M&A

AI that speeds deals from sourcing to integration

Automate diligence, manage artifacts, and assist teams with secure, cited knowledge.

Priority Use Cases

High-impact automations and assistants that deliver immediate value.

Faster diligence with consistent evidence capture and reduced review hours.

Ingest VDR docsSummarize with citationsRedact PII & sensitive termsExport findings to trackers

Rank and prioritize opportunities using your thesis and constraints.

Ingest target signalsScore against criteriaExplain ranking with evidenceSync shortlist to CRM

Centralize actions, owners, and rationale with audit trails.

Capture issues/risksRecommend next stepsLog decisions & ownersNotify workstreams

Surface change‑of‑control, assignment, and exclusivity clauses at scale.

Parse agreementsExtract key clausesLink to source pagesExport to diligence trackers

Tool-agnostic, outcome-focused. We integrate with your stack.

Secure knowledge copilots for diligence and integration.

Citations

Redaction

Access controls

Intake, triage, and approval workflows across teams.

Queues

SLAs

Approvals

Guardrails and evaluation for decision support.

Human‑in‑the‑loop

Policy checks

Decision traceability

We meet you where you are.

Evidence capture and auditability

Role-based access controls

PII redaction and tokenization options

Comprehensive audit logs

Data retention and deletion policies

We align with your deal governance and information security standards. We are not a regulated financial institution nor legal advisor.

Tell us about your challenges and goals. We’ll propose a focused pilot.