Institutional-Quality M&A Analysis in Hours, Not Weeks
23 specialized AI agents deliver comprehensive M&A due diligence (financial, legal, market, tax, risk) PLUS CFO-grade analytics with bridge analysis, scenario modeling, and evidence-enforced reporting.
Deliverables
Every analysis generates a complete suite of institutional-quality reports
IC Memo (PDF)
Professional Investment Committee Memorandum with bridge analysis, scenario modeling, sensitivity tables, and full artifact provenance
M&A Financial Model (Excel)
CFO-grade Excel with 27 tabs including EDA Dashboard, Factor Model, Early Warning, revenue/margin bridges, and scenario analysis
Board Presentation (PPTX)
Executive PowerPoint deck with strategic rationale, valuation bridges, scenario comparison, and key recommendations
Interactive Dashboard (Marimo)
Live analytics dashboard with CFO Analytics tab, trend charts, factor scatter plots, bridge waterfalls, and sensitivity heatmaps
18 Specialized AI Agents
Each agent is an expert in a specific area of M&A analysis, working in parallel for comprehensive coverage
DataMart Builder
Multi-source data ingestion with LTM/TTM calculations
Financial Analyst
Deep financial statement analysis and metrics
EDA Agent
Exploratory data analysis with trend/outlier detection
PCA Factors Agent
Factor analysis and company positioning
Drivers Agent
Bridge analysis (revenue/margin/FCF decomposition)
Risk Assessment
Comprehensive risk identification and scoring
Market Strategist
Market positioning and competitive analysis
Legal Counsel
Regulatory and legal risk assessment
Deal Structuring
Optimal deal structure recommendations
Accretion/Dilution
EPS impact and financial modeling
Integration Planner
Synergy identification and realization
Tax Structuring
Tax implications and optimization
Competitive Benchmarking
Peer comparison and positioning
Sources & Uses
Transaction financing analysis
Exchange Ratio
Fair exchange ratio calculation
CFO Pack Composer
CFO-language narrative with artifact citations
External Validator
Cross-reference and validation
Macroeconomic Analyst
Economic environment assessment
Financial Deep Dive
Detailed financial forensics
Contribution Analysis
Pro forma contribution analysis
Synthesis Reporting
Executive summary generation
Project Manager
Workflow orchestration
Conversational Synthesis
AI Copilot for follow-up Q&A
Platform Capabilities
Bridge Analysis Engine
YoY decomposition of revenue, margins, and FCF with peer comparison - explains exactly where value is created or destroyed
Scenario Modeling
Base/Bear/Bull scenarios with NPV/IRR, 2D sensitivity tables, and Monte Carlo simulation for transparent risk assessment
3-Gate Quality System
Reconciliation, Analytics QA, and Consistency gates that BLOCK report generation if data quality issues detected
Evidence Enforcement
Every statement cites artifact_id - blocks reports without citations to prove agents did real work, not hallucinations
Palantir-Style Analytics
Deterministic EDA and PCA factor models with SHA-256 dataset hashing for CFO-grade financial intelligence
Multi-Source Data
Ingests from 10+ sources: SEC EDGAR, FMP, Tavily, ECG, management notes, footnotes, with LTM/TTM calculations
Multi-LLM Architecture
Leverages Claude 4.5, Gemini 2.5 Pro, DeepSeek-V3.2, and Grok 4 - best model for each task
Real-Time Collaboration
Live WebSocket updates, multi-user workspace, role-based access, and comprehensive audit trails
Ready to Accelerate Your Due Diligence?
See how leading M&A teams are using AI to deliver better analysis in less time.