M&A Due Diligence Contract Review demo

Every consent the deal needs, found before signing, each cited to its clause. 1:33

What the demo shows

Reviews data-room contracts for change of control, assignment and risk; cited DD report

The first screen is the deal's consents-to-close list: the counterparties grouped by the clause that bites, each with ARR at stake and the cited clause, beside the data-room folders and the live report draft. Review agents read the room folder by folder against the deal's issue list; an independent second reviewer re-reads every no-issue call on high-value contracts; clauses that read two ways go to an associate with both readings; the partner signs each report section with a reason code, and the deal team gets the asks.

Transcript

  1. M&A Due Diligence Contract Review reads every data-room contract for the deal team.
  2. Almost 60% of executives blame failed deals on diligence that missed critical issues.
  3. Project Falcon, 1140 contracts and what the deal needs to close.
  4. 23 counterparties must consent, $31.4 million at stake.
  5. At the top, Halvorsen Retail Section 14.2 ends on a change of control.
  6. Agents read the room folder by folder, and the report counts update as they go.
  7. A second reviewer agent rereads no-issue calls on big contracts and caught Quillen's amendment.
  8. If a clause reads two ways, an associate sees both readings and decides.
  9. Partner Laura Chon signs off the material contract section.
  10. Every finding is cited every decision signed and logged.
  11. The aim, every consent found before signing, and the red flag report in nine days, not five weeks.
  12. Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.