CRR707 — Carraggon Due Diligence Intelligence

Automate the document work your teams still do manually.

Carraggon CRR707 is AI built for the due diligence you actually run. It reads CIMs, financials and legal documents, extracts the facts and turns them into review-ready diligence, underwriting and reporting work — with every output backed by source evidence.

AI-powered due diligence on CIMs, financials and legal docs in minutes

Surfaces every red flag, traced to the source page

Built for the way your deal team actually works

The premise

Built for the diligence your IC actually reads.

CRR707 runs the full due diligence workflow — financial, commercial, legal — and delivers structured outputs your associates can verify in minutes, not days.

The limit on what AI can do inside an investment firm is not the model. It is what the model knows about how your firm underwrites, what it has already seen, and whether every claim can be traced back to a page someone can open.

Platform

Build AI workflows on everything your firm knows.

Go beyond standalone AI with the context, integrations and controls needed to run complex work from start to finish.

01

Context Graph

Turn scattered private markets documents into firm memory.

CRR707 Context Graph connects fund reports, data rooms, memos, emails, entities, relationships and source evidence — so every workflow starts with the full picture, not a blank prompt.

  • Entity & relationship resolution
  • Deal, fund and counterparty memory
  • Source evidence on every node
  • Permissioned by deal team

02

Workflow Agents & Automation

Agents that run the diligence, not just answer questions.

Financial, commercial and legal workstreams run end to end — extraction, reconciliation, red-flag detection, exception routing and analyst review queues.

  • Multi-step, branching workflows
  • Exception & approval routing
  • Human-in-the-loop checkpoints
  • Reruns on every data room update

03

Document Generation & Management

Investor-ready materials — tables, slides, docs — fully editable, no lock-in.

IC memos, diligence summaries, red-flag registers and financial exhibits generated in your house format and exported to Word, Excel and PowerPoint.

  • IC memo & summary drafting
  • Excel models and exhibits
  • Version history and audit trail
  • Native export, no lock-in

04

Integrations & MCP

MCP or API, no setup needed, supports custom integrations.

Connect your firm's data and the market data you already pay for. CRR707 speaks MCP natively, so agents reach systems without bespoke glue code.

  • SharePoint, Box, OneDrive, Drive
  • Data rooms & CRM
  • Market data, filings, transcripts
  • Custom MCP servers

05

Document Automation

Read complex documents, extract the facts, keep the evidence.

CIMs, LPAs, credit agreements, QoE reports, leases and statements parsed into structured fields with page-level citations behind every value.

  • Tables, footnotes and scans
  • Page-level citations
  • Confidence scoring
  • Bulk data-room ingestion

06

CRR707 Knowledge Hubs

One place the whole firm asks questions of.

Curated hubs per fund, sector or portfolio company that stay current as documents land — searchable, cited and shareable across investment, legal and ops.

  • Per-fund and per-deal hubs
  • Always-current as docs arrive
  • Cited answers only
  • Shareable across teams

07

CRR Agent Templates

Start from agents built by people who have run the process.

A library of ready diligence agents — QoE reviewer, covenant checker, LPA abstractor, market-map builder — that you can clone, edit and make your own.

  • Templates per workstream
  • Clone and customise
  • Firm-specific SOPs baked in
  • Version-controlled

08

Skills

Teach CRR707 how your firm does the work.

Skills encode your underwriting standards, memo formats, scoring rubrics and house conventions so every agent applies them the same way on every deal.

  • Reusable across agents
  • House formats & rubrics
  • Versioned and reviewable
  • Build once, deploy across teams

09

Darwin

Workflows that improve every time they run.

Darwin evaluates agent output against your reviewers' corrections, then evolves prompts, skills and routing so accuracy climbs run over run.

  • Eval sets from real reviews
  • Automatic prompt & skill tuning
  • Regression tracking
  • Improve over time, measurably

10

Claude CRR707

Prompt CRR707 from any Claude conversation.

The CRR707 MCP server puts your firm's context, documents and agents inside Claude — memory activates automatically, and outputs come back cited.

  • MCP server for Claude
  • Firm memory activates in-chat
  • Run agents from a conversation
  • Same permissions, same evidence

Precision AI for institutional workflows

Build once. Deploy across teams. Improve over time.

+280

Agents to start building with

Use agents created by industry experts, or create your own.

#4

Globally for Excel on SpreadsheetBench

Generate investor-ready materials — tables, slides, docs — fully editable, no lock-in.

30 min

See it on your data

Bring one live deal and watch CRR707 run the workstream end to end.

Over 300 integrations & MCPs available

MCP or API, no setup needed, supports custom integrations.

Your firm's dataSharePointOneDriveBoxGoogle DriveExcelPowerPointBloombergCB InsightsPitchBookPreqinFactSetS&P Market IntelligenceLSEGSnowflakeAzureMicrosoft 365AdobeSEC filingsTranscriptsEarnings callsInvestor materialsReal-time newsCustom MCP servers

How it works

Five steps, none of them a weekend in a data room.

  1. 1

    Ingest

    Point CRR707 at the data room, CRM and your firm's document stores.

  2. 2

    Structure

    Documents become entities, facts and relationships in the Context Graph.

  3. 3

    Run

    Financial, commercial and legal agents execute the workstreams in parallel.

  4. 4

    Flag

    Every exception and red flag is raised with its source page attached.

  5. 5

    Deliver

    IC-ready memos, registers and exhibits your associates verify in minutes.

Industries

Pick your industry. See CRR707 at work.

Private Markets

Turn complex deal documents into faster investment decisions.

Explore Private Markets

Insurance

Turn document-heavy processes into reliable production workflows.

Explore Insurance

Investment Banking

Diligence, comps and materials assembled from the source.

Explore Investment Banking

Real Estate

Leases, rent rolls and loan docs abstracted with evidence.

Explore Real Estate

What deal teams see

Minutes

From data room to a first structured diligence pass on CIMs, financials and legal docs.

100%

Of surfaced red flags traced back to the exact source page an associate can verify.

300+

Integrations and MCP endpoints available, plus custom connectors for your stack.

Updates & security

Autonomous, inside the controls your firm requires.

Permissions that mirror your firm

Deal-team walls, entitlements and document-level access carried through to every agent.

Full audit trail

Every extraction, generation and agent action logged with its inputs and evidence.

Private by default

Your documents are never used to train shared models.

Reviewable outputs

No answer without a citation an associate can open and check.

Claude CRR707

Prompt CRR707 from any Claude conversation.

Connect the CRR707 MCP server and your firm's memory activates inside the chat you are already in. Ask for a covenant check or a red-flag register and the answer comes back with citations, under the same permissions as the platform.

MCP server

One endpoint, no bespoke integration work.

Memory activates

Deal and fund context loads automatically.

Agents on call

Run CRR agent templates from a conversation.

Same evidence

Every answer cited to its source page.

See CRR707 run diligence on your own documents.

Bring one live deal. We will show the full workstream, red flags and IC-ready output — all traced to the source.

Book a demo