Optyzone

M&A Diligence Agent

Reads the data room and produces the diligence memo with risk flags, ranked by deal impact.

M&ADocument AI
M&A Diligence Agent
Polished agent demo — preview
Agent running
Agent thinking
  1. 1Reading inputs and pulling relevant context across systems…
  2. 2Building a plan: 4 steps, 2 tools, 1 human approval gate.
  3. 3Executing steps with progress streaming back to the user.
  4. 4Decision made. Drafting summary and queuing for review.
This demo is a polished preview. Book a build to see the production version.

The problem

Deal teams race through data rooms; junior associates miss material issues that surface post-close.

What the agent does

  • Categorizes every doc and indexes by topic + entity
  • Drafts the diligence memo with risk-ranked findings and evidence
  • Surfaces unsigned, missing, and inconsistent docs to the deal team

Business value

Cuts diligence read-through from 3 weeks to 4 days while raising material-issue detection.

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