In-house, outsourced, or both?

    Should corporate development run due diligence in-house or outsource it?

    Most corporate development teams do both: they run early screening and commercial research in-house, then engage advisers for specialist areas such as legal, tax and financial review. Reuben AI helps the in-house team research targets, trace every finding to its source and give advisers one current record to work from.

    The problem today

    • Advisers are engaged before the team knows the deal is worth it.
    • Adviser findings arrive in separate reports.
    • The internal team loses the thread between workstreams.

    How Reuben AI helps

    Earlier conviction. The team tests the deal before committing adviser spend.

    One record. Internal and adviser findings sit together.

    Clear scope. Advisers are briefed on the open questions that matter.

    What usually stays in-house

    • Target screening and fit
    • Market and competitor research
    • Strategic rationale
    • Steering committee reporting

    What is usually outsourced

    • Legal review
    • Tax review
    • Financial and accounting review
    • Specialist technical review

    What you get

    • Screening summaries
    • Adviser briefs
    • Combined diligence findings

    Security and trust

    • Client data is isolated, with access control and an audit trail on every record.
    • Data residency is available in APAC, EMEA or the Americas.
    • Every finding is fully sourced and marked verified or cross-checked.
    • People make the decisions. Reuben AI does not give investment advice.
    How Reuben AI secures and governs data

    Frequently asked questions

    Related