Automate Security in M&A Transactions
Streamline due diligence for mid-market advisors with AI-powered security assessments, automated risk scoring, and boardroom-ready reports — all in one platform.
Everything You Need for Secure Deals
Purpose-built for M&A advisors who can't afford security blind spots or manual bottlenecks during critical transactions.
Automated Security Assessment
AI-powered security analysis that identifies vulnerabilities, compliance gaps, and risk factors across all deal dimensions automatically.
Role-Based Access Control
Granular permissions ensure every team member sees only what they need — advisors, analysts, and clients on separate access tiers.
Report Generation
Generate boardroom-ready PDF reports with executive summaries, risk matrices, and actionable recommendations in seconds.
Dashboard Analytics
Real-time deal pipeline visibility with trend analysis, risk scoring, and KPI tracking across your entire portfolio.
External Tool Integration
Seamlessly connect with data rooms, CRMs, and compliance tools via our robust API and pre-built integrations.
Three Steps to Faster Due Diligence
From raw documents to a signed-off risk report in a fraction of the time.
Upload Deal Data
Securely upload financial documents, contracts, and due diligence materials. Our encrypted data room supports all major file formats.
Automated Analysis
Our AI engine cross-references thousands of risk factors, regulatory requirements, and industry benchmarks in minutes, not weeks.
Generate Reports
Receive structured, audit-ready reports with prioritized findings, risk scores, and clear remediation roadmaps.
Transparent Pricing for Every Team
No hidden fees. Scale as your deal flow grows.
Perfect for independent advisors exploring the platform.
- Up to 2 assessments/month
- Basic security scoring
- Standard report templates
- Email support
- 7-day data retention