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Solutions · Corporate Development

Build your corp-dev brain.Run the process, not the chaos.Diligence the data room in minutes.Keep the whole team aligned.Query every target you have screened.

Sourcing, diligence, team coordination and integration on one source of truth, so every target, model and decision stays connected from first look to synergy capture.

For heads of corp dev, M&A leads and integration teams.

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Your stack, structured into one firm brain
01 · The problem

Everyone we talk to names a different one.

Every target screen starts from a blank spreadsheet.— Head of Corp Dev
Diligence lives in one person’s head until they are out.— M&A Lead
The board wants a shortlist backed by numbers, not a gut call.— VP, Corp Dev
Half the team is working off last week’s model.— Integration Lead
We buy the company and lose the diligence findings.— Head of Corp Dev
Synergy targets never get tracked after close.— M&A Lead
Every deal reruns the same data-room questions.— Analyst
I want the whole process on one source of truth.— Head of Corp Dev
02 · What you can build

One platform, the whole deal journey.

These are the bigger workflows we build with you. From that foundation, every one of these agents and apps is configured to how your firm actually works.

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  1. 01Target sourcing
    • CIM triage & auto-populate
    • Keyword alert & scoring
    • Natural-language deal search
    • Pipeline CRM
    • Watchlist
  2. 02Valuation & models
    • Financial extraction
    • Quick valuation model
    • Peer comps
    • Models
    • Comps
  3. 03Diligence
    • Data-room ingestion
    • Doc-to-request matching
    • Data-room Q&A
    • Diligence
    • Request Tracker
  4. 04Board & approvals
    • IC & board memo generation
    • Pro forma build
    • Approvals
    • Board Pack
  5. 05Reporting
    • Weekly report agent
    • Exec summary draft
    • Milestone alerts
    • Pipeline Dashboard
    • Reporting
  6. 06Integration & monitoring
    • Recurring financial ingestion
    • Synergy capture tracking
    • Integration Workplan
    • Synergy Tracker

Agent — runs on a trigger, does the work, reports back. App — a live view your team opens any time, always current.

03 · Example workflows

The agents and apps, chained into real workflows.

Any of these building blocks can be assembled into an automation that runs end to end. A few we build most often.

Thesis to shortlist
The board sets a thesisTrigger
Screen the landscape against it
Score strategic & financial fit
Assemble the shortlist with sources
→A board-ready shortlist, backed by numbers
Data room to board memo
A target opens its data roomTrigger
Ingest the data room
Match documents to the request list
Draft the board memo & pro forma
→A first-draft board memo and pro forma
Close to synergy capture
A deal closesTrigger
Stand up the integration workplan
Ingest the monthly actuals
Track synergies against target
→An integration dashboard, synergies flagged
04 · Proof
40 hrsOff every landscape screen.1 processSourcing to synergy, one source of truth.Board-readyShortlists backed by real numbers.

Your team’s intelligence.
Finally working together.

See how DealSage helps investment teams capture knowledge, automate workflows, and make better decisions.

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