Photon Diligence Suite

Automate investment memo creation. Get a highly customized analysis of your target companies with a click of a button.

What is the Diligence Suite?

We automate your diligence report curation for your companies, both public and private. Generate reports based on the data you want, both from curated web sources and internal repositories.

With this suite, your tedious investment memo generation process will become as easy as a button click and can be customized to address your exact pain points.

How it Works

User-friendly flow to seamlessly generate custom templates and produce reports in two simple steps.

Step 1

Create Templates

Choose what you want to see in your diligence report, and which sources you want to see them from.

Step 2

Add Companies

Enter your companies of interest, and select a template. Sit back and wait a few minutes. You’ll have an awesome report powered by our proprietary AI.

Powerful Feature Benefits

With the report generation suite, users can supercharge their investment due diligence process.

Highly Customizable - Both Internal & External Data

Parameterizable data source and timeframe specification, from both internal and external information, fine-grained user control to automate workflows.

With the diligence suite, users can finetune their reports to their exact preferences, whether it be which data to use, what categories to include, and more.

Photon Automated Diligence Category Section

Multiple Unique Templates

Create multiple unique templates for different categories of companies, such as public sector, private firms, micro-cap, and more.

While creating templates, users can specify exactly what attributes they want - for instance, they can ask whether the company is facing risks with data privacy, or if an organization is susceptible to macro factors.

Editable and Shareable

Download the report in a myriad of formats, including PDF or as an editable Word doc, and share documents with appropriate parties.

Also included is a white labeling option, where you can mass share the reports (having your customized branding) with your clients.

Photon Automated Diligence Report Viewer

Automate Your Diligence

Research a company in minutes. Cover essential aspects of the organization to inform stakeholders and potentially make better decisions.

Photon Insights Financial Research - Background

Time Saving

Creating reports that would normally take days requires only the click of a button.

Accuracy

Photon reduces the inevitable human error and surfaces signals hidden in data.

Productivity

With the immense ease of report creations, analysts are freed up to do more essential tasks.

Precise Reports

Your memos will be curated to your specific preferences.

See a Sample Diligence Report Now

Note: This report is highly customizable to your preferences

Download Sample Report