The Autonomous M&A Operating System
DealArchitect™
DealArchitect™ deploys nine AI agents across every phase of your transaction — from target screening through 100-day integration — so your team focuses on decisions, not process management.
The $4.6 Billion Problem
“The problem was never the advice.
It was the orchestration.”
$4.6B
Advisory fees billed last year
75%
Deals fail to create value
40%
No standardised PMI approach
$500M+
Big 4 minimum for senior attention
The Data
- →75% of M&A deals fail to achieve planned synergies
- →70-90% of integration value lost in first 100 days
- →Mid-market deals average 14 months from mandate to close
- →40% of companies have no standardised PMI approach
The Reason
- →Stakeholders on disconnected systems
- →Decisions scattered across email threads
- →Due diligence running in silos
- →Risks surface late, after leverage is lost
- →Advisors disengage at close
The Cost to You
- →Big 4 won't take your call under $500M
- →Junior analysts staff your mandate
- →Success fees tied to price, not value
- →You receive a deck, not a system
- →Post-close integration is your problem
The Operating System for How Deals Close
Not a Data Room. Not a Checklist.
Not a Consulting Engagement.
DealArchitect™ is the execution infrastructure that mid-market M&A has never had. One platform. Every deal phase. Every stakeholder. No gaps.
SDAF™ Framework
10 Phases. 882 Tasks.
The Structured Deal Architecture Framework — from mandate through Day-100 integration.
One Platform, Three Roles
Built for Every Side of the Table
Distinct workspaces, AI agents, and execution logic for buyers, sellers, and advisors.
Buy-Side Execution
From Target Screening to Day-100 Integration. Without the Chaos.
DealArchitect gives acquirers a structured, AI-orchestrated buy-side workspace managing every phase from deal thesis through post-close value capture.
- 1Configure your mandate — sector, geography, deal size, structure, and strategic rationale
- 2Scout Agent™ — screens thousands of targets against your criteria in hours, not weeks
- 3Diligence Agent™ — coordinates financial, legal, commercial, operational, and regulatory workstreams
- 4Valuation Agent™ — runs DCF, comparables, precedent transactions, and LBO models simultaneously
- 5Document Agent™ — drafts NDAs, LOIs, SPAs from SDAF™ templates with version control
- 6Integration Agent™ — activates Day-1 readiness and 100-day roadmap the moment you close
Q&A routing complete → 47 resolved · 3 escalated
The Structured Deal Architecture Framework
882 Reasons You'll Close with Confidence.
Every deal phase. Every workstream. Every document. Structured, sequenced, and tracked by AI.
882
Sequenced Execution Tasks
118
Integrated Deal Documents
10
Deal Phases
5
Parallel Workstreams
The DealArchitect Agent Network
Nine Agents. One Deal. Zero Gaps.
Each agent operates autonomously within your configured autonomy tier, escalating to your team only when a human decision is required.
Mandate Agent™
Deal Strategy & Configuration
The first agent to activate on every deal. Configures the SDAF™ execution plan based on deal type, size, sector, jurisdiction, and structure.
- →Generates adaptive SDAF task sequence
- →Configures role-scoped workspaces
- →Sets autonomy tier defaults per workstream
- →Alerts on jurisdiction complexity
Scout Agent™
Target Identification & Scoring
Scans and scores potential targets against your acquisition criteria. Delivers a ranked shortlist with strategic rationale and financial signals.
- →Screens thousands of targets against criteria
- →Delivers ranked list with fit scores
- →Monitors landscape for ownership changes
- →Generates preliminary outreach notes
Diligence Agent™
Autonomous Due Diligence
The platform's most complex agent. Manages all diligence workstreams simultaneously — routing requests, tracking responses, and escalating stalled items.
- →Routes Q&A across all workstreams
- →Tracks requests with auto-follow-up
- →Identifies coverage gaps and red flags
- →Scores diligence health and predicts timeline risk
Valuation Agent™
Multi-Methodology Valuation
Runs four valuation methodologies simultaneously. Delivers consolidated value range, sensitivity analysis, and negotiation anchors updated in real time.
- →Runs DCF, comps, precedents, and LBO models
- →Updates models as new diligence data arrives
- →Outputs negotiation range and walk-away scenarios
- →Quantifies synergies with probability weighting
Document Agent™
Deal Document Drafting
Generates, tracks, and manages every deal document from the SDAF™ template library. Handles version control, redline tracking, and execution workflows.
- →Drafts NDAs, LOIs, SPAs, disclosure letters
- →Manages document version history
- →Routes documents for review and signature
- →Integrates with e-signature platforms
Regulatory Agent™
Cross-Border Compliance Engine
Dual-stack regulatory intelligence for US and India. Monitors every applicable requirement, generates filing checklists, and flags timeline risks.
