M&A and Due Diligence: AI workflows
Review transaction documents against a defined request list and record issues, missing material and follow-up questions.
- Extract obligations and qualifications from the relevant transaction documents.
- Reconcile the review table with the document index and request missing records.
Choose a task
Extract Clauses with Their Context
Build a clause inventory that preserves definitions and exceptions.
Review Contract Portfolio Data
Check aggregate contract figures against the underlying export.
Due Diligence Document Review
Build a diligence issues table from the supplied transaction records.
Contract Data Extraction
Extract contract fields into a source-linked table for checking before import.
Share Purchase Agreement (SPA) Analysis
Prepare a sourced issue map for a share purchase agreement.
Fund Terms Review (LPA)
Prepare an investor terms table from the fund’s limited partnership agreement (LPA). Identify its governing law; do not assume it is equivalent to a domestic fund or company form.
Term Sheet Comparison
Compare agreed term-sheet points with the latest agreement draft.
Learn the review method
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