Deliver diligence faster. Defend it in the boardroom.

Agentic systems that run diligence alongside your consultants. Same depth, fewer hours, every claim cited.

How consultants use Percidian.

Sale readiness.

Organize historical financials, surface customer concentration trends, draft management Q&A from prior board decks. Clients reach readiness weeks ahead of plan.

Diligence synthesis.

Read the corpus, build the diligence model, draft the IC-ready memo with citations. Your team focuses on judgment, not on data extraction.

Per-client engagement isolation.

Each client's corpus remains cryptographically isolated. Run your firm's standard analyses in parallel. Export to your firm's templates.

3×

More engagements deliverable per partner per year

100%

Of deliverable claims cited to source

Cross-client contamination tolerated

Hallucinations tolerated

The ROI.

Faster engagements.

Same depth, fewer hours. Analyst time goes to judgment, not to data extraction.

Sharper findings.

Patterns surfaced across the corpus. Contradictions caught. Key provisions identified.

Boardroom-defensible.

Every claim cited to source. Deliverables hold up under CFO, counsel, and board review.

Client data stays client data.

Per-engagement isolation enforced cryptographically, not by policy. No cross-client AI training. Encrypted in transit and at rest. Single-tenant and zero-egress for sensitive engagements. Data deletion at engagement close. SOC 2 ready. Your data is never used to train external, public, or third-party models.

Make every client engagement better.

Your firm runs the engagement. Percidian is the platform underneath.

CO-DELIVERY

Percidian as part of your firm's engagement delivery. Managed by your team. The client experiences your firm's process. Firm-borne cost; you decide whether and how to recover it.

WHITE-LABEL

Percidian delivered under your firm's brand framework. For established M&A advisory and transaction services practices with material deal volume. Contact us regarding scope.

Enterprise-grade security.

Encrypted in transit and at rest. Identity-bound. Audit-traced. Procurement and counsel review welcome.

AES-256

Industry-standard AES-256 — the same encryption banks use on sensitive customer records — applied to every artifact in the deal corpus at rest.

TLS 1.2+

Every request, every response encrypted in transit with TLS 1.2 or higher. Nothing traverses the network in the clear.

MFA

Multi-factor authentication available on every account and enforced for administrative access. Combined with SSO on enterprise plans, only authorized seats touch the corpus.

ENTERPRISE READY

DPA, SAML SSO, and BYOK encryption keys — the controls procurement and IT require before any institutional rollout.

SOC 2 READY

Audit roadmap in progress. Controls, documentation, and evidence are in place; certification follows.

NO THIRD-PARTY TRAINING

Your deal corpus is never used to train external, public, or third-party models. De-identified data may be used only to improve Percidian's own service — never to serve another firm.