Turning mixed-format materials into evidence
Seven material formats — PDF, DOCX, PPTX, XLSX, CSV, Markdown and plain text — enter one context; key fields keep the value, original wording, page position, timestamp and authorisation boundary.
CASE STUDIES / Finance
DealAgent | M&A Deal Workspace
A financial AI workspace for sell-side deal leads, boutique FAs and investment firms that puts project materials, evidence and deal opportunities in one context, so every judgement has a source. AI organises materials, verifies facts, screens buyers and drafts reviewable output; only after the advisor confirms does a priority buyer become a standalone opportunity with a full record.
Who it servesSell-side deal leads · Boutique FAs · Investors
Core scenariosProject assessment · Buyer matching · Execution
Product scopeWeb workspace · AI deal assistant · 4 UI languages
Quality controlsEvidence tracing · Advisor sign-off · Audit trail
01BUSINESS FLOW
How the business runs through the system
01Organise materials & constraints
02Verify sources, conflicts & gaps
03Screen buyers after exclusion rules
04Advisor confirms judgement
05Convert to a standalone opportunity
The system widens coverage and organises the evidence, keeping sources, match rationale, key risks and information gaps in one judgement context; only after advisor confirmation is a priority buyer linked to an owner and a next step.
02ENGINEERING DELIVERY
Engineering the system for real operations
Explainable buyer screening
Exclusion rules run first, then every recommendation is explained: match rationale, key risks and information gaps are shown together rather than a single score.
Responsibility boundaries and access isolation
AI reads only what the current user may access; admin, editor and read-only roles are isolated by organisation and project, and confirmations, stage changes and exports are all logged.
03DELIVERED OUTCOMES
Business capabilities delivered
Six-stage analysis flow
Requirements, materials, verification, screening, matching and outreach prep, confirmed stage by stage.
Seven material formats
Project materials enter one context directly, with no manual pre-processing.
Advisor keeps the final call
The system only drafts for review; it never auto-confirms facts, changes a deal stage or initiates outreach.
The platform hands material organisation, fact verification and first-pass buyer screening to AI, so advisors spend their time on judgement, confirmation and execution — with context preserved from source to decision.
YOUR OUTCOMEThe next case to enter production,