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Financial

M&A Advisory

⚡ Hero Feature: Data Room Scanner

Scans thousands of due diligence docs to flag financial red flags for investors.

See M&A Advisory in Action

Product Demo — 3 min

AI AGENTS

5 Specialized Agents

Each agent is an AI specialist that handles a specific part of your workflow autonomously.

Agent 1 of 5

DS

Doc Scanner

Scans thousands of due diligence documents to extract key financial data.

Uses:

Agent 2 of 5

RF

Risk Flagger

Flags financial red flags and inconsistencies in due diligence materials.

Uses:

Agent 3 of 5

FA

Financial Analyzer

Performs deep financial analysis on target companies for investor review.

Uses:

Agent 4 of 5

RG

Report Generator

Generates automated performance and compliance reports for management review.

Uses:

Agent 5 of 5

IU

Investor Updater

Keeps investors updated with structured progress reports during transactions.

Uses:

WORKFLOW

How Your Agents Collaborate

Each agent handles its specialty, then passes results to the next — forming an autonomous pipeline.

DS

Doc Scanner

Agent 1

→

RF

Risk Flagger

Agent 2

→

FA

Financial Analyzer

Agent 3

→

RG

Report Generator

Agent 4

→

IU

Investor Updater

Agent 5

INTEGRATIONS

Connected Tools

M&A Advisory agents connect to these tools your team already uses.

Google Docs

Google Sheets

Gmail

Slack

AI Engine

Ready to deploy M&A Advisory?

5 AI agents ready to start working for your business today.