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AI
M&A
SaaS
Product Strategy
Design Systems

AcquiAtlas

AI-Driven M&A Pipeline & Deal Intelligence Platform

Client

AcquiAtlas

Year

2024–Present

Role

Founder · Product Strategy · Data Architecture · UX Systems

A

At a Glance

70%

Time Saved

3x

Deal Velocity

+85%

Team Efficiency

Context

Independent investors and small funds relied on spreadsheets, emails, and PDFs to evaluate deals—resulting in slow decisions, inconsistent underwriting, and lost opportunities.

Problem

  • 01Fragmented deal data across multiple tools
  • 02Inconsistent valuation logic between analysts
  • 03Manual diligence workflows causing delays
  • 04No shared source of truth for deal teams

Approach

How we tackled the problem.

Step 1

Designed a unified M&A workflow from intake → diligence → valuation

Step 2

Built structured document ingestion (PDFs, financials, forms)

Step 3

Developed AI agents for risk, valuation, and growth analysis

Step 4

Modeled the UI after high-clarity property and asset pages

Solution

What we built.

1

End-to-end deal pipeline with KANBAN + milestones

2

AI-generated deal briefs with buyer/seller perspectives

3

Tiered valuation models (SDE, EBITDA, DCF)

4

Secure virtual data room with access controls

Results

Measurable outcomes from the engagement.

  • ~70% reduction in time to first-pass deal evaluation
  • Improved consistency across underwriting decisions
  • Enabled smaller teams to operate at institutional quality

Learnings

What I took away from this project.

AI earns trust through transparency

Structure outperforms sophistication

Decision clarity is the real product

Tech Stack

Next.js
TypeScript
PostgreSQL
OpenAI
Vercel

Let's build something.

Interested in working on a similar challenge? I'd love to hear from you.

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