Can due diligence be embedded into an existing investor platform?
Last reviewed: 18 September 2026
Yes, and there are four distinct ways to do it. White label puts the full diligence experience under your brand. Components place specific surfaces, such as an evidence panel or a memo view, inside pages you already own. An API keeps the interface entirely yours and treats diligence as a service your systems call. Agent access exposes the same capability to assistants you operate, so they answer from sourced findings rather than generated prose. The choice is a question of how much of the experience you intend to own, and the integration itself starts with mapping which system stays authoritative for which entity.
Platforms rarely need a new destination. They need depth behind a surface their users already trust. That is why replacement is usually the wrong framing: a marketplace, registry, administrator or adviser network already has a warehouse, a data model and systems of record that are not moving.
So the first substantive piece of work is coexistence, not migration. Which system is authoritative for the entity, the investor and the position. How identifiers reconcile. Where the diligence record is written so it attaches to your entities instead of forking into a parallel truth. Getting that mapping agreed before scope is what separates integrations that ship from ones that stall in architecture review.
The second is the review. Institutional integrations are decided by vendor and security assessment, not by the demo, and the questions are predictable: data isolation between organisations, role-based access, logging and access exportability, subprocessors, residency and exit. We answer those directly, including where a control is absent.
How Reuben AI compares
Embedding options compared on ownership of the experience.
| Attribute | Reuben AI | Components | API |
|---|---|---|---|
| White label | Full experience under your brand | Selected surfaces in your pages | No Reuben AI interface at all |
| Who your users see | You | You | You |
| Agent and assistant access | Available, inheriting the same access controls | Available alongside the UI | Available as a service call |
| Typical first step | Scoped pilot on one segment and one workflow | One page, one surface | One workflow behind your interface |
Frequently asked questions
Do we have to move data out of our warehouse?
No. The layer coexists with it. System-of-record ownership per entity and identifier reconciliation are agreed during integration mapping.
What does the vendor review pack cover?
Data isolation and access-control design, logging and access-export detail, subprocessor and residency information, integration architecture and the pilot scope. Absent controls are stated rather than omitted.
How small can a first integration be?
One investor segment and one workflow, with a defined evidence output and a clear success test. That tells both sides more in weeks than a long architecture exercise.
Is Reuben AI SOC 2 certified?
No. We do not claim it. Reviews focus on data isolation, access control, logging and residency, and we answer those questions directly.
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