* Revenue figures are market-based estimates only and are not guarantees of income. Actual results will vary based on execution, market conditions, and individual effort. This is not financial or investment advice.
How the agent runs it
When a client submits an order via a Typeform or Stripe-gated intake form, the CEO agent parses the subject name and scope, then dispatches specialist agents to run concurrent research threads — public records, litigation history, corporate affiliations, media coverage, and social footprint — each depositing structured findings into a shared Airtable workspace. The Synthesis agent then assembles a formatted PDF dossier scored for risk, credibility, and red flags, which the Delivery agent sends to the client within 24–48 hours via a branded client portal. The entire pipeline from order to delivery runs without human involvement unless a red-flag escalation threshold is triggered.
Who this is for
Ideal for an owner with a background in financial due diligence, investigative research, legal, or intelligence — someone who understands what PE and M&A buyers actually need and can position the service credibly. They don't need to be technical, but must be comfortable managing API subscriptions and reading agent output for quality control. This suits a solo operator or a small team who wants a productized, repeatable B2B service with high ticket values and a sophisticated clientele.
Market opportunity
The global due diligence market exceeded $4 billion in 2023 and is growing at 9% CAGR, driven by record M&A volume, increased LP scrutiny of fund managers, and post-FTX institutional paranoia about counterparty integrity. Traditional firms like Kroll charge $5K–$25K per report with 2–3 week timelines, creating a clear speed-and-cost arbitrage window for an AI-native service targeting the sub-$1K tier. The rise of Exa.ai-class semantic search APIs now makes autonomous deep-web research viable in ways that were impossible 18 months ago.
Boss agent: NEXUS (Orchestrator Agent)
NEXUS parses every incoming order, assigns research scope to each specialist agent with explicit output contracts, monitors completion status in Airtable, enforces SLA deadlines, and gates final delivery only when all agent outputs pass a completeness checklist.
- ■ No dossier is delivered unless all five research threads have written a structured finding to the shared Airtable workspace — partial deliveries are blocked
- ■ Any finding flagged with a red-flag severity score above 7/10 triggers a hold and routes a summary alert to the human owner's Slack before delivery proceeds
- ■ All client-facing outputs must pass a PII minimization check — raw contact data like personal phone numbers or home addresses are stripped unless the client tier explicitly includes contact intelligence
The agent team
Human touchpoints
// the only things that still need you
- 👤 Red-flag escalation review: when NEXUS flags a dossier with a severity score above 7/10 (e.g., active fraud litigation or sanctions list match), the human owner reviews the specific finding before delivery is released to ensure accuracy and assess legal exposure
- 👤 New enterprise contract signing: when a PE or VC firm requests a master services agreement or volume retainer above $10K/mo, the human owner reviews and executes the contract — agents cannot legally bind the business
- 👤 API or data source failure triage: if a critical research API (Exa.ai, PACER) returns errors that block dossier completion, the human owner manually resolves the credential or subscription issue to restore pipeline function
Tech stack
Monetization
Per-dossier pricing at $350 (standard, 48-hour turnaround) and $750 (priority, 12-hour turnaround), with a retainer tier at $3,500/mo for firms needing 12+ dossiers monthly; volume deals with PE and VC firms provide predictable MRR anchors.
Key risks
- → Defamation or FCRA liability if dossiers are misused for consumer employment screening rather than institutional due diligence — requires clear ToS carve-outs and client attestations at checkout
- → Exa.ai or public records APIs returning stale or jurisdiction-limited data, causing dossier gaps that damage credibility with sophisticated PE buyers who will notice omissions
Getting started
- 1 Define scope tiers and legal guardrails firstDraft a one-page Terms of Service that explicitly limits dossiers to institutional due diligence (not FCRA-regulated consumer screening) and requires clients to attest to lawful purpose at checkout — this is the single most important liability mitigation step before any code is written.
- 2 Stand up Airtable as the agent shared workspaceCreate an Airtable base with tables for Orders, Research Threads, Findings, and Deliveries — this becomes the data backbone that all agents read from and write to, enabling the CEO agent to track pipeline state and trigger handoffs without human intervention.
- 3 Configure Exa.ai and public records API credentialsRegister for Exa.ai, a PACER API key (for US federal court records), and OpenCorporates for entity affiliations — these three sources cover 80% of the research surface area and should be tested with three real practice dossiers on public figures before launch.
- 4 Build and prompt each specialist agent in ClaudeCreate five Claude Managed Agent instances (Intake, OSINT Research, Litigation Researcher, Synthesis, and Delivery) with role-specific system prompts, tool access scopes, and output schemas — run end-to-end on two paid beta clients at 50% discount to validate handoff quality before full pricing goes live.
- 5 Launch a one-page site targeting PE/VC deal teamsPublish a Framer or Carrd landing page with a Stripe-gated order form, emphasizing 48-hour turnaround versus the industry-standard 2–3 weeks — seed distribution by posting in three LP/GP-focused Slack communities and LinkedIn groups where deal professionals actively discuss due diligence workflows.
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