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.

Book a callSee what you can build →
01 · The problem

What we hear on first calls.

Everyone we talk to names a different pain.

“Every target screen starts from a blank spreadsheet.“Half the team is working off last week’s model.“The board wants a shortlist backed by numbers, not a gut call.“I want the whole process on one source of truth.“Every target screen starts from a blank spreadsheet.“Half the team is working off last week’s model.“The board wants a shortlist backed by numbers, not a gut call.“I want the whole process on one source of truth.
“Diligence lives in one person’s head until they are out.“We buy the company and lose the diligence findings.“Synergy targets never get tracked after close.“Every deal reruns the same data-room questions.“Diligence lives in one person’s head until they are out.“We buy the company and lose the diligence findings.“Synergy targets never get tracked after close.“Every deal reruns the same data-room questions.

Different symptoms, one cause: your firm’s knowledge isn’t structured anywhere.

02 · What you can build

A day on the platform.

Triggers fire, agents run, and the output lands in an app before you ask. Three workflows we build most often for corporate development teams — every trigger, schedule and output configured to how your firm runs.

09:12On ask
The board sets a thesisTrigger
  • Screen the landscape against it
  • Score strategic & financial fit
  • Assemble the shortlist with sources
+2 daysA board-ready shortlist, backed by numbersWatchlistDays, not months
10:30Live deal
A target opens its data roomTrigger
  • Ingest the data room
  • Match documents to the request list
  • Draft the board memo & pro forma
16:00A first-draft board memo and pro formaBoard PackSame day
Close dayScheduled
A deal closesTrigger
  • Stand up the integration workplan
  • Ingest the monthly actuals
  • Track synergies against target
Day oneAn integration dashboard, synergies flaggedSynergy TrackerFrom day one

The full library, across the journey.

Every agent and app below comes as standard, configured to your firm. Anything your team does repeatedly can become the next one.

01Target sourcingCIM triage & auto-populateKeyword alert & scoringNatural-language deal searchPipeline CRMWatchlist
02Valuation & modelsFinancial extractionQuick valuation modelPeer compsModelsComps
03DiligenceData-room ingestionDoc-to-request matchingData-room Q&ADiligenceRequest Tracker
04Board & approvalsIC & board memo generationPro forma buildApprovalsBoard Pack
05ReportingWeekly report agentExec summary draftMilestone alertsPipeline DashboardReporting
06Integration & monitoringRecurring financial ingestionSynergy capture trackingIntegration WorkplanSynergy Tracker

Agent runs on a trigger, does the work, reports back.App a live view your team opens any time, always current.+Build your own we build the first ones with you; your team keeps adding.

03 · Proof

Real firms, real numbers.

All case studies →
Acquisitive industrials group

A landscape screen the board can interrogate

40 hrsoff every landscape screen.
Read the study →Serial-acquirer corp dev team

One process from sourcing to synergy capture

1 processsourcing to integration on one source of truth.
Read the study →Listed-company M&A team

Shortlists backed by numbers, not gut calls

Board-readyshortlists, every figure cited to source.
Read the study →

Your team’s intelligence.
Finally working together.

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

Schedule a call