For Professional Firms
Add DEVIS to Your Diligence Practice Without Surrendering the Client Relationship.
DEVIS gives professional firms a repeatable exposure and transaction-consequence capability they can use across client engagements while remaining responsible for the client relationship, specialist judgment and final recommendation.
Your Firm Remains Primary
Your Client Remains Your Client.
DEVIS is designed to strengthen the firm’s engagement, not displace it.
The firm remains responsible for
- The client relationship
- Engagement scope
- Specialist diligence
- Professional interpretation
- Advice and recommendations
- How the DEVIS report is incorporated into the client process
DEVIS provides
- The exposure-intelligence engine
- Company and Deal Sprints
- Transaction-consequence mapping
- Evidence-linked reports
- Ask DEVIS
- Platform records and access controls
- Standard onboarding and Sprint setup support
Client relationship, confidentiality and permitted-use boundaries are documented in the applicable agreement.
How Firms Join
Platform Access Plus Prepaid Sprint Credits.
Professional firms join through Founding or Standard platform access.
Platform access includes:
- Unlimited internal users
- Included annual credits
- Company and Deal Sprints
- Full reports
- Transaction-consequence mapping
- Ask DEVIS
- Evidence archive and audit history
- Standard onboarding
- Sprint setup guidance
Additional usage is purchased through prepaid credit packs.
Deployment Patterns
Use DEVIS as a Repeatable Capability Across Engagements.
Early Screening
Test whether a company or matter deserves deeper specialist diligence.
Buy-Side and Sell-Side Work
Add cross-lane exposure and consequence mapping to an existing diligence engagement.
Partner Review
Prepare the material issues, unresolved evidence and questions requiring senior judgment.
Client Delivery
Give the client a connected report and controlled access to Ask DEVIS where permitted.
Follow-On Analysis
Run a new paid Sprint when material new information or a changed transaction context requires a fresh analysis.
Standard Scope
Clear Boundaries Protect the Product and the Engagement.
Standard access does not include:
- Bespoke methodology development
- Custom integrations
- White-labelling
- Exclusivity
- Unlimited custom support
- Client-specific software development
- Unlimited Sprint usage
- Custom report formats
- Free re-runs following material new information
Any exceptional requirement must be separately scoped, approved and contracted.
Founding Access
See Whether DEVIS Fits Your Existing Practice.
The first conversation should establish your transaction volume, current diligence workflow, likely Sprint usage and any security or procurement requirements.