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AI for M&A advisors and PE.
Practical guides on putting AI to work in M&A advisory and private equity, written by people who have run deals.
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How to choose an AI partner for M&A and PE work: what to ask, what it should cost
Ten questions to ask an AI provider, how to run a 30-day evaluation, and the five answers that should end the conversation.
Mitchel Campbell, Co-founder and CEO
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Is it safe to put confidential deal data into AI?
What the major model providers actually commit to, the path your data really takes, what your NDAs already require, and the seven controls that do the work.
Mitchel Campbell, Co-founder and CEO
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What M&A advisors should automate first with AI in 2026
Automate the work with the most hours and the least judgement. Where advisory hours actually go, the five candidates ranked, and how to find your own number in a week.
Mitchel Campbell, Co-founder and CEO
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AI for independent sponsors: screening inbound deals without a team
A first-pass screen that reads every inbound teaser within a day, scores it against written criteria and routes it - so good deals get a fast reply and the rest die quickly.
Mitchel Campbell, Co-founder and CEO
Read the articleStart with a strategy and workflow audit.
We map where your team's hours go and come back with a ranked shortlist of what to automate first, quantified in hours and dollars, and a roadmap before anything is built.