← Back to Regnor Knowledge Earlier sample · Software company due diligence

Due diligence where every figure keeps its source.

An early sample built from public listing documents, annual reports and deal filings on vertical software companies: 13 companies from Toast to ServiceTitan, 12 deal write-ups, 11 market maps and 5 investment views. Every figure carries its reporting period and points back to the filing it came from.

139linkedpages
12dealmemos
13companyprofiles
71sourcesummaries
20/20automatic checkspassed
The product today · Nº 01

From a line in a document to a cited answer.

A 20-second look at the product as it works today: a line in a document becomes a checked page, and a question gets an answer that cites it.

How it was built · Nº 03

From public sources to linked, checked pages.

We started from listing documents, annual reports and deal filings, all of them public, and turned them into a set of linked pages a team could read and question. In plain terms, it took four steps.

01 - Gather the sources

We collected the public listing documents, annual reports and deal announcements for 13 vertical software companies and the investors behind their deals.

02 - Read and organise

Each filing was read once, carefully, and its facts were sorted into pages for each company, deal, market and person, so figures from different years never get mixed up.

03 - Link and compare

A company that appears in its own filing, a buyer’s announcement and a market map gets one page that brings them together, with each source cited.

04 - Check before saving

Every figure was checked against its filing and kept with its reporting period. Anything uncertain was flagged instead of guessed.

How we kept it honest

Investment views are kept separate from the facts they rest on, so a reader can always see which parts are reported numbers and which parts are opinion.

The result: 139 pages: 13 companies plus the investors behind their deals, 12 deal write-ups, 11 market maps, 9 people, 5 investment views, 4 pages that pull themes together and 71 source summaries. Built in about a day.

What has changed since · Nº 04

What the product does today.

This sample was built with an earlier version of our process. The same idea, every fact traced to its source, now runs as a complete product your team uses every day:

  • A private chat for your team, on desktop and phone, that answers only from your own documents.
  • Every page checked sentence by sentence against the original before anyone can use it. Anything that cannot be checked is held back and flagged.
  • Every answer cites its sources, and one click opens the exact passage. A second automatic check marks any point its source does not clearly support.
  • Each team sees only its own files, and changing anyone’s access needs an owner’s approval by email.
  • Set up on your own accounts, with documents added by upload or from Google Drive.

Our first live pilot, a wellness brand selling globally, now has 564 verified pages built from 50 of its documents, including the full set of regulations its products fall under. Watch the 20-second film to see it work.

Want this for your own deal flow?

Start with a paid trial on 50 of your own documents. Within one to two weeks you see real, cited answers from your own files, and we agree what a full build looks like.

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