meetup
AI for M&A Masterclass: Month 2 — AI-Powered Due Diligence
·
Buckhead, Atlanta, GA, USA
The hardest part of due diligence isn’t the financial modeling—it’s the qualitative deal-killers buried in hundreds of pages of contracts and unstructured notes.
Traditional due diligence audits the numbers, but post-close value destruction almost always comes from operational friction: unwritten founder tribal knowledge, hidden change-of-control liabilities, and severe deal fatigue.
In this fast-paced, 45-minute intermediate masterclass, we’ll show you how modern deal teams and acquisition operators use secure, governed AI to augment data room reviews, screen contracts for red flags in seconds, and capture qualitative site-visit data without getting buried in administrative busywork.
What We’ll Cover (45:00):
The Psychology of the Diligence Window (5 min): Why deal fatigue, paranoia, and pedantic detail spike right after LOI—and how smart systems keep momentum alive.
The Qualitative vs. Quantitative Framework (10 min): Why financial audits give false security, and how to use AI to map owner-dependency risk and cultural friction.
Smart Data Room & Contract Review (15 min): Using targeted prompt workflows to search hundreds of PDFs for change-of-control clauses, earnout triggers, and indemnification caps.
Live Tool Demo (8 min): Watch a real-world workflow end-to-end:
Demo A: Turning a raw, 2-minute post-tour voice memo into structured CRM risk metrics.
Demo B: Fast LOI & contract clause extraction.
Data Privacy & The Golden Rule (4 min): Strict data tiers (Public vs. Internal vs. Restricted) to ensure deal terms, cap tables, and NDAs never touch public external models.
Live Q&A + This Month’s Actionable Diligence Tip (3 min)
Event Type:
meetup
Format:
In-Person
Start Time:
Duration:
1 hr