Run multiple EDD cases with Greenlite

Last updated: March 5, 2025

Preparation

Before starting your proof of concept, you'll need to prepare some information for the best possible results.

  1. Sample EDD List

    1. Please prepare a spreadsheet with up to 25 businesses you’d like Greenlite to review. The required fields to capture are:

      1. Official business name

      2. Address

      3. Website

      4. Country

      5. [Optional] UBO Information

  2. Sample EDD Output/Narrative

    1. Share an example of a review that your company has previously completed. This will allow Greenlite to match your desired output and do the checks you currently complete.

  3. SOP Documents 

    1. Share any Industry Risk Ratings, Geographic Risk Ratings, Internal Templates, Checklists for Analysts, etc. This will help align Greenlite assessments with your business processes. 

  4. [Optional] Documents or Transaction Lists for Sample Businesses

    1. If you include documents or transaction lists for the businesses you submit, Greenlite will be able to analyze them and include them in your results.

    2. For each company that Greenlite will analyze, compile a ZIP file with the required documentation.

Step-by-Step Guide

1. Log in to Greenlite Account

  1. Go to us.greenlite.ai

  2. Login using your email address. 

  3. Click on the Document Upload tab

2. Click on the Document Upload Tab

3. Upload the documents for Greenlite to use:

  1. Upload the prepared spreadsheet with business information for review

  2. Sample EDD case & SOP Documents

    1. Accepted file formats include PDF, DOCX, or XLSX.

  3. [Optional] Documents & Transactions 

    1. Prepare a ZIP file for each company that has all the related documentation

4. Click the Submit button and ensure all documents are listed in the table:

5. Configuration Process

Once your documents are uploaded, our team will begin configuring Greenlite to match your desired output format and requirements.

6. Results Review

You'll receive an email notification when your results are ready to review. 

How to Access Cases:

1. Navigate to the Due Diligence Tab and Click on any Case in the Completed Case Table

2. Review the contents of each case