IC MEMOS & DILIGENCE → AI
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
Trusted by Industry Leaders
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.
OFFSHORE VS KOLENA
The same diligence read — without the queue, the wage inflation, or the missing audit trail.
OFFSHORE DILIGENCE / MEMO TEAM
- Days; analyst nights
- Manual, error-prone at volume
- Reconstructed manually
- Re-done each quarter by hand
- Deal docs leave your control
KOLENA AI
- Minutes
- Cross-referenced, every figure cited
- Built in, source-linked
- Across 100+ quarterly reports, automatically
- Onshore · SOC 2 · PCI · no training
Security & Compliance
Your data, your insights — never black-boxed. Kolena is built to support enterprise security and compliance needs: reasoning logs, audit trails, encryption, and governance architecture.
PCI, SOC 2, and HIPAA Compliant
No training on customer data
Complete audit trail and traceability
Encrypted in transit and at rest
Enterprise-grade security: RBAC, ZDR, rigorous access control
Frequently Asked Questions
See an IC memo drafted from a data room.
Bring diligence document review onshore — faster, cited, and audit-ready. With AI.