Case study / Mergers & acquisitions
Two sides of diligence, one accountable workflow: contract intelligence that traces every answer back to the source, and financial statement analysis that turns separate source spreadsheets into a review-ready acquisition summary.
Built on actual contract-library processes and data. Ready to deploy, with customization to each customer's corpus, fields, and review rules.
The diligence challenge
Deal teams need both a portfolio-wide view and the meaning of a single clause.
The source brief described a large, continually changing collection of agreements in document storage. Questions ranged from parties and dollar amounts to lease expirations, warranty periods, reimbursement procedures, and even what kind of contract was in a folder. The team could not define every question in advance. Converting files to Markdown alone had not solved the problem: the document still had to be reread for each new question.
That is a familiar problem in M&A. The issue is not simply finding a file; it is bringing scattered obligations and commercial terms into view without losing the agreement behind each answer.
The organizing principle
Process an agreement as it enters the library, then use its structured facts and indexed clauses to answer subsequent questions. Routine queries should not require every source document to be reread. More complex questions retrieve only the relevant language and keep the expert responsible for interpretation.
This architecture runs against real, continually changing contract libraries. Deployment is customized to each customer's corpus, agreed fields, and verification rules.
The solution
Extract predictable fields once into a structured, queryable store: counterparties, amounts, lease terms, warranty periods, and other agreed fields. An analyst could ask for every lease expiring in a given quarter without reopening every agreement.
Create per-contract profiles and a clause-level search index for questions not anticipated when the library was assembled. Retrieve the relevant agreements and provisions rather than sending the entire corpus through every query.
Ingest newly added or changed agreements, classify contract types, and update their indexed profiles. Answers point back to governing language for a person to check before relying on them.
Questions in focus
A useful system has to answer the questions known today without shutting down the ones a diligence team discovers tomorrow.
Portfolio view
Search the extracted register across the library.
Agreement detail
Return the field with its source agreement for review.
Interpretation
Retrieve the relevant provisions and present a cited answer for human verification.
How it works
01 / 05
Identify new or changed contracts from the source library.
02 / 05
Capture agreed fields and a usable profile for each contract.
03 / 05
Store structured facts and searchable clauses separately.
04 / 05
Combine precise lookups with open-ended contract questions.
05 / 05
Show source clauses and keep a legal or deal professional in the review loop.
The source library may change as often as daily. The workflow reprocesses changed agreements rather than rebuilding the whole index each time, with each answer tied to the contract language that supports it.
Financial statement analysis
AI-assisted financial preparation. Familiar Excel reporting. Expert-led decisions.
Bring separate financial source files into one usable summary.
Align accounts and reporting periods without losing relevant detail.
Consolidates income statement, balance sheet, and work-in-progress inputs.
Preserves live Excel formulas, familiar layouts, and reviewable account mapping.
Highlights unusual financial values for closer analyst scrutiny.
Keeps interpretation, follow-up diligence, and acquisition decisions with experts.
Prepare the financial picture consistently. Keep the acquisition judgment human.
Client anonymized. Flags guide review; they are not findings of error or acquisition recommendations.
Human judgment & provenance
A contract can turn on definitions, amendments, exceptions, or language elsewhere in the agreement. The workflow brings the relevant clause and source document into the answer so legal and deal professionals can confirm the interpretation. Classification and extraction make the library usable; expert verification makes it accountable.
