M&A & AI Advisory
AI-Augmented Investment Decision Framework
Client
Beta Capital
Year
2024–Present
Role
M&A Advisor · AI Strategy · Deal Intelligence
At a Glance
4x
Screening Speed
-40%
Analyst Hours
-60%
IC Prep Time
Context
Beta Capital sought to modernize its M&A process by incorporating artificial intelligence without compromising rigor, confidentiality, or judgment.
Problem
- 01High deal volume with limited analyst bandwidth
- 02Manual diligence slowed decision velocity
- 03Unstructured data reduced insight quality
Approach
How we tackled the problem.
Evaluated end-to-end M&A workflow for AI leverage points
Designed AI-assisted diligence and valuation frameworks
Built guardrails to ensure explainability and trust
Aligned AI outputs to IC-level decision standards
Solution
What we built.
AI-assisted deal screening and summarization
Structured diligence checklists with AI augmentation
Valuation support tools with transparent assumptions
Executive-ready investment summaries
Results
Measurable outcomes from the engagement.
- ✓Faster deal screening without loss of rigor
- ✓Improved signal-to-noise ratio in early diligence
- ✓Better prepared investment committee discussions
Learnings
What I took away from this project.
AI should compress effort, not judgment
Explainability matters more than automation
Investment teams value clarity over speed alone
Let's build something.
Interested in working on a similar challenge? I'd love to hear from you.
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