Due Diligence Agent Team
An orchestrator runs a financial analyst, a legal and risk analyst, and a synthesizer to produce a structured due diligence brief.
The full canvas, before you import it
Click any node to see its config.
Click a node to select it — same as the Heym editor; the panel shows its settings.
6 nodes · Free & source-available
Due Diligence Agent Team
Structure the first pass of any deal review. An Orchestrator runs a Financial Analyst, a Legal and Risk Analyst, and a Diligence Synthesizer who combines their findings into a single brief with strengths, red flags, and open questions for the deal team.
What this workflow does
- dealInput holds the target company, deal context, and known facts
- Orchestrator delegates to the sub-agents and returns the diligence brief
- FinancialAnalyst reviews the financial picture, unit economics, and questions
- LegalRiskAnalyst flags legal, compliance, and operational risks to investigate
- DiligenceSynthesizer combines both into strengths, red flags, and open questions
- diligenceBrief surfaces the result
Use cases
- A fast first-pass diligence brief before a deeper review
- Combining financial and legal risk angles in one pass
- Generating a focused open-questions list for the data room
Setup
Add an LLM credential to all four Agent nodes. Enter the deal context and known facts, then run. This is analysis support for a human deal team, not investment, legal, or accounting advice — verify every finding against primary documents.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
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