Autonomous M&A Diligence · Competitor Moat Analysis
Eliminate 20+ hours of manual analyst research with autonomous deep-web agentic synthesis. Every claim carries a source, every gap in the evidence is stated plainly, and the memo lands ready for the investment committee.
20+ hrs
Analyst time displaced per brief
< 24 hrs
Standard dossier turnaround
40–120
Sources triaged per engagement
100%
Findings tied to a cited source
Core intelligence pillars
Each engagement is assembled from the same four pillars. Nothing is padded to fill a page — where the evidence does not support a conclusion, the brief says so and moves on.
The financial picture assembled from what is publicly establishable — with the gaps named rather than modelled over.
Who they actually compete with, on which axis, and whether the differentiation survives contact with the market.
Specific failure modes, rated for severity and likelihood, with what would bound each one.
One page a decision-maker can act on: the conclusion first, the confidence stated, the next steps concrete.
Sample deliverable
Every engagement returns the same artifact: a confidential brief that leads with the decision, prices the risk, and shows its working. Move through the tabs to see each layer.
Read the full dossierConfidential Intelligence Brief
VS-251118-MPG · Illustrative sample
Target · Lower-mid-market payments
meridianpay.example · M&A due diligence · Depth: deep
Risk grade
A−
High moat / regulatory friction
Executive thesis
Meridian is a credible platform asset whose growth is real and whose revenue base is more fragile than the headline suggests.
Net revenue grew roughly 38% to an estimated $61.4M in FY2025 on genuine volume expansion, not price. But 58% of that revenue sits with two accounts, both of which term within fourteen months, and take rate has compressed twelve basis points while two interchange rulemakings remain open. The moat — ledger infrastructure and deep WMS-style integrations — is real and raises switching costs materially.
Recommendation: proceed to confirmatory diligence, but treat the customer waterfall and the renewal calendar as gating items, not as post-signing cleanup.
Overall confidence
Medium
No audited statements after FY2024; FY2025 figures are management-reported and unverified.
Gating actions
Illustrative sample. Meridian Payments Group is a fictional composite; figures are representative of report structure, not of any real company.
Methodology
Agentic retrieval does the volume. Structured synthesis does the judgment. A human reviews every dossier before it ships.
A named gap is useful to a decision-maker. A confident-sounding guess is a liability. We ship the first and refuse the second.
Your target, focus and the specific questions the brief must answer become the research plan. Ambiguity gets resolved here, not mid-run.
Agents run targeted queries across six research dimensions, then fetch the highest-value pages in full. Typically 40–120 sources per engagement.
Every source is scored for relevance and reliability. Vendor marketing is weighted below filings; irrelevant and duplicate material is dropped before synthesis.
Findings are written section by section against the surviving evidence, each tied to a source id, each carrying a confidence rating. The summary is written last.
Sources of record
Two of the three source classes below are official registries queried directly, not pages discovered by a crawler. When you ask where a number came from, the answer is a filing or a docket — not a blog post that cited a press release.
Most lower-middle-market targets are private and file nothing. We say so in the dossier rather than filling the gap, and the confidence rating moves accordingly.
Engagements
No hourly billing, no scope creep, no discovery call before you know what it costs. Pick the shape of the engagement and we start today.
One target, taken apart properly. For a live deal, a board question, or a competitor you need to understand this week.
Standing coverage of the field you compete in. For teams that need to know when something moves, not three weeks after.
Multi-target programmes and bespoke scopes are quoted directly. NDAs signed on request before any brief begins.