AI-powered financial due diligence

Big 4-quality FDD reports,
in minutes

Upload your financial data, choose BDD or VDD, and receive a professional AI-written due diligence report powered by Claude.

2
Report types (BDD + VDD)
8
Sections in scoping list
~60s
Pro report generation time

How it works

Three steps from data to report

1

Download scoping list

Get our standardised 8-section data request list. Share it with the target company (BDD) or your finance team (VDD).

2

Upload your data

Upload Excel or CSV files. Add company context. For Pro, Claude reads and analyses your files automatically using SheetJS.

3

Download your report

Claude reads your uploaded files and writes the full Big 4-style narrative — key views, earnings commentary, QoE analysis, risk flags and more. Download as PDF or Word.

Who is fdd-assist.com for?

Anyone involved in buying, selling or financing a business

Private equity

Deal screening and preliminary FDD

Corporate M&A

Buyer due diligence on targets

Founders selling

Vendor due diligence preparation

Lenders & banks

Credit and lending due diligence

Pro: powered by Claude AI

The Pro report uses Anthropic's Claude to read your data and write a full analysis

📊 Excel parsing

SheetJS reads your uploaded .xlsx and .csv files and extracts all financial data in the browser.

🤖 Claude analysis

Claude API receives the extracted data and writes commentary, risk flags and key views.

📄 Report assembly

AI narrative is combined with structured tables. Download as PDF (print) or Word (.docx).

New FDD report

Fill in the details, review the scoping list, upload your files, and generate your report

1. Report setup

Buyer Due Diligence (BDD)
Vendor Due Diligence (VDD)
English
Danish
📄

Click to upload company presentation

PDF or PowerPoint (.pdf, .pptx, .ppt) · Max 20 MB

Your API key is used only in this browser session and never stored or transmitted to our servers.

2. Scoping list — what to upload

These are the files Claude needs to generate a full analysis. Collect as many as possible before uploading in step 3. Download the full scoping list as a CSV to share with the target company or your finance team.

Download FDD Scoping List (CSV) 8 sections · 35+ data items · Share with target company or finance team
Consolidated P&L (3–5 years)
Monthly management accounts
Balance sheet by year-end
Budget and forecast model
QoE workpapers
NWC schedule (monthly)
Net debt bridge
Capex schedule
Entity / subsidiary split
Customer concentration
Headcount and salary bridge
Audited annual reports

3. Upload financial data

Upload the files from the scoping list above. Claude will parse your Excel and CSV files automatically. You can still generate a report without files — Claude will write illustrative commentary based on your company description.

Click to upload or drag and drop files here

Excel (.xlsx, .xls) and CSV (.csv) · Max 25 MB per file

🔒

Your files never leave your device. All processing happens in your browser only. Uploaded files are not sent to our servers. When you close this tab, everything is deleted. The only external call is to Anthropic's Claude API to generate the written analysis — this receives extracted text from your files, not the files themselves.

4. Financial period details

Yes
No
Yes
No