Expand Diligence Beyond the Financial Statements
BYOD, Bring Your Own Data, lets you upload additional deal datasets alongside your management accounts and apply structured analytical playbooks to generate insights, red flags and repeatable analysis in minutes. No manual structuring. No rebuilding from scratch on every deal.
What Is BYOD
Upload Any Dataset. Apply a Playbook. Get Structured Analysis.
Most deal teams rebuild the same analysis from scratch on every transaction. BYOD changes that. Upload your dataset, select a playbook and the platform does the heavy lifting.
The Problem
The Same Analysis Gets Rebuilt on Every Deal
Modern financial due diligence goes far beyond the P&L. Deal teams routinely analyse additional datasets including customer revenue files, operational exports and sector-specific KPI packs. Today that work gets rebuilt manually on every transaction, structuring spreadsheets, calculating KPIs and drafting commentary from scratch. The result is inconsistency, wasted time and unnecessary pressure during live deals.
The Solution
Upload. Apply a Playbook. Get Structured Analysis.
BYOD — Bring Your Own Data — expands the platform beyond core financial inputs. Users can upload structured datasets alongside management accounts and apply predefined analytical playbooks to generate structured outputs instantly.
Upload. Apply. Analyse.
BYOD
Playbook-Driven Analysis
Each dataset is analysed through a Playbook — a structured analytical template aligned to a specific scope area.
Each Playbook:
- Asks predefined diligence questions
- Calculates relevant KPIs
- Identifies anomalies and unusual movements
- Flags potential risks
- Generates structured insights and management questions
This is not freeform AI querying. It is controlled, repeatable analysis with defined guardrails.
BYOD
Playbook-Driven Analysis
Each dataset is analysed through a Playbook — a structured analytical template aligned to a specific scope area.
Each Playbook:
- Asks predefined diligence questions
- Calculates relevant KPIs
- Identifies anomalies and unusual movements
- Flags potential risks
- Generates structured insights and management questions
This is not freeform AI querying. It is controlled, repeatable analysis with defined guardrails.
BYOD
Custom Questions and KPIs
Every deal is different. BYOD allows users to define additional questions and custom KPIs.
Users can introduce formulas and apply calculations consistently across periods, supporting sector-specific and deal-specific interrogation without sacrificing structure.
BYOD
Structured Outputs
BYOD generates outputs aligned to the wider platform workflow:
- Tables and data summaries
- KPI tiles
- Red flags and anomaly indicators
- Draft insights
- Management questions
Teams move from raw dataset to structured insight in minutes — not hours.
BYOD
Why It Matters
BYOD widens the scope of what the platform can address. It supports sector-specific analysis, standardises dataset interrogation, and enables firms to embed repeatable analytical methodologies into every transaction.
The result is faster insight, greater consistency, and more defensible diligence.
Launch with ease
Bring Structure to Every Dataset
Bring your own data. Apply structured playbooks. Generate repeatable, defensible analysis — built for modern deal teams.
