Extract the subject entity, financial review, risk level, legal issues, material contracts, and management team from a due diligence report PDF.
The full guide: Due diligence report: financials and risk findings
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The document number and date, the subject entity name, registration number, industry, headquarters location, and founding year, the requesting party and conducting firm names, the scope of review, and the executive summary.
The financial review total revenue, total assets, and net profit, the debt obligations, the material contracts count, the overall risk level (enum), the key risks and recommendations (arrays), the compliance status, and the litigation status.
Yes. A financial metrics table returns each fiscal year with revenue, gross profit, operating income, net profit, assets, liabilities, and equity; a risk findings table returns each risk id, category, likelihood, impact, level, and mitigation; and a compliance items table returns each regulation area, requirement, status, and jurisdiction.
A legal issues table returns each issue type, description, status, severity, and financial exposure; a material contracts table returns each counterparty, type, value, and renewal terms; a litigation history table returns each case title, court, filing date, status, and outcome; and a management team table returns each person, title, tenure, and background.
PDF only, up to 10MB and 100 pages. The report is processed via the Talonic API for extraction only, is not retained for training, and is not shared.
The tool reads a single document. The platform reads the whole estate once and keeps it queryable — the same engine, with a memory.
See document data extraction if you run this for legal and commercial teams, or the extraction API if you are building it in.