Accelerates M&A due diligence by processing entire data rooms, extracting key findings, identifying risks, and generating comprehensive reports—reducing 6-week reviews to days while catching what humans miss.
"Our last acquisition had a $340M enterprise value and a 4,200-document data room. We had 6 weeks and 8 attorneys. That's roughly 500 documents per person, 80+ documents per day. You're not reading at that pace—you're scanning and hoping. We found the major issues, but we missed a $2.4M environmental liability buried in a lease amendment. Nobody reads lease amendments word-for-word when you're processing 80 documents a day. That $2.4M came out of the purchase price adjustment—after we'd already closed. Due diligence at this volume isn't diligence. It's managed risk acceptance disguised as review."
— General Counsel, Private Equity Portfolio Company
Deploy an AI that reads every document in the data room, extracts every relevant term, cross-references for hidden issues, and delivers findings organized by risk level—in days instead of weeks.
Every document in the data room read and analyzed. No scanning, no skipping, no fatigue. 4,000 documents processed in days with consistent thoroughness regardless of volume.
Connections humans miss. Board minutes mentioning litigation cross-referenced with disclosure schedules. Customer contracts compared against revenue schedules. Employment terms mapped to severance exposure.
Findings delivered by severity. Critical issues surface immediately. Change of control triggers consolidated. Attorney time focused on judgment calls, not document processing.
Commercial agreements, NDAs, licenses, and partnerships with complete term extraction and risk mapping.
Employment agreements, equity grants, and HR policies with retention risk analysis.
Patents, licenses, and technology agreements with ownership and encumbrance analysis.
Financial statements, tax returns, and audit reports with consistency verification.
Leases, property agreements, and environmental reports with commitment mapping.
Claims, disputes, and regulatory matters with exposure quantification.
Healthcare SaaS acquisition with "clean" disclosure schedules. Agent cross-referenced board minutes against seller representations and discovered material litigation not disclosed.
"Cross-reference alert: Material discrepancy detected. Source document: Board Meeting Minutes (March 2024, page 7). Reference: 'Board discussed pending patent infringement claim from MedTech Holdings. Outside counsel estimates exposure at $4.2M. Settlement discussions ongoing.' Cross-reference check: Seller Disclosure Schedule 3.8 (Litigation). Finding: No reference to MedTech Holdings claim. No reference to any patent litigation. Schedule states: 'No material litigation pending or threatened.' Discrepancy severity: CRITICAL. Recommended action: Immediate inquiry to seller regarding undisclosed patent claim. Request all documents related to MedTech Holdings matter. Potential purchase price adjustment: $4.2M+ (exposure plus legal fees plus potential injunctive risk). Additional discovery: Found 3 additional email references to 'MedTech situation' in executive correspondence folder."
Manufacturing acquisition with 1,200+ contracts. Manual review would miss provisions scattered across customer, vendor, lease, and employment agreements. Agent found 23 change of control triggers.
"Change of control analysis complete. Documents reviewed: 1,247 contracts. CoC provisions identified: 23. Customer contracts with CoC triggers: 8 contracts representing $18.4M ARR (39% of total revenue). Highest risk: Enterprise Manufacturing Co. MSA ($12.4M ARR) - Section 14.2 grants termination right upon 'change in majority ownership or control.' Notice required: 90 days. Vendor contracts with CoC triggers: 7 agreements. Critical: AWS Partnership Agreement allows AWS to terminate 'strategic partner' pricing tier upon change of control. Estimated annual cost increase: $890K. Real estate with CoC triggers: 3 leases. Headquarters lease (Section 22.1) requires landlord consent for assignment; consent may be withheld in landlord's 'sole discretion.' Employment with CoC triggers: 5 executives with double-trigger acceleration or enhanced severance. CFO and CTO have single-trigger provisions. Total CoC severance exposure: $4.7M. Recommendation: Pre-closing consent required for 3 critical customer contracts and headquarters lease. Executive retention agreements needed for CFO and CTO."
Competitive auction with compressed timeline. Traditional diligence impossible. Agent processed entire 4,200-document data room in 4 days with full reporting.
"Project Falcon diligence complete. Timeline: 96 hours from data room access to comprehensive report delivery. Documents processed: 4,247. Pages analyzed: 89,432. Processing rate: 44 documents/hour (continuous). Findings generated: 847 unique findings across 6 workstreams. Critical issues: 4 (requiring immediate attention). High-priority issues: 12 (requiring detailed review before signing). Medium issues: 47 (for post-signing resolution). Standard extraction: Complete contract database created (1,234 active contracts, all key terms extracted). Cross-reference analysis: 2,847 cross-references checked across disclosure schedules vs. data room documents. Discrepancies found: 7. Attorney review required: 63 documents flagged for human judgment (1.5% of total). Estimated manual equivalent: 8 attorneys × 6 weeks = 1,920 attorney hours. Agent processing: 96 hours + 120 hours attorney review of flagged items = 216 total hours. Time savings: 89%. Cost savings: $340K (external counsel fees avoided)."
Software acquisition where seller presented "diversified" customer base. Agent analyzed contracts against revenue data and discovered dangerous concentration not apparent from summary data.
"Revenue concentration analysis complete. Seller representation: 'No single customer represents more than 15% of revenue.' Analysis finding: MISLEADING. Individual customer analysis confirms no single customer >15%. However, corporate family analysis reveals: MegaCorp (including subsidiaries MegaCorp Healthcare, MegaCorp Financial, MegaCorp Europe) = 34% of ARR ($16.1M). TechGiant (including TechGiant Cloud, TechGiant AI division) = 21% of ARR ($9.9M). GlobalBank (including GlobalBank Securities, GlobalBank Insurance) = 12% of ARR ($5.7M). Combined top 3 corporate families: 67% of ARR ($31.7M). Additional risk factors discovered: MegaCorp MSA expires in 8 months. No renewal commitment. Section 4.7 includes MFN clause triggered by acquisition. TechGiant contract contains termination for convenience with 60-day notice. GlobalBank has RFP process scheduled for Q2 (found in account team email). Recommendation: Revenue concentration represents material risk not adequately disclosed. Require seller rep adjustment. Consider earnout structure tied to customer retention. Prioritize MegaCorp renewal before close."
Every document read and classified. No volume limits. Consistent analysis regardless of size.
Disclosure schedules checked against documents. Inconsistencies and gaps surfaced.
Findings ranked by severity. Critical issues surface first. Attorney time focused correctly.
CoC provisions identified across all agreement types. Exposure quantified. Consent requirements mapped.
Contract values reconciled to financials. Revenue recognition verified. Deferred revenue validated.
Severance exposure calculated. Non-competes mapped. Retention risk quantified.
Organized by diligence workstream. Ready for deal team review. Exportable findings.
Undisclosed liabilities, inconsistent representations, and hidden risks surfaced automatically.
Board-ready reports with findings, risks, and recommendations. Deal-specific customization.
Reports to: General Counsel / M&A Lead
Availability: 24/7 during active deals
Scope: All diligence workstreams
Complete specification including workstream configurations, risk scoring, and report templates.
Download .docxConfigure workstream-specific extraction rules, define risk thresholds, and customize report formats for your deal team.
Pay once. Own the asset. Full source code. Deploy on unlimited deals.
All documents, analysis, and findings never leave your infrastructure. Complete confidentiality.
New extraction patterns, cross-reference rules, and model improvements for complex deals.
Configure workstreams, risk thresholds, and report formats for your deal practice.
Deploy the M&A Due Diligence Agent on your infrastructure. Every document analyzed. Every risk surfaced. Days instead of weeks.
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