AI Due Diligence Request List Builder

WHAT IT DOES

AI Due Diligence Request List Builder is a specialized AI agent that transforms transaction details into comprehensive, structured due diligence request lists. When you provide transaction type, target company name, industry sector, deal size, jurisdictions, and areas of focus, the agent returns a complete request list. The output includes document categories organized by functional area (corporate, financial, legal, IP, tax, etc.), prioritized request items with high/medium/low urgency ratings, key areas of inquiry for each category to guide the diligence team, jurisdictional considerations highlighting location-specific requirements, and timeline phasing recommendations for efficient information gathering. This helps M&A professionals, legal teams, investment bankers, and corporate development teams build comprehensive and organized diligence checklists.

HOW TO USE

Using the agent is straightforward. Open it in BotSurf by selecting it from your agent list or using the quick-launch menu. Paste your OpenAI API key once when prompted — the agent stores it securely in your browser's local storage for convenience. Describe your transaction scenario by providing the transaction type, target company name and industry, deal size, relevant jurisdictions, and specific areas of focus for the diligence. Press the "Build Request List" button, and the agent generates your structured request list within seconds. Review the output, copy it, or use the "Use Page Selection" button to pull text from any highlighted content in the page for faster input.

WHAT IT SENDS

This agent sends exactly the text you type into the input box or the text you select from the page — nothing more, nothing less. It does not access your files, browser history, cookies, or any other data. It does not send metadata beyond what you explicitly provide. The only information transmitted to the AI service is your input text and your API key for authentication. Usage logs record run counts for billing purposes only; they do not store, log, or retain your transaction details, diligence categories, or any part of your request lists. The agent only processes your request when you press the button, and no background data collection occurs at any time.

SUBSCRIPTION

AI Due Diligence Request List Builder is available for $19.99 per month. New subscribers receive a 7-day free trial to evaluate the agent's capabilities and fit for their workflow. Each subscription includes 100 runs per month — sufficient for regular M&A and transaction support workflows. Unused runs do not roll over to the next month. You may cancel anytime through your BotSurf subscription settings, and cancellation takes effect at the end of your current billing period.

THE PANEL

The agent runs in BotSurf's standard panel interface. Drag the panel to any position on your screen, snap it to the edge for a clean workspace, or collapse it to a compact icon when not in use. Press Escape to close the panel instantly. The panel remembers your preferred size and position across sessions, making it feel like a natural extension of your desktop.

PLEASE NOTE

AI-generated content can be incorrect, incomplete, or misleading. Always verify any due diligence request list, category recommendations, or timeline suggestions with qualified legal counsel and advisors before deploying in a transaction. This tool provides analytical support and organizational assistance, not professional legal advice on due diligence scope, transaction risks, or deal structure. Users should consult qualified professionals for decisions affecting transaction execution, valuation, and risk allocation.