M&A Due Diligence

The Problem

Every M&A deal requires hundreds of documents: financial statements, contracts, IP filings, employee records, regulatory filings. You send a request list. They send back a Dropbox link. You spend days sorting, renaming, and cross-referencing against your checklist.

Then the questions start: "Did we get the 2022 audit?" "Where's the employment agreement for the CTO?" "Is this the signed version or the draft?" Your junior associates spend 60% of their time on document logistics instead of analysis.

The Automation

Our due diligence agent manages the entire document workflow: sending requests, tracking receipts, organizing files, and flagging gaps. It reads documents as they arrive, extracts metadata, and updates your checklist automatically.

Document Intelligence

The agent doesn't just file documents - it understands them:

• Version detection - Identifies drafts vs. signed copies, flags when executed version is missing
• Date validation - Confirms document covers required period (e.g., "fiscal 2023")
• Party matching - Verifies contracts reference correct legal entities
• Red flag detection - Highlights unusual clauses, missing signatures, or expired agreements
• Cross-reference - Links related documents (e.g., amendment to original agreement)

Real Results

"We cut document collection time from 3 weeks to 8 days. The agent caught a missing consent that would have delayed closing by 2 weeks. Our associates actually had time to read the documents instead of just organizing them."

- Managing Director, middle-market private equity firm

Built for Deal Complexity

FlowRunner handles the messiness of real deals:

• Multiple document sources (email, VDR, file shares, physical scans)
• Inconsistent naming and formatting
• Partial submissions requiring follow-up
• Confidentiality restrictions and access controls
• Multiple workstreams (legal, financial, commercial, technical)