Enterprise M&A Agentic Valuation Platform
Deploys an 8-agent AI orchestration system that autonomously executes end-to-end valuation workflows. Agents collaborate through a sequential 8-screen pipeline covering deal intake, orchestrated analysis, valuation output, data room management, buyer matching, and due diligence tracking.
Problem Statement
The challenge addressed
Solution Architecture
AI orchestration approach
Deal Intake Form - Transaction context with sale reason, timeline preferences, and pricing parameters
AI Analysis Dashboard - Multi-agent orchestration with real-time EBITDA, WACC, and DCF calculations
Valuation Results - Enterprise value across DCF, EBITDA Multiple, Comparables, and Precedent Transactions
Scenario Process Summary - Complete M&A journey with key achievements and business impact metrics
AI Agents
Specialized autonomous agents working in coordination
Orchestrator Agent
Coordinating multiple specialized agents for complex M&A valuation requires sophisticated workflow management to ensure proper sequencing, dependency handling, and result aggregation.
Core Logic
Acts as the central coordinator managing the 8-agent pipeline. Initializes agent sessions, schedules execution phases, monitors progress across all agents, handles inter-agent communication, aggregates outputs, and maintains the master audit log. Implements real-time progress tracking with overall completion percentages and phase transitions.
Financial Analyst Agent
Comprehensive financial analysis requires deep examination of revenue streams, profitability metrics, cash flow patterns, and balance sheet health across multiple years of data.
Core Logic
Performs multi-methodology valuation including DCF analysis, comparable company analysis, precedent transactions, and revenue/EBITDA multiples. Analyzes financial statements, calculates key ratios (liquidity, leverage, efficiency, profitability), identifies anomalies, and generates confidence-scored valuation ranges with sensitivity analyses.
Market Researcher Agent
Understanding target company positioning requires extensive market research across industry dynamics, competitive landscape, growth trends, and macro-economic factors.
Core Logic
Conducts comprehensive market analysis including TAM/SAM/SOM calculations, competitive positioning assessment, market growth projections, and industry trend analysis. Evaluates competitive moats, market share dynamics, customer concentration risks, and strategic positioning within the value chain.
Risk Assessor Agent
M&A transactions carry multifaceted risks spanning financial, operational, legal, regulatory, and integration domains that require systematic identification and quantification.
Core Logic
Performs comprehensive risk assessment across financial stability, operational continuity, legal compliance, regulatory exposure, and integration complexity. Generates risk matrices with probability and impact scores, identifies deal-breakers, recommends mitigation strategies, and provides overall risk-adjusted deal ratings.
Deal Structurer Agent
Optimal deal structure depends on complex interactions between tax implications, financing options, earnout provisions, and stakeholder interests requiring expert configuration.
Core Logic
Designs optimal transaction structures considering asset vs stock purchases, earnout mechanisms, escrow arrangements, seller financing options, and tax optimization strategies. Models multiple structure scenarios with NPV comparisons, evaluates funding sources, and recommends structures balancing risk allocation between parties.
Document Processor Agent
Data rooms contain hundreds of documents across financial, legal, operational, and HR domains requiring systematic processing, categorization, and key information extraction.
Core Logic
Processes uploaded documents through intelligent parsing, categorization, and entity extraction. Indexes financial statements, contracts, organizational charts, and compliance documents. Flags missing critical documents, identifies inconsistencies across sources, and maintains document version control with comprehensive audit trails.
Compliance Checker Agent
M&A transactions must navigate complex regulatory requirements including antitrust, foreign investment rules, industry-specific regulations, and cross-border compliance.
Core Logic
Evaluates regulatory compliance across relevant jurisdictions. Assesses antitrust implications, identifies required regulatory approvals, checks foreign investment restrictions, verifies industry-specific compliance (GDPR, financial services, healthcare), and generates compliance checklists with timeline estimates for regulatory clearances.
Buyer Matcher Agent
Identifying optimal buyers requires matching target characteristics against buyer acquisition criteria, strategic fit, financial capacity, and historical transaction patterns.
Core Logic
Analyzes buyer profiles against target company characteristics using multi-factor matching algorithms. Scores buyers on strategic fit, financial capacity, industry expertise, geographic presence, and acquisition track record. Generates ranked buyer lists with match scores, compatibility assessments, and recommended approach strategies.
Worker Overview
Technical specifications, architecture, and interface preview
System Overview
Technical documentation
Tech Stack
4 technologies
Architecture Diagram
System flow visualization