Generate AI-powered investment due diligence PDF reports with OpenAI, LlamaParse and Decodo

Turn pitch decks into investment-grade PDFs. This workflow parses raw investment memorandums and financial decks with LlamaParse, enriches them with real-time web intelligence from Decodo, and has an AI Agent synthesize structured financial analysis, risk assessments, and investment theses into a professional Due Diligence report. !M&A Decodo Home Last updated: September 2026. Why Use This Workflow? - Time Savings: Initial deal screening and report generation drop from 6–8 hours of manual analysis to under 5 minutes. - Accuracy & Depth: Multi-query RAG cross-references internal deal documents with verified external web evidence. - Cost Reduction: No expensive junior analyst hours for preliminary data gathering and summarization. - Scalability: Multiple deals processed simultaneously with one consistent reporting standard across your pipeline. Ideal For - Venture Capital & Private Equity: Rapidly assessing incoming pitch decks and CIMs (Confidential Information Memorandums). - M&A Advisory Teams: Standardized target company profiles and risk summaries, automated. - Investment Analysts: Structured data from unstructured PDFs feeding internal valuation models. How It Works 1. Trigger: A webhook receives document uploads (PDF, DOCX, PPTX) via a custom portal or API. 2. Data Collection: LlamaParse converts complex document layouts into clean Markdown, preserving tables and financial structures. 3. Processing: The workflow generates a unique "Deal ID" based on filenames to ensure data isolation and implements a caching layer via Pinecone to avoid redundant parsing. 4. Intelligence Layer: - Web Enrichment: The workflow derives the target company name and uses Decodo to scrape official websites for "About" and "Commercial Risk" data. - Multi-Query RAG: An OpenAI-powered agent executes six specific retrieval queries (Financials, Risks, Business Model, etc.) to gather evidence from all sources. 5. Output & Delivery: Analysis is mapped to a structured template, rendered into a professional HTML report, and converted to a high-quality PDF using Puppeteer. 6. Storage & Logging: The final report is uploaded to Cloudflare R2, and a public, secure URL is returned to the user instantly. Setup Guide Prerequisites | Requirement | Type | Purpose | | --- | --- | --- | | n8n instance | Essential | Core automation and workflow orchestration | | LlamaIndex Cloud | Essential | High-accuracy document parsing (LlamaParse) | | Pinecone | Essential | Vector database for document and web evidence storage | | OpenAI API | Essential | LLM for embeddings and expert analysis (Embedding Small & GPT-5.2) | | Decodo API | Essential | Real-time web searching and markdown scraping | | R2 Bucket | Essential | Secure storage for the generated PDF reports | Installation Steps 1. Import the JSON file to your n8n instance. 2. Configure credentials: - OpenAI: Add your API key for embeddings and the Chat Model. - Pinecone: Enter your API Key and Index name (default: poc). - LlamaIndex: Add your API key under Header Auth (Authorization: Bearer YOURKEY). - Decodo: Set up your Decodo API credentials for web search and scraping. - AWS S3: Configure your bucket name and access keys. 3. Update environment-specific values: - In the "Build Public Report URL" node, update the baseUrl to match your S3 bucket's public endpoint or CDN. 4. Test execution: - Send a POST request to the webhook URL with a binary file (e.g., a Pitch Deck) to verify the end-to-end generation. Technical Details Core Nodes | Node | Purpose | Key Configuration | | --- | --- | --- | | LlamaParse (HTTP) | Document Conversion | Uses the /parsing/upload and /job/result endpoints for high-fidelity markdown | | Pinecone Vector Store | Context Storage | Implements namespace-based isolation using the unique dealId | | Decodo Search/Scrape | Web Intelligence | Dynamically identifies the official domain and extracts corporate metadata | | AI Agent | Strategic Analysis | Configured with a "Senior Investment Analyst" sys