CRM tracks the pipeline. This one forms the view on the asset itself: what the business does, what the numbers say, who it competes with and what could go wrong.

  • Builds a structured diligence card for any asset
  • Summarizes the thesis and the counter-thesis
  • Surfaces metrics, comparables and valuation context
  • Lists risk flags and open questions to chase down
  • Keeps the same rigor across every name you review
  • Costs $49 to $249 a month rather than a quoted enterprise contract
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NVDA NVIDIA Corp.

Thesis

Dominant AI accelerator supplier. The debate is the durability of data-center demand versus a cyclical capex peak.

Bull

CUDA moat, near-monopoly share

Bear

Customer concentration, cycle risk

1D · 1Y · 52W 10-K · 10-Q 3 risk flags

Side by side

Due diligence software compared by the job it actually does

There is no single best due diligence platform, because these tools were built for different problems. Prices checked August 2026. Most enterprise vendors in this space quote only, so those rows say so rather than guess.

Tool Category What it is built to do Price (checked August 2026)
Investables.ai Asset analysis Turns a public ticker, ETF, crypto token or startup into a structured diligence card: thesis, bull case, bear case, metrics, comparables, risk flags $49, $79 or $249 per month. No free plan
Datasite Virtual data room Hosts and controls the documents both sides exchange during a deal, with audit trails and permissioning Quote only, priced per deal or per project
Hebbia Document intelligence Runs many questions across many documents in a data room and returns cited, exportable answers in a grid Quote only, enterprise contracts
Kira Systems Contract analysis Extracts clauses and provisions from contracts at volume for legal diligence Quote only
AlphaSense Research search Searches filings, transcripts, broker research and expert call notes across the market Quote only. Reported $10,000 to $20,000 per seat per year
Intapp DealCloud Deal CRM Tracks the sourcing pipeline, relationships and deal stages rather than analyzing any single asset Quote only

Investables.ai does not host or read a private data room, and it is not a substitute for legal or accounting diligence on a private transaction. It covers the public-market analytical work: what the asset is, what the numbers say, how it compares to peers, and what could go wrong. It is informational research, not personalized investment advice. Verify figures against primary sources before acting.

Why Investables.ai

Diligence that stays methodical when the pipeline gets busy

The shortcuts creep in on the twelfth opportunity of the month, not the first. Running every name through the same structured read means the fifth-ranked deal gets the same red-flag check as the one you already like.

Both sides, every time

The bull case and the bear case sit side by side, so you weigh the argument instead of reading a single take. Informational only, never a recommendation.

Risks on the page

Valuation, concentration and regulatory risks are flagged explicitly, so the downside is visible up front rather than buried in a footnote.

Faster diligence

A structured first pass in seconds means you spend your time on judgement, not on gathering, across stocks, ETFs, crypto and startups.

Good questions

Questions about due diligence software

AI can do the reading, structuring and first-pass analysis of due diligence very well, and it cannot do the judgment. It reliably summarizes a business, names the comparables, builds both sides of the argument and flags where the numbers raise questions, consistently, on every name. What it cannot do is decide whether a risk is disqualifying for your mandate, verify a claim against a source you have not given it, or take responsibility for the outcome. Treat it as an analyst who prepares the file, not one who signs off on it.
It depends entirely on which part of diligence is your bottleneck. If you are drowning in a private data room, a document-intelligence platform like Hebbia is the category you want. If the bottleneck is legal contract review, that is a clause-extraction tool. If it is finding and analyzing public comparables and building the case on the asset itself, that is what Investables.ai does. Buyers waste months comparing tools from different categories on a single feature grid.
Enterprise diligence platforms are almost all quote-only, and the reported ranges run from several thousand dollars per deal for a data room to $10,000 to $20,000 per seat per year for research search platforms. Analytical research tools are far cheaper because they license fundamental rather than real-time or proprietary data. Investables.ai is $49, $79 or $249 a month depending on volume, with no procurement process and no annual commitment.
A virtual data room is storage and access control: it holds the documents a seller shares with a buyer, tracks who opened what, and manages permissions. It does not analyze anything. Due diligence software in the analytical sense reads material and produces conclusions, comparisons and flags. Many deals need both, and the two are frequently confused because vendors in the data room category market themselves as diligence platforms.
There is no single best one, because the label covers four different products. If you are sharing confidential documents with a counterparty, the answer is a virtual data room such as Datasite, Intralinks or Firmex. If you are reading a data room someone else built, it is a document-intelligence platform. If you are tracking a pipeline of opportunities, it is a deal CRM such as DealCloud or Affinity. If you are building the analytical case on the asset itself, it is a research tool like Investables.ai. Buyers who compare all four on one feature list end up disappointed, because they were never solving the same job.
Financial due diligence software supports the quality-of-earnings side of a deal: verifying that reported revenue and profit are real and repeatable, normalizing for one-off items, checking working capital and cash conversion, and testing whether the numbers in a management deck survive contact with the underlying records. For private targets that work runs on the data room and is usually done by an accounting firm with document-intelligence tooling. For public assets the source material is already filed, which is the case Investables.ai handles with a written first read, labeled risk flags and, on Pro and Team, the latest filings linked.
A due diligence platform is a single system where a deal team runs the process end to end instead of stitching together a data room, a spreadsheet checklist and an email thread. In practice most platforms lead with one strength and add the rest: document hosting with permissions, request and checklist tracking, question and answer workflow between buyer and seller, and reporting on what is outstanding. They are built around private transactions. A public-market research tool is a different category and does not replace one.
Operational due diligence, usually shortened to ODD, examines how a business or fund actually runs rather than what it earns: systems, controls, key-person dependency, compliance, vendor concentration and business continuity. Allocators run it on fund managers before committing capital, and acquirers run it on targets before closing. The tooling is mostly questionnaire and workflow software that collects standardized responses and evidence, which is a different job from analyzing an asset financially.
The phrase is used two ways and they point at opposite products. Investors doing diligence on opportunities want research and analysis tooling, which is the category Investables.ai sits in. Companies preparing to be diligenced by investors want a data room and a readiness checklist. If a vendor page does not make clear which side it serves, that is usually the first question to ask on the call.
Stocks, ETFs, crypto assets and startups. Investables.ai produces a consistent diligence card for each, covering thesis, bull and bear case, metrics, comparables and risk flags, so your process stays uniform across asset classes. For a private company with no public filings, the useful output is the comparable public companies and the sector read rather than a full card on the target itself.
No. It is informational due-diligence research, not personalized investment advice and not a broker-dealer. It organizes the evidence and flags the risks, but the judgment and the decision remain entirely yours. It does not issue ratings, price targets or recommendations, and every card presents the bear case alongside the bull case for exactly that reason.
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How investors run this analysis by hand

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Enter any ticker or asset and read the thesis, both sides of the argument and the risk flags in seconds. Built to make your own diligence faster. You decide, every time.

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