Case study

Illustrative Case Study: Buy-Side Software Roll-Up Diligence

An illustrative mid-market software platform acquisition where the buyer needed one operating record across QoE, SALT, and contract review before committee discussion.

Scope note

Illustrative workflow example based on common buy-side diligence patterns. It is included to establish the case-study architecture, not to make customer-specific claims.

Challenge

The deal team had parallel financial, tax, and legal workstreams, but evidence and reviewer context were likely to split across spreadsheets, memos, and inbox threads before committee review.

Approach

Sorai was positioned as the shared operating record. Financial DD tracked normalization items and NWC points, tax preserved SALT exposure and structuring notes, and legal mapped contract and change-of-control issues into the same review flow.

Outcomes

Leadership could review the live issue picture without reconstructing it from three separate summaries.
Open items stayed attached to support and reviewer context during the run-up to committee materials.
The transaction team had a clearer path from diligence findings to decision discussion.