Due Diligence
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 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
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.
Document Review
AI document review helps M&A teams classify files, extract key fields, connect evidence across workstreams, and escalate the highest-risk issues faster inside the data room.
Risk Scoring
M&A risk scoring helps deal teams rank findings, compare domain risks, and turn diligence evidence into clearer IC decisions without losing source-level context.
Pre-LOI
Pre-LOI due diligence helps buyers test the deal thesis, identify the highest-risk issues early, and decide whether to proceed, pause, or narrow the scope before exclusivity begins.