Private AI for m&a advisers.

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.

Draft a transaction briefing from authorised deal documents

The supporting records include approved diligence records, management materials and transaction notes.

Advisers validate findings and negotiations.

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.