M&A Due Diligence
Systematic document analysis for acquisitions — every representation verified, every number cross-referenced.
What It Does
The M&A module analyses acquisition deal documents including information memoranda, management presentations, financial statements, and data room contents. It cross-references representations across documents, validates financial statements for internal consistency, and generates a structured risk matrix.
Who Uses It
PE firms conducting portfolio acquisitions, corporate development teams, M&A advisory firms, and strategic buyers evaluating targets.
How It Works
Upload deal documents
Information memorandum, management presentation, historical financial statements, and any data room extracts.
Cross-document verification
Management representations in the IM are checked against financial statements. Revenue figures in the presentation are compared to filed accounts. Headcount claims are verified against employment data.
Financial consistency analysis
Historical financial statements are tested for internal consistency — balance sheet ties to P&L, cash flow reconciles, working capital trends match narrative.
Risk matrix
A structured output ranking identified risks by materiality and likelihood, with supporting evidence for each finding.
Key Capabilities
Cross-document representation verification
Financial statement consistency analysis
Revenue quality assessment (concentration, recurring vs one-time)
Working capital and cash flow analysis
Management team background verification
Comparable transaction benchmarking
What Makes It Different
The module treats every management representation as a claim requiring verification. It automates the grunt work of cross-referencing numbers across multiple documents — the task that junior analysts spend weeks on manually.
Frequently Asked Questions
What documents does the M&A module require?
At minimum: an information memorandum or management presentation, plus historical financial statements. The module works with whatever is available and flags missing documentation.
Can it handle data room contents?
Yes. The module can process multiple documents simultaneously and cross-reference between them.
See M&A Due Diligence in Action
Book a discovery call to see how the M&A Due Diligence module can strengthen your investment process.
Book a Discovery Call