M&A Due Diligence

Best for: full data-room diligence across 50 to 200 documents, with domain-bucketed findings, top deal risks, and concrete next-step seller asks. Runs diligence over an M&A or investment data room and returns findings bucketed by domain (Legal, Financial, IP, Employment, Regulatory, Commercial), the top deal risks, and the asks you should put to the other side.


Category	In-House
Jurisdiction	Any
Practice areas	M&A, transactional, corporate
Runtime	8-30 minutes
Queue	Long-running (two-hour ceiling)

Screenshot of the M&A Due Diligence launcher showing its document slots and input form — The M&A Due Diligence launcher: document slots, inputs, and what you get

What you need

Slot	Required	Count	What goes in it
Data room documents	Yes	1-2000	SPA, MPA, SHA, disclosure schedules, and any other deal documents. Larger sets take longer.
Reference / pre-existing company documents	No	0-1000	Existing company NDAs, employment IP assignments, key contracts.

Inputs

Field	Type	Required	What it changes
Deal / matter name	Text	No	Used as the deal codename across the report and exports. Codenames keep the target’s identity out of cc’d inboxes.
Which side are you on?	Select	Yes	Buy-side (acquirer/investor) · sell-side (target/seller). Buy-side flags risks for the acquirer; sell-side highlights disclosure gaps the seller should pre-empt before opening the data room.
Deal structure	Select	Yes	Asset purchase · stock purchase · merger · equity investment · other. Drives which documents matter: cap-table review is near-irrelevant in asset deals, successor liability dominates stock deals.
Target industry	Select	Yes	Tech/SaaS, healthcare, financial services, manufacturing, energy, real estate, consumer/retail, other. Triggers the HIPAA, AML/KYC, FDA, open-source IP-chain, or export-control specialist modules.
Deal stage	Select	Yes	Pre-LOI exploratory · signed LOI · post-signing confirmatory · pre-closing bring-down. Changes the depth and tone of findings.
Materiality threshold (USD)	Select	Yes	$10K through$ 5M. Findings below the floor are summarized in aggregate rather than itemized. The main lever for suppressing noise in a large data room.
Deal size	Select	No	Under $25M,$ 25M- $100M,$ 100M- $500M, over$ 500M. Drives HSR analysis against the 2026 threshold and CFIUS applicability.
Foreign investor or national-security exposure?	Yes/No	No	Gates CFIUS / Exon-Florio review.
Focus the diligence on	Multi-select	No	Legal, Financial, IP, Employment, Regulatory, Commercial. Leave blank to run all five specialists. Picking a subset skips the rest and omits their report sections. Commercial rolls into the Legal and Financial buckets, so selecting it alone is treated as both.

How it runs

A matrix-review pipeline with domain specialists layered over the extraction.

Prepare

Builds the extraction matrix across the data room, with columns determined by the deal structure, industry, and the specialists you enabled.

Extract and wait

Every document is answered against the matrix, with supporting quotes. This is the long pole on a 200-document room.

Normalize and score

Applies the materiality threshold and buckets findings into their domains.

Synthesize

Domain specialists roll their findings into top deal risks and next-step asks. The synthesis verifier drops findings citing documents outside the set or asserting terms that came back not-found.

Render

Writes both DOCX artifacts.

What you get

Artifact	Format	Contents
Diligence Report	DOCX	Domain-bucketed findings, top deal risks, and next steps.
Per-Document Detail	DOCX	One section per data-room document with its findings.

What this will not do

Replace deal counsel review for the final closing risk allocation or disclosure schedule sign-off.
Run financial quality-of-earnings, tax structuring, or environmental Phase I work.
Investigate facts outside the data room: off-record litigation, customer churn signals, founder background checks.
Issue the diligence asks or negotiate reps and warranties with the seller on your behalf.
Confirm CFIUS, HSR, or sector-specific filing decisions when the facts are ambiguous. Consult counsel.

Document Matrix

The extraction engine underneath, usable on its own.

Matter Triage Agent

Point an agent at a matter and let it decide which reviews to run.

Overview

Built-in Workflows

Workflow Builder

What you need

Inputs

How it runs

What you get

What this will not do

Document Matrix

Matter Triage Agent

​What you need

​Inputs

​How it runs

​What you get

​What this will not do

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Document Matrix

Matter Triage Agent

What you need

Inputs

How it runs

What you get

What this will not do

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