Casadila Advisory gives engagement teams a cited first draft of the report in hours. Specialist agents analyse the data room, a verifier ties every figure to a source page, and your preparer, reviewer and partner sign off before anything leaves the firm.
Each engagement type comes with its own template, section agents and review workflow, tuned for professional-services delivery.
Buy-side or vendor financial due diligence: quality of earnings, net debt, working capital, revenue, tax and legal risk.
Financial statement readiness, internal controls, revenue recognition, disclosures and peer comparison before a listing.
Upload financial statements, management accounts, contracts and tax filings. Files are parsed, OCR'd and every figure is extracted with its page reference.
A dedicated agent per section, from quality of earnings to net debt, revenue, tax and controls, runs in parallel with its own tools and guardrails.
A verifier rejects uncited statements and numbers that do not tie to the source documents. Gaps are flagged for the team instead of being smoothed over.
The report moves from draft to review to partner approval. Edits, comments and approvals are recorded, and the report is locked once approved.
Casadila Advisory keeps the professional in charge: agents draft and verify, people review and approve, and the record shows both.
Draft, in review, partner approved. Reviewers can send a report back with a comment; approved reports are locked until reopened.
Until a partner approves, every export is stamped “DRAFT: not reviewed” so an unreviewed draft cannot be mistaken for the deliverable.
Each finding links to the source page. Edited numbers are re-verified before they count as supported.
Prompt-injection defence, personal data redaction and human holds on sensitive terms, enforced by the Obiguard gateway.
Who changed what and when: edits, accepted findings, approvals and exports are logged per engagement.
This edition runs as its own instance with its own database, storage and keys, separate from other editions.
Print-ready report with footnoted citations and an appendix of sources.
Editable report for the engagement team and client review cycle.
Executive summary, charts and findings for steering committee and board packs.
Workspaces are set up by invitation so that each firm gets its own environment, roles and review policy.