Build a due-diligence agent that never fakes a fact (capstone)
Build-along · ~18 min at your own keyboard
The capstone agent, and the one where the grounding doctrine you've built all along becomes code. You give it an identifier, a parcel APN, a property address, a company name, and it assembles a structured report from the sources you connect: a red / yellow / green scorecard, each item tied to where it came from. This is the automated version of the grounded-prompt lessons, and it lives or dies on the same rule: it never asserts a fact it can't source, and it never CLEARS the subject. A pulled record is a pointer to verify, not a conclusion. A missing layer is UNKNOWN and becomes a to-do, not a green. And the report routes every flag to the right professional, a surveyor, a title company, an attorney, an engineer, because the agent triages, it does not decide. Two failures to design against: the agent that fills a gap with a confident guess (forbidden, an unsourced line is a bug), and the agent that reads 'no problem found in the pulled data' as 'this is clean' (forbidden, green means 'the source shows no flag', never 'safe to proceed'). Build those bans into the prompt and the output schema, and you have an agent that does an hour of diligence in a minute without ever lying to you, the thing that separates a real tool from a demo.
Your starter: Due-diligence checklist agent
ChecklistMake it yours: Load your firm's actual DD list in the order your closing counsel uses it, name the folder structure you really keep, and delete any item your asset class never needs.
DD AGENT: [deal name], data room at [path] For each item on the list, report: PRESENT (file name) / MISSING / PRESENT BUT STALE (date). - Rent roll, current, with a date on it - Trailing twelve months of operating statements - Leases for the top [n] tenants - Title commitment and survey - Phase I environmental - Property condition report - Service contracts and their termination terms - [your asset class's items] Any date, figure or term you report comes from the file, with the file name. No number without a source and a date. A figure a file states with no basis behind it is [SOURCE NEEDED: figure, file name]. You do not judge whether the deal works. You report what is in the room and what is not.
The coach checks that what you paste back is your own work. The starter pasted back unchanged won't pass.
Do this
0/5Share what happened
Paste one real (anonymized) run: the identifier, the per-layer scorecard with sources, at least one UNKNOWN left un-invented, the routing, and the explicit 'this does not clear the subject' line the agent emitted.