Deal diligence

Turn the data room into a decision.

Percidian connects evidence across every diligence workstream and shows how each finding affects risk, value, structure, and the investment thesis — a current, permissioned view of the deal, the open questions, and the source behind every conclusion, available to every AI tool the deal team uses without rereading the data room.

Request a briefing Explore private equity and M&A

Diligence sources

License and customer agreements
Financial and synergy model
Management answers
Workstream findings

Governed context

Facts
Sources
Exposure
Owners
Evidence

Deal work product

Diligence questions
Steering-committee memo
Risk register
Integration plan

The work today

Trace one issue from the data room to the committee memo.

Every workstream finds its own part of the issue; no one holds the whole chain. Legal reads the license, R&D knows the dependency, corporate development owns the synergy case — follow the one issue that runs through all three, as a corporate development team acquiring a sensor company would.

Deal

Corporate development · industrial manufacturer · acquiring Halden Sensors

Issue file 01 / 08

Firmware license · §4.3 and §12. Halden’s core sensor firmware is licensed in from Veridex under an exclusive field-of-use grant. The license is not assignable without Veridex’s consent.

Source evidence
Firmware license · §4.3 and §12
Data room · Veridex license agreement
Connected facts
The buyer already sells into that field
R&D workstream noteIntegration plan v2Synergy model, tab 3
Deal impact
Consent risk on closing; a synergy the buyer cannot book
Purchase agreement draftValuation summary
Required actions
Five actions, each with an owner
Deal tracker
Committee materials
The steering-committee memo carries the chain
Steering committee memo · draft

Issue file

clause: Veridex license §4.3 exclusivity · §12 assignment
depends on: Halden Sensors firmware ← Veridex license
conflicts with: Buyer’s existing product line · field-of-use exclusivity
assumed by: Integration plan v2 · Synergy model, year 1
impact: Closing consent · year-1 synergy · purchase price
actions: Consent · re-platform cost · SPA condition · synergy restated
owners: Legal lead · R&D lead · corporate development
memo: Steering committee memo · 7 facts, 7 sources

Illustrative example

What the deal team receives

A live deal understanding.

Material change detection

New uploads, revised agreements, changed figures, updated forecasts, new responses, and conclusions that no longer match the evidence.

Issue-to-impact mapping

Each finding tied to the valuation assumption, condition, negotiation position, or integration priority it affects.

Contradiction tracking

When the model, an agreement, the plan, or a management answer tells a different story.

Question and owner continuity

Open questions, requests, owners, deadlines, and follow-ups — kept, not re-listed.

Evidence-backed reporting

Committee updates, risk summaries, and workstream reports with the citation on every fact.

Cross-deal memory

Permitted patterns, benchmarks, questions, and outcomes from prior transactions, brought into the review.

Built once

Process the knowledge once. Put it to work throughout the deal.

Percidian turns approved sources into durable entities, relationships, findings, and evidence. Diligence Q&A, the committee memo, the status update, the negotiation list, and the integration plan draw from the same current understanding. Teams avoid making every AI tool reread the entire data room.

Deal work product

Diligence Q&A · Committee memo · Risk register · Integration plan

Findings and evidence

Material findings, open questions, contradictions, owners, and the source behind each

Entities and relationships

Target, licensor, customers, agreements, assumptions, workstreams, decisions

Approved deal sources

Data room, agreements, models, communications, management answers

After close, the same chain carries assumptions and risks into ownership. See Private equity & M&A

Build the clearest view of the deal.

Connect every workstream, preserve every decision, and bring cited intelligence into the moments that determine value.

Request a briefing Percidian Agents

Bring your business into every AI decision

Give every approved AI system the context to do its best work.

Connect the knowledge your organization already has. Preserve what it learns. Apply the permissions it already trusts. Make that understanding available wherever people and agents work.