Strategy & Governance · Module
M&A & Due Diligence
Confidential deals, evidence-linked diligence and synergies measured after close
M&A & Due Diligence is planned to run a confidential deal pipeline, structured diligence with evidence-linked findings, approvals with pre-registered synergy expectations, and integration plans whose synergies are tracked as goals.
Discipline for inorganic growth
Acquisitions are often approved on synergy promises that nobody checks afterwards. M&A & Due Diligence, planned for W5, is designed to make each step evidence-linked and to measure synergies after close.
Pipeline and targets
The deal pipeline covers acquisitions, mergers, investments, joint ventures and divestments, with codenames, stages, owners, value ranges and restricted membership. Target profiles hold the thesis, financial summary, product overlap, key people and sources. Clean teams for competitively sensitive data are enforced across search, Copilot and exports.
Structured diligence
DD checklists come as workstream templates (legal, financial, tax, HR, IT and security, commercial, regulatory and ESG), including India-specific items (to be verified). Document analysis ingests data-room exports and extracts clauses such as change of control, assignment, exclusivity, termination and liabilities, plus anomalies, with page citations for human confirmation. The findings register records severity, category, impact estimate, evidence, owner and treatment: price adjustment, indemnity, condition precedent or walk-away. Q&A and RFIs to the target link to findings and checklist items.
Approvals with expectations
Investment committee and board approvals are Decision Requests with options, a valuation range, pre-registered synergy expectations and a critic review. Valuation and synergy ranges come from Forecast & Simulation scenario models with an assumption register. A regulatory approvals tracker covers competition and sectoral approvals using verified thresholds.
Integration and handoff
100-day integration plan templates generate Projects and Goals, and each synergy line becomes a goal with a baseline so outcome can be compared with expectation. Post-close handoffs create tasks for entity changes in Company Secretarial, cap-table changes, contract assignments and employee transfers to Core HR. A sell-side process is planned for W6. Parts of this module are still partly specified in the plan.
Features
What M&A & Due Diligence includes
Deal pipeline
Deal types, codenames, stages, value ranges and restricted membership.
Target profiles
Thesis, financial summary, product overlap, key people and sources.
DD checklists
Workstream templates including India-specific items.
Document analysis
Clause and anomaly extraction from data-room exports with page citations.
Findings register
Severity, impact, evidence, owner and treatment.
Q&A and RFIs
Questions to the target linked to findings and checklist items.
Deal approvals
Decision Requests with valuation range, synergy expectations and critic review.
Clean team and barriers
Enforced across search, Copilot and exports.
Valuation and synergy models
Scenario ranges with an assumption register.
Integration plan
100-day templates to Projects and Goals with synergy baselines.
Regulatory approvals tracker
Competition and sectoral approvals with verified thresholds.
Post-close handoff
Tasks to Company Secretarial, Cap Table, Contracts and Core HR.
Workflow
Diligence to measured synergy
- 1
Open a restricted deal with a clean team
- 2
Run workstream checklists
- 3
Analyse data-room documents and confirm findings
- 4
Approve with pre-registered synergy expectations
- 5
Launch the 100-day integration plan
- 6
Track synergy goals against their baselines
AI
AI skills and Digital Employees
Clause extraction
Proposes clauses and anomalies with page citations for confirmation.
Findings drafting
Drafts proposed findings for reviewers.
Target research
Research runs and fit scoring for targets.
Digital Employees that use this module
They act through the same governed Actions as people; risky steps wait for approval.
Frequently asked questions
When is it planned?
W5 (Years 4 to 5), as an add-on.
Are AI findings final?
No. Extracted clauses and findings are proposals that a reviewer confirms.
How is confidential data protected?
Deals have restricted membership, and clean-team barriers are enforced across search, Copilot and exports.
See M&A & Due Diligence in your workflow
Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.