- →Monitors HSR, CCI, SEBI, FEMA/RBI
- →Generates filing checklists with deadlines
- →Flags regulatory timeline and standstill risks
- →Auto-drafts regulatory notification letters
Negotiation Agent™
Deal Intelligence & Playbook
Tracks negotiation history across all parties, surfaces comparable transaction benchmarks in real time, and flags concession patterns that signal value erosion.
- →Tracks term evolution across all documents
- →Surfaces comparable deal benchmarks
- →Flags unusual concession patterns
- →Generates negotiation status reports
Integration Agent™
Day-1 & 100-Day Orchestration
Activates at close. Builds the integration roadmap from SDAF™ templates, assigns workstream owners, and tracks progress across the 100-day plan.
- →Generates Day-1 readiness checklist
- →Builds 100-day roadmap with owner assignments
- →Tracks milestone completion and escalates delays
- →Triggers Synergy Agent™ at integration baseline
Synergy Agent™
Post-Close Value Realisation
Monitors KPIs against modelled synergies in real time. Reports value leakage at the item level, identifies root causes, and recommends corrective actions.
- →Monitors KPIs against synergy model
- →Reports value leakage by category
- →Identifies root causes of shortfalls
- →Generates periodic value realisation reports
AI Autonomy on Your Terms
You Set the Level. The Agents Do the Work.
DealArchitect is AI that does the work you define, at the autonomy level you're comfortable with.
Tier 3 — Execute + Approve
RecommendedAI drafts documents, routes requests, and coordinates workstreams autonomously. It pauses at defined human checkpoints for approvals. The recommended setting for most mid-market deals.
Built for Two Markets. Native in Both.
No Borders. Two Markets. Zero Friction.
DealArchitect™ operates natively across the United States and India — the cross-border execution capability that no data room built for Wall Street ever offered the mid-market.
US Regulatory Intelligence
India Regulatory Intelligence
The Real Comparison
Big 4 Bills for Hours Worked.
DealArchitect Bills for Deals Closed.
“The issue isn't strategy — it's the absence of a disciplined system that holds the deal together.” — Kalpesh Thakkar, Co-founder, Stratgyk
| Big 4 Advisory | DealArchitect™ | |
|---|---|---|
| Deal Size Minimum | ✗ $500M+ for senior attention | ✓ $25M–$500M, purpose-built |
| Billing Model | ✗ Success fee (% of price) + billable hours | ✓ Platform subscription + outcome tiers |
| Staffing on Mid-Market | ✗ Junior analysts on your mandate | ✓ AI agents on execution; humans on decisions |
| Post-Close Coverage | ✗ Engagement ends at close | ✓ Integration Agent™ active through Day 100 |
| AI Integration | ✗ Internal tools; no M&A-specific agents | ✓ Nine purpose-built M&A agents |
| US–India Capability | ✗ India teams reserved for $1B+ deals | ✓ Native HSR + CCI/SEBI/FEMA/RBI stack |
| Execution Continuity | ✗ Advice → disengage | ✓ Mandate letter → Day-100 integration |
| Transparency | ✗ Process opaque; output delivered | ✓ Full audit trail on every agent action |
| Speed to Deploy | ✗ 4–6 weeks to onboard | ✓ Deal active in 48 hours |
Built for the Most Sensitive Data in Business
M&A Data Requires a Different Standard.
M&A is the most sensitive data a company will ever generate. We built the security infrastructure to match.
End-to-End Encryption
AES-256 at rest, TLS 1.3 in transit. Your deal data is encrypted at every layer.
Role-Based Access Control
Each stakeholder sees only what their deal role permits. Fully scoped workspaces.
Data Residency
US-hosted for US deals. India-hosted for India deals. Cross-border configuration available.
SOC 2 Type II
In certification. Full compliance documentation available under NDA upon request.
Complete Audit Trail
Every agent action, document access, and user decision is logged with timestamp.
No Training on Your Data
Your deal information never leaves your environment and is never used to train AI models.
AI Governance Commitments
- →Every agent action is logged, attributed, and reversible
- →Agent outputs are flagged as AI-generated in all documents and reports
- →Human checkpoints are mandatory at all legally consequential steps
- →Configurable autonomy tiers per workstream — you define the level of AI control
Start Your First Deal
The Deal Doesn't Wait.
Neither Should You.
Configure your deal. Deploy your agents. Close with confidence.
DealArchitect™ is live and ready for your next mandate.
No contracts. No minimums. 14-day full access on your first deal.