Your deals. Faster. Without the busywork.
Diligents handles the 60-80% of your time that goes to repetitive tasks: spreading financials, qualifying buyers, managing disclosure documents. You stay in control. You close more deals. You actually get your weekends back.
Meet the Gents.
Three specialized AI agents, each mastering the tedious work that eats up your weeks. Together, they automate 60-80% of your deal workflow—with you always in control.
Spencer AI
Head of Financial Intelligence
Aldrich AI
Director of Buyer Qualification
Whitmore AI
Your Deal Concierge
From 6 hours to 30 minutes. Clean financials, guaranteed.
Spencer reads every page of every tax return, P&L, and balance sheet you upload—PDFs, scans, that shoebox of 2019 statements. He normalizes the numbers, identifies add-backs that matter, and flags anomalies. That $47K country club membership buried in "marketing expense"? He notices it. You get clean, defensible financials in minutes instead of hours. No more Excel. No more mind-numbing spreads.
Spencer AI
Head of Financial Intelligence
Turn inbox chaos into a qualified buyer pipeline.
Aldrich works 24/7 managing your buyer qualification: NDAs automatically sent, signed, and filed. Buyer identity verified. Proof of funds confirmed—without you chasing spreadsheets or bank statements. He separates serious buyers from tire kickers and sends only qualified prospects to your desk. Meanwhile, you're closing deals instead of sorting email.
Aldrich AI
Director of Buyer Qualification
A data room that answers questions. And protects you.
Whitmore hosts your documents and tracks everything: who viewed what, when, and for how long. Your buyers can ask questions directly about documents—no email chains—and every response is logged with full citations. You get a complete audit trail that shields your E&O. When a buyer claims they never saw a disclosure, Whitmore shows you exactly what happened, down to the minute.
Whitmore AI
Your Deal Concierge
Frequently asked questions
Everything you need to know about Diligents and how it can transform your deal workflow.
Diligents is a platform built specifically for business brokers and M&A advisors. Three AI agents—Spencer (financial spreading), Aldrich (buyer qualification), and Whitmore (data room management)—handle the repetitive work so you can focus on closing deals. Think of them as three impeccably mannered colleagues who work 24/7 without complaint.
Main Street and Lower Middle Market brokers—professionals who are priced out of enterprise tools like Datasite ($10,000+ per deal) but need more than generic CRMs like HubSpot that don't understand what an NDA or CIM even is. If you're managing 5-15 concurrent listings and closing multiple transactions per year, Diligents was built for you.
$249/month includes your CRM, your data room, your NDA automation, and three AI colleagues who never call in sick. Stop paying separately for HubSpot + DocuSign + Dropbox + Mailchimp. Start paying for one platform that actually understands your deals.
Absolutely. The AI agents assist—they don't replace your judgment. You approve every add-back Spencer identifies, every buyer Aldrich qualifies, and every response Whitmore drafts. Override any suggestion with a single click. Your expertise drives the process; the AI handles the busywork.
All AI responses are grounded in your documents using RAG (retrieval-augmented generation) with specific citations. No hallucinations—if the answer isn't in the documents, the AI says so. Every number links back to its source document and page. Click any figure to see exactly where it came from.
Built by brokers, for deals.
We're not a generic CRM that doesn't understand what an NDA or CIM even is. We're not an enterprise tool priced at $10,000 per deal. Diligents was built for Main Street and Lower Middle Market brokers who need real M&A workflows at a price that makes sense.
Average time saved on due diligence tasks with AI-assisted workflows.
Platform uptime ensuring you have access when you need it most.
Stop trading hours for deals.
Founding members lock in $249/month pricing forever. Close more deals. Sleep better. Get access to Diligents today.