M&A & Transaction Advisory
AI business systems for M&A and transaction advisory firms.
Cut the hours spent gathering and summarizing before analysis starts, and keep diligence, pipeline, and deal communication current while the deal moves.
From data room to deal team
The judgment stays with the deal team. The gathering, summarizing, tracking, and reporting around it does not have to.
Where the work gets stuck.
Hours disappear before analysis
Deal teams gather and summarize information long before anyone gets to think about what it means.
Diligence tracking sprawls
Requests and status live across email, spreadsheets, and the data room, and none of them agree.
Meeting notes vanish into deal churn
Actions agreed on a call get overtaken by the next call and never make it into a tracked list.
Pipeline data falls behind
CRM records reflect the deal as of whenever someone last had time to update it.
Deal updates are assembled by hand
Recurring status reporting to clients and internal stakeholders is rebuilt manually every cycle.
Prior deal work is hard to reuse
Lessons, templates, and analysis from past transactions are trapped in old folders.
AI business systems we can build here.
Systems that sit across the data room, inbox, CRM, and working files rather than adding another place to check.
Deal Intake & Research
Builds a structured profile on a target or opportunity from public sources and the materials provided, ready for the team to assess.
Screening decisions happen sooner with better inputs.
Diligence Document System
Classifies data room and incoming documents, extracts key terms and figures, and summarizes them against your diligence framework.
Analysts review summaries with sources, not raw folders.
Diligence Request & Issue Tracker
Keeps one live view of outstanding requests, responses received, and open issues, with follow-up to the responsible side.
One version of what is outstanding, always current.
Meeting & Action System
Turns deal calls into notes, decisions, and assigned actions that stay tracked through the transaction.
Commitments survive the pace of the deal.
Pipeline & CRM Updates
Converts correspondence and activity into structured pipeline updates so the CRM reflects the real state of each deal.
Pipeline reviews stop starting with data cleanup.
Deal Status Reporting
Assembles recurring deal and portfolio status reporting from the systems already holding the information.
Status reporting stops being a weekly project.
Knowledge & Prior Deal Search
Makes past transactions, templates, and analysis searchable in plain language across the firm.
Experience compounds instead of being rebuilt.
Communication Drafting Support
Drafts buyer, seller, and client communication grounded in current deal state, ready for the deal team to finalize.
Faster, more consistent deal communication.
Valuation, deal decisions, negotiation, and diligence conclusions stay with your people. These systems handle the gathering, summarizing, tracking, and drafting around that judgment.
Where we would start
Three places we would start in an advisory firm.
Diligence document handling
A major block of repetitive reading and summarizing on many transactions.
Request and issue tracking
A structured problem currently solved with spreadsheets and reminder emails.
Status reporting and pipeline hygiene
Recurring and formulaic, which makes it a strong candidate for a system.
How we work.
Friction Audit
A short conversation about the manual work, broken handoffs, and repetitive coordination slowing the business down.
Custom system build
We build around the tools and information you already use, starting with one workflow worth fixing.
Adoption and results
We train the people who touch the workflow, watch it run in real conditions, and keep improving it.
Spend the deal timeline on judgment, not assembly.
Start with a Friction Audit and we will identify the diligence and reporting work worth systematizing first.