The AI-powered operating system. Built for M&A.
A suite of customizable applications designed for M&A teams, used across the deal lifecycle.
Walkthroughs and proof-of-concepts available.
An intelligent engine. For every stage of your deals.
Pipeline and Screening
(Managing pipeline, internal approvals)
Diligence
(Review and synthesis across workstreams)
Execution
(Documentation, budgeting, closing tasks)
Integration & Value Creation
(Post-close planning, tracking, integration/separation)
From days to minutes.
"This takes hours of manual work out of our process. Things that used to take half a day now take minutes."
"It's not about changing how we do deals. It's about removing the work that slows us down."
Deal teams use M&A OS to support:
Deal pipeline management, screening, and internal approvals
Diligence review and synthesis across workstreams
Review, production, and tracking of transaction and internal documentation
Budgeting and advisor spend management
Deal execution and post-closing obligation tracking
Integration, separation, and value creation planning and execution
Digitize, build, and automate your team's M&A playbooks, whether those playbooks are informal, still evolving, or well established.
M&A OS can be customized to reflect how your team assesses opportunities, synthesizes diligence, and tracks post-closing activity.
