For M&A and Transactions Consultants

Run Cross-Functional Due Diligence Without 100 Meetings

Capture risks, processes, dependencies, controls, tech architecture, and pain points from both sides — structured and comparable.

Align Leaders From Both Organizations Fast

Structured engagement reveals where leadership teams disagree on strategy, priorities, and operating models — so you can fix alignment early.

Keep IMO & Workstreams on Track Without Micromanaging

Weekly or biweekly pulses to collect blockers, dependencies, decisions needed, confidence levels, and resource issues. AI flags where workstreams are drifting.

Faster Problem-Solving

AI aligns stakeholders across departments, eliminating the need for middlemen and accelerating solutions.

Make Post-Merger Integration Measurable

Sentiment, readiness, risk, progress, and alignment — all visible.
No more surprises at the steering committee.

Ge to the source of Truth

Weekly calls with employees surface key problems that would otherwise stay hidden or take months to reach you.

Templates for M&A & Transactions Consultants

Cross-Company Alignment Scan

Get real-time alignment on priorities, roadblocks, and team sentiment.

AI compares perspectives and exposes integration risks immediately.

Use for: early integration planning, cultural assessment, synergy modeling.

Functional Diligence Input Sprint

Gather process, system, risk, and ownership insights across mirrored functions.

AI summarizes responses and ranks priorities based on sentiment analysis.

Use for: financial diligence, tech diligence, operational diligence.

Integration Execution Pulse

Track progress, blockers, morale, capacity, and decision bottlenecks across the integration program.

AI extracts themes from responses and highlights communication gaps.

Use for: IMO support, Day 1 prep, 100-day plans.