SEE IT RUN
What goes in, what the agent does, and what your team gets back, with every figure linked to its source.
CLIENT RESULTS
Client names withheld.
01
Market size, competition, customers and growth, built from the CIM, financials and public and paid sources. As a self-serve report, a scoped deep-dive or a full CDD run by our team.
Delivered through
Due Diligence Portal
Strategy Consulting
AI Deployment
Due Diligence Portal
Big 4 CDD team
$24B
U.S. market sized across 8 verticals
The challenge: the team needed to evaluate the U.S. industrial water treatment market and find acquisition targets for its clients, in a fragmented landscape that was hard to see. What we did: built an acquisition framework with ideal target profiles, recommended targets in the $20M to $50M revenue range, prioritised 13+ potential targets with a strategic-fit assessment, benchmarked 15+ competitors and provided valuation benchmarks, technology-rich targets at 8x to 12x EBITDA. The outcome: a sized market, a prioritised target list and valuation benchmarks for the client conversation.
AI Deployment
CDD advisory firm
~90 min
from source documents to a structured first draft
The challenge: IC memos were drafted by hand from CIMs, interviews and financials, and took days, a real constraint on time-boxed deals. What we did: pulls the key financials from the CIM and statements, builds revenue and EBITDA bridges with each figure linked to its source, and marks every add-back as keep, adjust or flag, with the reason. The outcome: deal teams start from a sourced first draft and spend their time on judgement.
02
How exposed the company is to AI, what stays defensible, and how ready its technology is, with management questions tied to each gap.
Delivered through
Due Diligence Portal
Strategy Consulting
AI Deployment
AI Deployment
Leading tech advisory firm
130
management questions, each tied to a scored gap
The challenge: every deal needed a view on AI risk, yet it rested on opinion and a few slides, and questions to management were ad hoc. What we did: once the CDD report was generated in our portal, three specialist agents ran an outside-in assessment with no management inputs. External disruption was scored on seven parameters, internal readiness was scored only on AI confirmed in use, and ten technology tracks were graded, all cited to source. The outcome: 130 management questions, each tied to a scored gap, ready for a deeper second run with management inputs.
