Partner archetype

Decision infrastructure for due diligence platforms

A due diligence platform owns the workflow its clients use to review an opportunity. Reuben AI adds a living record underneath: findings traced to their source, evidence gaps flagged, and the reasoning carried into the committee decision. The platform keeps its brand and its client relationship.

Due diligence platforms help investors and advisers work through documents, questions and checklists. The review itself is usually well supported. What tends to be missing is continuity: findings sit in one place, the committee discussion in another, and the reasoning behind the final decision is hard to find later.

Reuben AI keeps diligence as one record that stays current. Each finding is traced to the document or source behind it, gaps are visible before the committee meets, and the decision and its rationale stay attached to the evidence. Diligence can run at the asset, deal, vehicle, fund, manager and portfolio level, linked in one record.

What you already own

The review workflow and checklists clients already use
Document handling and access for each engagement
The client relationship and the commercial terms

What is missing today

Findings traced to their source, so clients can defend them
Visible evidence gaps before a committee meets
A retained record of the decision and why it was made
Diligence that stays current after the first review

How the layer applies

Research and decisioning

Check each opportunity against the client's written mandate before deep review starts.

Diligence and evidence

Produce findings traced to their source, with gaps flagged for follow-up.

Transaction and onboarding workflow

Carry the reviewed record into the committee and the steps that follow.

Portfolio and reporting operations

Keep diligence live after the decision, so reviews start from the existing record.

Integration surface

Embedded components inside the review workspace
API for documents in and findings out
Webhooks on finding and decision events
SSO against the existing client identity

Client and platform inputs

Mandates, documents, data, questions and prior decisions enter one governed record.

Research and screening

Living diligence

Investment committee

Ownership and review

One fully sourced decision record

Evidence, questions, committee decisions and later changes remain connected, and findings roll up from each holding to the full portfolio.

What your clients get

Research and thesis fit

Diligence findings at asset, vehicle, fund and manager level

IC memo and decision record

Monitoring and portfolio reporting

Your platform keeps the brand and client relationship. Reuben AI provides the continuing decision layer underneath.

Questions from this archetype

Does Reuben AI replace our review workflow?

No. Your platform keeps its workflow and interface. Reuben AI adds the record underneath, so findings, evidence and decisions stay linked.

Is each client's data kept separate?

Yes. Data is isolated per client workspace and is not shared across clients.

How do we start a partnership conversation?

Book a partnership conversation and we will scope the integration and commercial terms with your team.

Start a partner conversation Integration detail