The AI-powered operating system. Built for M&A.
A suite of customizable applications designed for M&A teams, used across the deal lifecycle.
Build your M&A machine. Less grunt work. Move Faster. Lower cost.
An intelligent engine. For every stage of your deals.
Pipeline and Screening
• Managing pipeline
• Internal approvals
Diligence
• Secure VDR
• Document review
• Synthesis across workstreams
Execution
• Documentation
• Budgeting
• Closing tasks
Integration & Value Creation
• Post-close planning and tracking
• Integration / separation
From days to minutes
"This takes hours of manual work out of our process. Things that used to take half a day now take minutes."
“It’s not about changing how we do deals. It’s about removing the work that slows us down.”
Deal teams use M&A OS to support:
Deal pipeline management, screening, and internal approvals
Diligence review and synthesis across workstreams
Review, production,
and tracking of
transaction and
internal documentation
Deal screening and
company research
A secure virtual data room
Budgeting and
advisor
spend management
Deal execution and
post-closing obligation
tracking
Integration, separation,
and value creation
planning and execution
Digitize, build, and automate your team’s M&A playbooks, whether those playbooks are informal, still evolving, or well established.
M&A OS can be customized to reflect how your team assesses opportunities, synthesizes diligence, and tracks post-closing activity.
