Agentic Diligence — AI-First M&A Due Diligence

Overview

An AI-first due diligence platform that autonomously performs first-pass M&A analysis. Powered by the GitHub Copilot SDK, it orchestrates specialist tools across public research, private data rooms, financial analysis, and legal review — producing IC-quality deliverables in minutes.

Key Features

• Autonomous Diligence Agent — Single orchestrator drives 5-phase analysis workflow using 17 MCP tools
• Multi-Deal Pipeline — Run diligence on multiple targets simultaneously (Atlas, Titan, Meridian)
• IC-Quality Deliverables — Generates investment memo (PDF), summary deck (PPTX), and interactive dashboard
• Real-Time Observability — Watch every tool call, finding, and decision in a live event stream
• Evidence-Based Analysis — Every claim traces to a source with provenance labels and confidence scores
• Contradiction Detection — Automatically flags discrepancies between management claims and actual data
• Human-in-the-Loop — Approval gates for sensitive actions (seller questions), steering for mid-run guidance
• Session Persistence — SQLite locally, pluggable for Azure SQL in production
• Artifact Storage — Local filesystem or Azure Blob Storage

Architecture

┌─────────────────────────────────────────────────────────┐
│              Next.js Frontend (:3001)                    │
│  Pipeline │ Timeline │ Intel Panel │ Dashboard Modal     │
├─────────────────────────────────────────────────────────┤
│              Express API Server (:3000)                  │
│   /run │ /events (SSE) │ /artifacts │ /steer │ /deals   │
├─────────────────────────────────────────────────────────┤
│          GitHub Copilot SDK (Agent Loop)                 │
│   Orchestrator │ Hooks │ Skills │ Event Bridge           │
├──────┬──────┬──────┬──────┬──────┬──────────────────────┤
│ Web  │ VDR  │ Fin  │ Work │ Memo │ Artifacts            │
│ Rsrch│      │ ance │ flow │      │                      │
│ MCP  │ MCP  │ MCP  │ MCP  │ MCP  │ MCP                  │
└──────┴──────┴──────┴──────┴──────┴──────────────────────┘

Tech Stack

Component	Technology
Agent Runtime	GitHub Copilot SDK (@github/copilot-sdk)
LLM	Azure AI Foundry (GPT-5.4-mini)
MCP Servers	@modelcontextprotocol/sdk (6 stdio servers, 17 tools)
Frontend	Next.js 16, React 19, Tailwind CSS
API Server	Express with SSE streaming
Artifact Gen	PDFKit (memo), PptxGenJS (deck), Next.js (dashboard)
Session Store	SQLite (local) / Azure SQL (production)
Artifact Store	Filesystem (local) / Azure Blob Storage (production)

Quick Start

Prerequisites

• Node.js 18+ and pnpm 9+
• GitHub Copilot CLI installed and authenticated
• Azure AI Foundry endpoint (or compatible OpenAI API)

Setup

# Clone the repo
git clone https://github.com/jawadaminmsft/agentic-diligence-ibanking.git
cd agentic-diligence-ibanking

# Install dependencies
pnpm install

# Configure environment
cp .env.example .env
# Edit .env with your Azure AI Foundry endpoint and auth

# Build all packages
pnpm --filter mcp-servers build
pnpm --filter harness build

# Start the API server
npx tsx packages/harness/src/serve.ts

# In another terminal, start the frontend
cd packages/web && npx next dev --port 3001

Run Diligence

1. Open http://localhost:3001
2. Select a deal from the pipeline (Atlas, Titan, or Meridian)
3. Click "Run Diligence" — the agent starts autonomous analysis
4. Watch real-time events in the timeline
5. Review memo, issues, and evidence in the Intelligence panel
6. View generated artifacts (PDF memo, PPTX deck, interactive dashboard)

Copilot SDK Features Used

• Agent Loop — Multi-turn LLM ↔ tool call orchestration
• MCP Servers — 6 domain-specific tool servers with 17 tools
• Skills — 9 SKILL.md prompt modules for domain expertise injection
• Hooks — Pre/post tool-use hooks for approval gates and provenance tagging
• Streaming Events — Real-time event bridge from SDK to frontend via SSE
• Session Persistence — Structured session IDs with SQLite/Azure SQL storage
• BYOK Provider — Azure AI Foundry with Azure AD token authentication

Project Structure

packages/
├── harness/          # Core runtime — Copilot SDK integration
│   ├── src/agents/   # Orchestrator prompt
│   ├── src/hooks/    # Approval gate, provenance tagger, lifecycle
│   ├── src/skills/   # 9 SKILL.md domain expertise modules
│   ├── src/events/   # Event bridge, types, trace store
│   ├── src/db/       # Session persistence (SQLite/Azure SQL)
│   ├── src/storage/  # Artifact storage (local/Azure Blob)
│   └── src/server.ts # Express API server
├── mcp-servers/      # 6 MCP tool servers
│   ├── src/web-research/  # Public source search
│   ├── src/vdr/           # Virtual data room
│   ├── src/finance/       # Financial analysis
│   ├── src/workflow/      # Issue tracking
│   ├── src/memo/          # Memo section management
│   └── src/artifacts/     # PDF, PPTX, dashboard generation
├── web/              # Next.js operator UI
│   ├── app/          # Pages (landing, dashboard)
│   ├── components/   # UI components
│   └── hooks/        # Event stream, run state
└── data/             # Synthetic deal corpus (not committed)

Documentation

• Business Use Cases — Target users, workflow, value proposition
• Technical Architecture — System design, SDK integration, data flows

License

This project is licensed under the MIT License. This is a demonstration and reference implementation — not an official Microsoft product. See LICENSE for full terms.