Enhanced Investor Document Verification System: SERVER Burners

Inspiration

The world of venture capital is flooded with pitch decks, and verifying the credibility of these documents is often a manual and error-prone process. We were inspired by the power of AI to automate due diligence, reduce human error, and uncover hidden risks. Tools like large language models and Perplexity Sonar presented a unique opportunity to create a system that could act as a “digital analyst team,” making investment decisions faster, smarter, and more transparent.


What it does

Our system automates the entire investor document verification pipeline:

  • Accepts PDF/DOCX pitch decks via a web-based dashboard.
  • Parses and extracts relevant data using NLP.
  • Engages multiple specialized AI agents (financial, legal, environmental, competitor analysis, claim validation).
  • Aggregates their findings into a coherent, traceable report.
  • Outputs insights through visual dashboards and downloadable reports in PDF, JSON, and HTML formats.
  • Tracks every step with audit logs for compliance.

How we built it

  1. Backend (FastAPI + Celery):
  • High-performance async APIs for responsiveness.
  • SQLAlchemy ORM + Pydantic models for robust data handling.
  • Celery + Redis for background processing.
  1. Frontend (Streamlit):
  • Real-time status updates, file uploads, and visual report interface.
  • Score visualization and downloadable reports.
  1. Document Parsing & NLP:
  • Used PyMuPDF, pdfplumber, python-docx for ingestion.
  • Applied spaCy and HuggingFace transformers for NER and fact extraction.
  1. External Integration:
  • Integrated Perplexity Sonar API for real-time web research.
  • Implemented rate-limiting, retries, and fallbacks for reliability.
  1. DevOps:
  • Local and Docker-based deployment support.
  • Auto-setup scripts and documentation for contributors.

Challenges we ran into

  • Async Orchestration: Coordinating agents and background tasks without race conditions.
  • API Reliability: Handling Perplexity API rate limits and downtime with retries and graceful fallbacks.
  • Cross-Platform Dependencies: Issues with libmagic and Redis on Windows required extra setup steps.
  • Serialization: Ensuring nested models from multiple agents were JSON-serializable.
  • Schema Syncing: Rapid iteration meant constant database and model updates.
  • Frontend Feedback: Communicating real-time task progress in Streamlit while handling long processing times.

Accomplishments that we're proud of

  • End-to-End Automation: Complete pipeline from pitch upload to insight report.
  • Multi-Agent System: Specialized agents contribute domain-specific analysis.
  • Explainability: Traceable decisions backed by full audit logs and detailed outputs.
  • Security & Compliance: GDPR features and robust validation built-in.
  • Scalable Design: Easily extensible to new agents and deployment environments.

What we learned

  • How to orchestrate multiple AI agents and combine their outputs effectively.
  • Async programming and background processing with FastAPI + Celery.
  • Robust integration of external APIs with retry and fallback logic.
  • Importance of clean data modeling and serialization with SQLAlchemy and Pydantic.
  • Best practices for compliance, including audit trails and user data safety.

What's next for SERVER Burners

  • Agent Expansion: Add more agent types (e.g., fraud detection, market sentiment).
  • LLM Optimization: Fine-tune smaller models for local inference to reduce API dependency.
  • Collaboration Features: Enable investors to comment, annotate, and share findings securely.
  • Enterprise Features: Role-based access, multi-user dashboards, and advanced analytics.
  • AI Feedback Loop: Train models using feedback from real investment decisions to improve accuracy.

Built With

  • and-supporting-libraries-for-security
  • celery
  • docker
  • fastapi
  • httpx
  • huggingface-transformers
  • logging
  • pdfplumber
  • perplexity-sonar-api
  • pydantic
  • pymupdf
  • python
  • python-docx
  • redis
  • reportlab
  • requests
  • spacy
  • sqlalchemy
  • sqlite/postgresql
  • streamlit
  • testing
  • uvicorn
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