From data room to transaction insight — in hours
Upload your documents, let 25 specialist agents analyse every workstream simultaneously, and review a structured, risk-flagged transaction report — all without waiting weeks for specialists to become available.
The five-step process
Five steps from raw data room to a transaction-ready report. No manual routing, no chasing specialists, no missed workstreams.
Upload
Drop your data room files into the secure workspace — PDFs, Word, Excel, PowerPoint. Our extraction engine parses and normalises every document automatically, and flags anything it can’t read so nothing slips through silently.
Pseudonymise
Before anything leaves our infrastructure, personal and sensitive identifiers are stripped and replaced with pseudonymous tokens. Only pseudonymised data is ever sent to the LLM — your clients’ actual information stays with us.
Classify
Documents are mapped against our Data Room Master Checklist — 200+ document types across every workstream — and bundled into related groups so cross-document context is preserved. You see exactly what you have, what’s missing, and what needs attention.
Analyse
25 specialist agents run in parallel — 16 workstream agents, including a financial DD team of nine sub-agents. Legal reads contracts. Tax reviews compliance. Financial DD reconstructs normalised earnings. Every document, every dimension — at the same time.
Report
Client-ready outputs land in your workspace: a fact-grounded Red Flag Report and Board Pack, a live issues log for triage, workstream findings, and a coverage score against the master checklist. Every finding cited back to the source document — verify, interrogate, present with confidence.
25 specialist agents. Every workstream covered.
Each agent is independently trained on its domain and runs in parallel — giving you comprehensive coverage across every dimension of a transaction, simultaneously.
Financial & Tax
Financial DD
Revenue quality, working capital, EBITDA normalisation, forecast assumptions
Includes 8 sub-agents
- QoE — Quality-of-earnings analysis and adjustments
- Working Capital — Normalised working capital and peg calculations
- Cashflow & Capex — Cash generation and capital expenditure trends
- Debt & Balance Sheet — Debt-like items, net debt walk, balance sheet integrity
- Financial Modeller — Rebuilds and stress-tests financial forecasts
- Reconciler — Cross-period reconciliations and anomaly detection
- Revenue Quality — Revenue composition, recognition, and concentration
- Cost Structure — Fixed vs variable, margin drivers, cost sustainability
Tax DD
Tax structure analysis, transfer pricing, compliance gaps, deferred liabilities
Legal & Governance
Legal
Contract analysis, change-of-control clauses, litigation exposure, regulatory compliance
Corporate Governance
Board structure, shareholder agreements, decision-making authority, compliance framework
Intellectual Property
IP ownership verification, licensing arrangements, patent portfolio, infringement risk
Commercial & Market
Commercial DD
Customer contracts, revenue concentration, pricing sustainability, retention metrics
Market
Market sizing, growth assumptions, addressable opportunity, demand drivers
Competitor
Competitive positioning, market share dynamics, strategic threats, differentiation
Transaction Director
Transaction rationale validation, value creation drivers, synergy analysis
People & Operations
HR Contracts
Employment terms, key person dependencies, non-competes, incentive structures
Operations
Supply chain resilience, operational dependencies, process efficiency, scalability
Real Property
Lease terms and obligations, property-related risks, valuations, title issues
Technology & Risk
IT & Cybersecurity
Technology infrastructure, security posture, data governance, system dependencies
Insurance
Coverage adequacy, claims history, gap analysis, D&O and liability exposure
ESG
Environmental liabilities, social governance obligations, sustainability disclosures
Cross-Workstream
Data Linkage
Cross-references and reconciles findings across all workstreams to surface compound risks
What you get at the end
Not a raw AI output. A structured, auditable transaction package — built to the standard advisors and their clients expect.
Red Flag Report
A client-ready report (PDF + Word) of the material risks in the transaction. Composed from verified facts — a validator rejects any number that can’t cite its source document.
Board Pack
A board-level summary of the transaction risk picture, built from the same fact base — ready to table with principals and investment committees.
Live issues log
Every flagged risk lands in a triage table: severity, workstream, status, and notes. Work the list down as the deal progresses, and export it for your report pack.
Workstream reports
Detailed findings for each of the 25 agents, independently re-checked with chain-of-verification, with risk ratings and document-level citations.
Coverage score & gap analysis
A scored view of what was provided versus the 200-item Data Room Master Checklist — so you know exactly what’s still outstanding and what to request.
Q&A workspace
Ask follow-up questions across the full data room using natural language. Answers are grounded in the documents and cited — not hallucinated.
On the roadmap
Your documents never reach the AI raw.
Confidentiality is enforced by the architecture, not a policy document. Four guarantees underpin every engagement:
Pseudonymised first
Names and identifiers are stripped and tokenised before a single character reaches an LLM.
Isolated engagements
Every transaction runs in its own environment — never commingled with other clients or deals.
Never used for training
Your documents are never used to train, fine-tune, or improve any AI model.
Deletion you can prove
The token-to-name mapping is encrypted; destroying the key makes deletion mathematically irreversible.
Control-by-control status, data-flow architecture, and the documents your security team can request.