Custom Agents & Workflows for M&A

Who it is for

Firms with lean teams executing transactions that need operational leverage without hiring more analysts.

M&A boutiques;
investment banking boutiques;
corporate finance advisors;
debt advisory firms;
valuation consultancies;
transaction services boutiques.

Workflows we can implement

Workflow	What it does
Buyer List Assistant	Maps buyers, investors and targets with strategic rationale
Data Room Copilot	Summarizes documents, organizes questions and improves diligence search
Market Research Agent	Produces sector briefings, comps, trends and market maps
CIM / Teaser Copilot	Supports structuring, review and adaptation of transaction materials
Deal Notes & Follow-up Agent	Turns meetings into notes, next steps and follow-ups
Deal Knowledge Base	Organizes templates, learnings, theses, contacts and internal materials

How we implement

Map the current workflow
Define inputs, outputs and users
Configure agents and copilots
Connect documents and tools
Test with real cases
Train the team
Measure impact and iterate

With or without Blueprint

Workflows can be implemented directly when the use case is already clear. When the firm still needs to prioritize opportunities, we recommend starting with the AI Dealflow Blueprint.

Security and governance

human review on sensitive decisions;
traceability of inputs and outputs;
user permissions;
controls on sensitive documents;
usage logs;
clear limits on what AI can and cannot do.

Want to identify the first AI workflow for your deal operations?

Schedule a conversation to map opportunities and define the best implementation path.

See AI Dealflow Blueprint