M&A Advisory
An M&A advisory team came to us mid-quarter with a challenge familiar to anyone in deal flow: junior analysts were spending 60+ hours per deal manually combing through pitch decks, building comparison spreadsheets, and flagging inconsistencies that senior bankers would need to investigate. The first pass alone—just extracting financials and positioning—took two full days. And because every deck arrived in a different format, there was no reliable way to accelerate the work without risking errors.
And it wasn't just slow. It was risky. Inconsistencies between a company's revenue forecast and its customer concentration might not surface until days into diligence. Competitive claims went unverified until the first partner review. Every deck required the same manual build-up, and every delay pushed decisions further from the deal timeline.
The solution centered on intelligent automation at each stage of intake: - Structured ingestion that reads any pitch deck format and extracts financials, assumptions, and claims into a standardized data model—no more copy-paste. - Risk detection that automatically flags projection inconsistencies, unsupported market claims, and red flags based on historical deal patterns—issues surface immediately, not days later. - Comparative analysis that pulls similar transactions and benchmarks key metrics in real time—analysts start with context, not a blank spreadsheet. - Synthesis and reporting that generates a structured due diligence summary with citations back to source materials—partners get the memo without waiting for manual write-ups. - Collaborative workflows that route flagged issues to the right team members and track resolution—nothing falls through the cracks.
