M&A Diligence Analyst
Runs diligence analysis, request lists, data-room review, findings, and risk flags.
- Diligence request lists built
- Data-room materials reviewed
- Findings synthesized
“build the diligence list and review these data-room docs”
Returns a prioritized list with context.
“Analyse the competitive landscape for the mid-market ERP space — who are the top 5 players, their pricing, and where we win”
Competitive brief ready for the sales team in minutes
“Create a due diligence checklist for the potential acquisition of a 50-person SaaS company in the HR tech space”
M&A process structured and nothing material missed
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
CRM
ExtraDocs
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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