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AUDIT & DIAGNOSTIC

Measure, analyse and map the work before you automate it.

A structured read of how your deliverables are actually produced — step by step, hour by hour — and an explicit map of where intelligence earns its place, and where it does not.

THE PREMISE

Firms have a tooling problem, and a mapping problem underneath.

The tooling problem is real: the stack is fragmented, licences overlap, and half of what is deployed never lands in the production flow. Buying more software on top of an unmapped process compounds it.

A deal team knows an information memorandum takes too long. It rarely knows which of the forty steps consumes the hours, which repeat unchanged across every mandate, and which are the reason a senior is in the file at all.

The audit produces that map, and only then decides what to build, what to buy and what to leave alone. It is deliberately the first thing we do, and deliberately separate from anything that gets built.

OUR CLIENTS

Who it is for.

SEGMENT 01
M&A boutiques
Between IMs, teasers, datapacks and business plans. Where the production hours actually sit.
SEGMENT 02
Private equity funds
Origination, screening, diligence, IC, portfolio reporting. Lean teams carrying a full deal cycle.
SEGMENT 03
Transaction services & FA
QoE, financial due diligence, data book production. Repetitive spreading at volume, with a signature at the end of it.
SEGMENT 04
In-house corporate development
M&A teams inside large groups. Screening, financial modelling, diligence, IC memo.
THE CENTREPIECE — WORKFLOW CARTOGRAPHY

Every task, placed.

Each step of each deliverable falls into one of three bands. The map is the deliverable.

01Screening
02Market research
03NDA mark-up
04Historical financial spreading
05Precedent transaction valuation
WHAT YOU LEAVE WITH

Seven outputs. Nothing decorative.

01
Workflow cartography
Every deliverable type mapped step by step, with measured time and named owners.
02
Time baseline
The current cost of each deliverable in hours, by grade. The number you will be measured against later.
03
Judgment boundary register
The written list of steps that stay human, and the reasoning for each. Signed off by a partner.
04
Opportunity register
Every automatable step, scored and ranked, with a feasibility note against current capability.
05
Sequenced roadmap
Three horizons, with measurable objectives at each.
06
Data & confidentiality assessment
Which accounts and tiers the team uses today, what that means for deal data, and what has to change before anything goes live.
07
Partner readout
The session, and the document behind it.
THE BOUNDARY

We mark what does not move.

An audit that finds automation everywhere is a sales document. Ours draws the opposite line first.

The judgment boundary register is written before the opportunity register, and a partner signs it. Anything inside it stays human, whatever the technology does next year.