Private AI for m&a teams.

Keep the deal question connected to its evidence

Compare claims with underlying records and identify gaps that could change the transaction assumptions.

Inputs: Permissioned deal-room files, management interviews, models and diligence trackers.

From observation to completed task

Assign diligence questions and prepare scenario comparisons for the deal team.

Organise a deal-room question list for the next review

The supporting records include approved contracts, financial schedules and diligence notes.

Deal leaders validate findings and transaction decisions.

The systems involved

Isolated deal systems, financial modelling tools and controlled task writes.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Deal leaders verify valuation and material findings; no automatic disclosure or transaction approval.