Executive & Strategy
Acquisition screening and due diligence support
Screen potential acquisition targets against strategic criteria and accelerate diligence by summarising data room documents, extracting key terms, and flagging inconsistencies between sources.
30–50%
reduction in diligence review time
Opportunity assessment
Moderate impact. Meaningful cost or revenue improvement, likely noticeable at function level but modest relative to total business scale.
Moderate effort. Requires configuration, prompt engineering, and testing. A capable team can get there but expect several months.
Moderate data needs. Works with data most businesses hold, but will likely need consolidation, cleaning, or reformatting before use.
High risk. Significant external exposure or regulatory implications. Requires robust oversight and clear accountability.
Very easy to absorb. Runs quietly in the background or gives people a helpful new input. Makes everyday work easier with almost no friction.
Tooling required
Things to consider
Cross-document inconsistency detection is where a model beats a human reader — a customer concentration figure that differs between the information memorandum and the management accounts is exactly the kind of thing a tired reviewer misses at 11pm.
Nothing the model produces substitutes for advisers' verified findings. Use it to direct where the expensive people look, not to reduce the scope of what they check.
Data room content is highly confidential and often subject to a specific confidentiality undertaking. Confirm the tooling is permitted under that undertaking before uploading anything.
Experiment starter: Re-run a completed transaction's data room through summarisation and inconsistency detection. Compare what it surfaces against the issues list your advisers produced, and note anything it found that they did not.
Go deeper in the playbook
Section — Opportunity Identification, including the AI Opportunity Assessment ScorecardSection — Risk and GovernanceThis opportunity scores low on risk exposure — read the risk and governance approach before you start.More in Executive & Strategy
Market and competitor intelligence briefing
Produce a recurring intelligence briefing from competitor announcements, results, pricing moves, job postings, and sector commentary, filtered to what is decision-relevant for this business.
Board question anticipation and preparation
Analyse a draft board pack against previous minutes, the board's known concerns, and the underlying data to predict the questions non-executives will ask and identify where the pack is weak.
Strategy input synthesis and option framing
Synthesise strategy inputs — market data, customer research, internal performance, workshop output — into a structured statement of the choices facing the business, with the evidence for and against each.
AI Transformation Playbook
Ready to assess your own opportunities?
The playbook gives you the full 150-opportunity directory, scoring tools, and 100+ templates for every stage of an AI transformation programme.