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Due Diligence Workflow

Investor due diligence management with data room setup, request tracking, and information provision

Complexity: Complex | Duration: 30m+ | Category: Professional/Hr

Tags: #due-diligence #fundraising #data-room #investor #security

Workflow Diagram​

Steps​

Step 1: Setup virtual data room​

Agent: due

diligence-coordinator - Configure secure portal (e.g., DocSend, Intralinks)

Step 2: Organize documents​

Agent: documentation

writer - Create folder structure (legal, financial, product, team)

Step 3: Populate data room​

Agent: team (multiple agents)

Upload articles of incorporation, cap table, financials, contracts, IP, etc.

Step 4: Grant investor access​

Agent: due

diligence-coordinator - Invite investors, set permissions

Step 5: Track document requests​

Agent: due

diligence-coordinator - Log additional items investors request

Step 6: Respond to queries​

Agent: subject matter experts

Answer investor questions on product, financials, legal

Step 7: Update documents​

Agent: documentation

writer - Add new materials as requested

Step 8: Monitor access​

Agent: security

specialist - Track who viewed what, ensure confidentiality

Usage​

To execute this workflow:

/workflow professional/hr/due-diligence-workflow.workflow

See other workflows in this category for related automation patterns.