Gather the materials.
Bring deal documents, financial models, and analyst notes into one review.
CATALOG ACQUISITIONS
Put the deal in order.
Custom AI systems that organize deal materials, prepare a diligence draft, and keep each open question connected to its source.
WHAT WE CAN BUILD
Less preparation. More room to review.
Trace the assumptions.
Connect findings to the records behind them. Keep missing information visible.
Prepare the next conversation.
Give your team a draft review and the questions to take back to the seller.
INVESTMENT REVIEW
Get the deal into a form
your team can review.
Documents, model assumptions, and rough notes. A diligence draft with the open questions still visible.
Deal documents Financial model Analyst notes
INVESTMENT REVIEWBuild this for your team
Ownership & rights Draft
01 / FOR YOUR TEAM’S REVIEW
Diligence draft
The model assumes a 60% publisher share. The supplied agreement has a blank signature page. The executed copy is still needed to check this assumption.
Read the source excerpts
- Model · assumptions tab
- Publisher share: 60%
- Agreement · signature page
- Signature: [blank] · Date: [blank]
- Analyst notes
- Executed copy requested; awaiting response.
QUESTION FOR THE SELLER
Can you provide the signed agreement supporting the modeled share?
LET’S PUT AI TO WORK
Start with your workflow.
Walk us through the files, the tools, and where the work slows down. We’ll discuss a useful first build.
Discuss your project