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For Direct Investors

Own Your Diligence Interviews

For direct investors, sovereign wealth, and family offices running primary diligence in-house — cut your expert-network bill, keep your expert list, and get transcripts in hours.

Your Experts, Your Scripts

You control who you talk to and what they're asked. No expert-network intermediation, no repurposed questions, no compliance queue.

Flat Cost, Not Per-Hour

When a deal needs 20 expert calls, expert-network credits add up fast. InsightAgent runs the calls without charging by the expert hour.

Deal-Timeline Turnaround

Transcripts, key quotes, and structured summaries in hours. Keep the IC memo moving without waiting for next-day transcription.

Audit-Ready by Default

Full timestamped records, topic flagging, retention controls. Built for regulated capital and institutional compliance standards.

Who This Is For

Investment Professional running in-house diligence

You're running customer and expert calls on a live deal and your expert-network bill is climbing.

Principal or Partner at a family office or direct investment team

You need audit-ready records and control over who your team talks to.

Common Use Cases

Management team reference and assessment calls
Customer and channel validation during diligence
Competitive and market landscape interviews
Supplier and regulatory expert calls
Post-close portfolio-monitoring interviews
Ongoing thesis-validation conversations

“Our diligence team used to burn $40K–$60K in expert-network credits on a typical deal. InsightAgent runs the calls on our own expert list, in our own format, for a fraction of that. The IC memo is faster and the audit trail is cleaner.”

— Investment Director, Direct-Investing Team at a Family Office

Built for Live Deals

When you're running 20+ expert calls in a two-week exclusivity window, every expert-network credit burned is a day lost to scheduling. InsightAgent runs those calls in parallel — on your scripts, in your format, under your retention policy — so your deal team can stay focused on the memo.

Flat
Cost per call, not per hour
<4 hrs
Interview to transcript
Yours
Expert relationships and records

Run your deal team's next interview

See how InsightAgent fits alongside — or replaces — your expert-network spend.

Schedule Demo