---
title: "Replace Offshore Diligence Document Work with AI | Kolena"
url: "/finance/due-diligence/"
description: "Kolena drafts IC memos and reviews data-room docs in minutes — every output source-cited and audit-ready. Onshore, SOC 2 compliant, no training on your data."
author: "Sarah Ahmed"
updated: 2026-06-15T22:12:02.549267+00:00
---

# Draft an {IC memo in 30 minutes}. Source-cited. Audit-ready. {With AI.}

Diligence and IC prep mean hundreds of pages — CIMs, financials, K-1s, contracts — that today route to an offshore team or sit on an analyst's desk. Kolena's AI reads them onshore, cross-references every figure with a citation, and drafts the memo. Your team owns the judgment; AI does the document work

## Diligence is {document work} pretending to be {analysis.}

Hundreds of pages, an offshore queue or an analyst's late nights, and no clean trail back to the source. Kolena's AI reads the data room onshore, cross-references every figure, cites it, and drafts the memo — so your team spends its time on the judgment, not the document grind.

- **Cost** — No offshore diligence team, no per-deal processing.
- **Accuracy** — Every figure cross-referenced and cited to the source; audit-ready.

## The shift is {already happening.}

AI is predominantly replacing outsourced, offshore workers — not cutting internal staff.

- **$3.3B** — Capgemini acquired WNS in July 2025 to convert a 65,000-person BPO workforce to AI-led delivery.
- **67%** — Of enterprises plan to replace human-led services with AI within three years.
- **$9.1B → $15.1B** — The document-outsourcing market, 2026→2036. This is the spend AI displaces.

## Data room in, cited memo out — with AI.

AI drafts the cited memo. Your team makes the investment decision.

- **Ingest** — CIMs, financials, K-1s, contracts, quarterly reports.
- **Extract & cross-reference** — Every figure, checked across documents.
- **Cite** — Each figure linked to its source.
- **Draft** — The IC memo or monitoring summary, assembled and cited.
- **Push** — Structured output into your systems

## See it run on a {real document}

Watch how our platform transforms document workflows.

## Director of Underwriting, Highview Insurance

## Frequently Asked Questions

### Which documents does it handle?

CIMs, financials, K-1s, contracts, and quarterly reports — extracted, cross-referenced, and cited.

### Does AI make the investment decision?

No — it drafts the cited memo; your team decides.

### Is it confidential and secure?

We don't train on your data, and processing is onshore. SOC 2 and PCI compliant.

### Can it monitor a portfolio over time?

Yes — across 100+ quarterly reports, automatically

### Can I try it?

Yes — upload a doc, or book a 15-minute walkthrough.