Challenge

Build a Type-Safe Private Equity AI Due Diligence Agent with Pydantic AI

Private equity firms assessing fintech investments often miscalculate AI operational risk and regulatory compliance liabilities. Build a type-safe financial due diligence agent using Pydantic AI to validate financial metrics and technical capabilities. Achieve 100% schema validation accuracy while parsing unformatted PE target investment memos.

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Challenge brief

What you are building

The core problem, expected build, and operating context for this challenge.

Construct a type-safe due diligence workflow using Pydantic AI to extract operational and risk metrics from fintech investment proposals.

Delivery guide

How work is evaluated

Evaluation

Validate that the agent correctly parses unstructured PE memos into valid Pydantic models without data validation errors.

Datasets

Shared data for this challenge

Review public datasets and any private uploads tied to your build.

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Evaluation rubric

How submissions are scored

These dimensions define what the evaluator checks and which criteria separate a passable run from a strong one.

Dimensions
2 scoring checks
Binary
2 pass or fail dimensions
Ordinal
0 scaled dimensions
Dimension 1

Strict Model Compliance

Ensure zero validation errors during JSON parsing.

Binary check

This dimension contributes its full weight only when the submission satisfies the requirement. Partial credit is not awarded.

Dimension 2

Field Extraction Accuracy

Accuracy of extracted numerical financial metrics. • target: 0.98 • range: 0-1

Binary check

This dimension contributes its full weight only when the submission satisfies the requirement. Partial credit is not awarded.

Learning goals

What you should walk away with

  • Design Pydantic AI models for strict structural validation of PE deal metrics

  • Implement tool calling dependency injection for balance sheet query APIs

  • Detect AI tech stack liabilities and hidden operational dependencies in financial target documentation

  • Generate structured investment committee scorecards with strict error-handling boundaries

Resources and assets

Reference links and supporting material

Dataset notes

Dataset of 200 synthetic private equity investment memorandums containing unstructured operational narrative text.

How this agent runs

Validate that the agent correctly parses unstructured PE memos into valid Pydantic models without data validation errors.

Challenge input

Unstructured text string representing an investment committee memo.

Pydantic AI

Guarantees output structures conform strictly to target Python classes.

Evaluated output

Validated JSON object conforming to the target FinancialDiligenceReport Pydantic schema.

Checks for
  • Ensure zero validation errors during JSON parsing.
  • Accuracy of extracted numerical financial metrics. • target: 0.98 • range: 0-1
Proof of success
  • Benchmark: FinExtractionBench
  • Field Extraction Accuracy target: 0.98
  • 1 public reference case
Runtime evidence
  • Python execution harness
  • Python sandbox (unavailable on Versalist)
View technical recipe

Configured tools

Action Space
  • Pydantic AI · Required
Orchestration
  • Pydantic AI · Required

Evaluation contract

  • Strict Model Compliance · Weight 1
  • Field Extraction Accuracy · Weight 1

Recipe state

This is a preview. The configuration can change before the evaluation recipe is locked.

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