Financial Diligence
- QoE and revenue quality
- Working capital and debt tie-outs
- Adjustments with source schedules
Market context
Diligence teams are redesigning workflow under deal pressure
Cited market benchmarks and third-party studies underpin these figures.
Product scope
Sorai covers Financial Diligence and Deal Intelligence
Two workspaces only - tax and legal diligence stay with counsel and advisors.
Deal Intelligence
- Findings mapped to deal economics
- Risk scoring on source documents
- Committee readout from the live record
Operating sequence
How live diligence moves through Sorai
01
Open the mandate
Set the deal, owners, and the diligence questions that matter before the file fills up.
02
Work inside the record
Findings, source support, and escalation stay attached while QoE and deal impact are still moving.
03
Enter review prepared
Partners read the same evidence chain the analysts used - without a last-minute memo rebuild.
Product walkthrough
Watch how the workspaces sit side by side
A recorded Sorai session covering Financial Diligence and Deal Intelligence is coming soon.
Ambient: Scott Buckley, The Long Dark (CC BY 3.0)
Insights
Notes for teams inside active deal work
Due Diligence
What Is Due Diligence in M&A? A Complete Guide
Due diligence in M&A is the buyer's systematic investigation of a target company's financial, tax, legal, and operational position before closing. This guide covers every workstream, timeline, and checklist.
AI Due Diligence
AI in M&A Due Diligence: How It Works, What It Changes
AI changes M&A due diligence by accelerating document ingestion, extraction, issue triage, and synthesis. Here is how serious deal teams use it without losing review quality or control.
Target Screening
M&A Target Screening with AI: How PE Firms Find Deals Faster
AI improves M&A target screening by widening the universe, enriching company profiles faster, and ranking targets against explicit investment criteria before the deal team commits time.