Nautilus Diligence™

Four accretive layers—from document-specific parsers to live client intelligence.

Nautilus begins with structured document information, then adds cross-document analysis, workflow control, and client visibility. Every layer uses the same evidence model, so each expansion preserves and increases the value of the work already completed.

Request a Free Fit ReviewView Public Resources
01Entry layer
Pilot now

Document Intelligence Tools

Focused parser licenses

Purpose-built parsers convert one document type into a stable, reviewable JSON structure. The first pilots are designed for Summary of Benefits and Coverage documents and Open Enrollment / New Hire Guides, with additional benefit and transaction document types added as their schemas and validation standards mature.

Core output

  • Defined JSON schema and normalized fields
  • Document and page-level evidence references
  • Confidence, exception, and reviewer status
  • Approved corrections and reusable validation data

Founding pilot model

  • Bounded document type and acceptance criteria
  • Local or controlled deployment options by scope
  • Limited no-cost or reduced-cost licenses may be available
  • Structured feedback improves the parser and schema
02Review layer
Full document parser and report generator

Diligence Review Engine

Managed diligence

Multiple document-specific parsers feed one transaction record. The system classifies the data room, reconciles plans and cost, preserves discrepancies, applies deterministic review rules, generates evidence-linked workpapers and client-ready report sections, and updates the DRL as new information arrives.

Data room ingestClassification, entity, plan year, duplicate, and missing-item control.
Cross-document analysisPlan, vendor, design, rates, contributions, invoices, and compliance evidence.
Report generationAudience-specific findings, exhibits, limitations, and remaining follow-up.
Living DRLRequests, priority, evidence received, response status, and resolution history.
03Operating layer
Ingest. Identify. Output. Control.

Diligence OS

Transaction command environment

The Diligence OS extends the review into a live operating environment. It keeps the deal record, DRL, tasks, issue aging, owners, deadlines, seller responses, call notes, buyer/target information, readiness, alerts, and post-close handoff synchronized instead of allowing knowledge to disappear when the report is delivered.

IntakeDeal facts, structure, scope, gates, first-turn DRL, and required inputs.
IdentificationSignal detection, transaction-aware rules, missing-input flags, and risk state.
OutputReadiness, risk narratives, red flags, action registers, and handoff assets.
ControlIssue aging, staleness, close proximity, gate stall, escalation, and QA.
04Client layer
Live decision visibility

Client-Facing Intelligence Dashboards

Ownership-period continuity

Client dashboards convert validated diligence and operating data into live visibility for deal teams, finance, people leadership, legal, brokers, and operating partners. The objective is not another static portal; it is a controlled view of what changed, what remains open, what requires a decision, and what is being carried through implementation.

ReadinessCurrent status, blockers, stale requests, and decision deadlines.
Risk and costValidated issues, financial implications, confidence, and remaining assumptions.
OwnershipNamed owners, actions, dependencies, 30/60/90-day work, and completion.
Portfolio learningOutcome tracking, recurring patterns, benchmark development, and next-deal improvement.
Execution architecture

Consistent outcomes require objective, process, control, and learning.

The system is designed to make excellence repeatable rather than dependent on the strongest individual being available on a given day.

Objective

Define the output precisely

Risk categories, financial implications, confidence, evidence, owners, and audience-specific decision language are defined before the work begins.

Process

Control the flow of work

Each transition—from intake and extraction through review, reporting, DRL resolution, and handoff—has a defined artifact and state.

Control

Detect failure early

Readiness, issue aging, missing evidence, escalation triggers, and quality gates expose drift while it can still be corrected.

Learning

Improve every cycle

Validated corrections, missed-risk review, outcome tracking, and user feedback improve schemas, rules, prompts, and playbooks.

Decision assets

The work is complete when the supported decision is clear and trackable.

Depending on the selected layer, outputs can range from validated JSON to a complete, living transaction operating record.

Validated JSONNormalized fields, evidence, confidence, exceptions, and reviewer state.
Document inventoryFiles, types, entities, plan years, status, duplicates, and gaps.
Program and vendor mapBenefit lines, carriers, administrators, funding, and effective periods.
Plan and cost analysisDesign, rates, premiums, contributions, enrollment, and discrepancies.
Risk and compliance registerConfirmed, conflicting, pending, not applicable, and specialist review items.
Living DRLRequest wording, priority, owner, due date, response, evidence, and resolution.
Audience-specific outputsDeal team, CFO, CHRO, legal, broker, and implementation language.
Account intelligence handoffOpen decisions, owners, timing, implementation, and post-close continuity.
Choose the smallest useful entry point

Begin with a parser pilot or scope the full diligence workflow.

The Free Fit Review identifies the document type, transaction need, acceptance criteria, evidence requirements, and appropriate entry layer before sensitive materials are exchanged.

Request a Free Fit Review