Mergerware

PE fund acquires portfolio company and needs clean org charts, entity registers, and compliance status for exit due diligence — but entity data is scattered across spreadsheets, minute books, and outside counsel files, director lists are stale, and filing compliance status across 15 jurisdictions is uncertain, slowing the deal by weeks

PE firm's junior associate preparing a sell-side data room for a portfolio company exit has 4,000 documents dumped from the target company's shared drive — manually categorising contracts, financials, HR records, and IP filings into a diligence-ready folder structure takes two weeks, and mis-filed documents mean buyers either can't find critical disclosures or see draft versions instead of executed contracts

Company acquiring another business inherits 10,000 contracts scattered across legacy systems, filing cabinets, and departed employees' hard drives — the legal team needs to know what obligations they've inherited but it would take 6 months to manually review everything

Corporate development team running 8 simultaneous acquisition evaluations tracks deal status, team assignments, and timelines across separate spreadsheets and email threads — a deal falls through the cracks when the analyst leaves and nobody picks up the diligence workstream

PE fund acquisition team needs due diligence on a target company in 72 hours — associates manually read hundreds of deal documents, extract key terms into spreadsheets, and compare against prior deals, spending days on mechanical extraction when the clock is ticking on a competitive bid

After the M&A deal closes, the integration team inherits 50 workstreams across HR, IT, finance, and legal — tracking milestones, dependencies, and responsible owners across departments in shared spreadsheets falls apart by week 3, and nobody knows if the Day 100 plan is on track until it isn't