Drop the partner information CSV to auto-fill the form, or import from the self-report Sheet — you only fill the gaps.
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Drag & drop the partner CSV here, or browse
Reads the form and pre-fills every matching field across onboarding. Nothing is uploaded — it's read in your browser.
Pick a partner to pull their submitted details and stats.
Set from the import above, or type it in manually.
Platform statistics
Reach and engagement for the primary declared channel(s). Pre-filled from the self-report import where available — check and complete.
Due-diligence assessment & risk scoring
Capture evidence and score each question 0–3. AI proposes a score on structured questions the moment you answer; you can override any of them. Free-text questions are scored by you.
The PEP & sanctions check (previous step) feeds Identity Q4.3.5 and Conduct Q4.5.21, and can raise the matching severities below.
PEP & adverse media check
Manual open-and-log workflow — run the search, record what you find.
Included in the search string below. Uses the partner name from step 1 as the primary term.
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AI analysis
The risk outcome is computed from your scores. Running the analysis adds an independent AI research verdict as a cross-check, plus a short commentary that supports the findings across the questionnaire.
Running research verdict & commentary…
Independent AI research verdict
Supporting commentary
Report
Review everything, then save the record.
Past assessments
The full historical record. Click a row to expand.
Partner Due Diligence